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Reporting on Custom Fields

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Posted on by jbroyhill

I am new to Dynamics for Sales. I am trying to create a view and report on a custom activity field that our admin added under "Appointment" activity. This new field is called "Appointment Status" which identifies if the appointment is a first appointment set or a follow-up appointment. When trying to create a new view I do not see the custom field, "Appointment Status" as an option to add as a new column. Any suggestions on how I can create a view and report on this custom field will be appreciated. Thank you in advance.

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LuHao 40,892 on at

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Hi jbroyhill,

When we want to add a field to the view, first check if there is this column in the view.

If this field has been added to the view as a column, then you cannot see it in the field list of "Add Columns".

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jbroyhill 40 on at

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The field is not currently showing as a column in the view. When I go to the "Add Column" you have highlighted I do not see the custom field as an option under "Activity".

"Appointment Status" does not appear as column I can add and view.

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LuHao 40,892 on at

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Hi jbroyhill,

Since the "Appointment Status" field appears in the Appointment form, then it belongs to the Appointment entity, not the Activity entity.

So, in your second screenshot, "Record Type" should be Appointment instead of Activity.

BTW, Activity entity is not allowed to create custom fields.

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jbroyhill 40 on at

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Thank you Hao. Unfortunately, "Appointment" does not show up in my drop-down list of options to add as a column. Does my System Administrator need to do something to make this entity available to report on?

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LuHao 40,892 on at

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Hi jbroyhill,

It seems that you edited the view of the Activity entity, not the Appointment entity, so you can only see the Activity fields.

In the customizations, go to Appointment > Views, edit the Appointment view.

Then click Add Columns.

You will select Appointment fields.

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