Approval requests report with quote fields

Question

Hi! I would like to create a report on the approval requests related to the offer and I also wanted quote fields to appear, I have created the custom report type with the process instance and the process instance node, but how can I add the offer fields? Thanks in advance!

Tom Bassett · Answer

Hello Alicia,

I believe this a known limitation of reporting on Approvals.

In fact there is a 13 year old idea on the Idea Exchange calling for the functionality you describe that has 10,000 points

https://trailblazer.salesforce.com/ideaView?id=08730000000Bp7dAAC

I think the only way you could therefore achieve this is by a Lightning Component or Visualforce Page.

Thanks, Tom

Approval requests report with quote fields

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