In our Salesforce org, all sales team users have access to create reports. We have added some custom report types to create reports that cannot be created using the standard report types available in Salesforce.
For data security reasons, some fields were required to be removed from the custom report types so that the reports could not access the data of those fields.
As a system admin, I solved this issue by removing the fields from custom report types. In this Salesforce tutorial, I will explain how to add and remove fields to report types in Salesforce.
Remove Fields to Report Types in Salesforce
To remove fields from the custom report types in Salesforce, navigate to the Setup page of Salesforce and follow the below steps.
1. On the setup page, go to the Quick Find box, search, and select Report types.
2. In the report types setup window, select the custom report type from which you have to remove fields.
3. In the section Fields Available for Reports, click on the Edit Layout button.
4. In Lightning, we cannot remove the object fields from the layout sections. Here, we will create a new section and move the non-required fields to that section so that they won’t appear on the page layout.
5. Drag the unwanted fields to the new section, then click the Delete button of the new section.