ADM-201 · Question #17
Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object. What should a System Administrator do to report on the newly created fields?
The correct answer is B. From the Custom Report Type, Edit Layout, then add the new fields to the report. Calculator. To include newly created fields on the Account object in reports based on a custom report type, a System Administrator must edit the layout of that custom report type and add the new fields.
Question
Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object. What should a System Administrator do to report on the newly created fields?
Options
- ACreate a new account report and add the new fields from the Report Builder.
- BFrom the Custom Report Type, Edit Layout, then add the new fields to the report. Calculator
- CFrom the Custom Report Type, Edit Object Relationships, then add the new fields to the report.
- DCreate a new account report folder, go to share, and then add the new fields.
How the community answered
(31 responses)- A3% (1)
- B94% (29)
- D3% (1)
Why each option
To include newly created fields on the Account object in reports based on a custom report type, a System Administrator must edit the layout of that custom report type and add the new fields.
Creating a new account report will not make new fields available if they have not been added to the underlying custom report type definition.
New fields added to an object are not automatically available in existing custom report types; an administrator must edit the layout of the custom report type to manually add these fields, making them accessible in reports.
Editing object relationships in a custom report type determines which related objects are available for reporting, not which specific fields from the primary object are included.
Creating a new report folder and managing its sharing settings has no impact on which fields are available for selection within a custom report type.
Concept tested: Custom report type field management
Source: https://help.salesforce.com/s/articleView?id=sf.report_types_add_fields.htm&type=5
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