The highlighted option below does not appear on the actual “security controls” section in my SalesForce. I’ve pasted the actual page below to show you what my options are. Please review and advise.
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Account Source field is not available within Standard Report Activities with Accounts
Knowledge Article Number: 000206769
Description
Account Source field is not available on "Activities with Accounts" Standard report type
Account Source field is hidden by default to all profiles including the system administrator. Hence this is not visible in any of the standard report type on accounts.
Resolution
To have the "Account Source" field visible on account reports do the following steps:
Making the Account Source Field visible to required Profile
· Click on Your Name (Top right hand side) >> Set Up >> Administration Setup >> Security Controls >> Field Accessibility
· Choose Account >> View by Fields >> Account Source
· Choose the Field Access for the required profile - Read Only Or Editable as per requirement
Making the field available in page layout
· Click on Your Name (Top right hand side) >> Set Up >> App Setup >> Accounts >> Page Layouts
· Edit the appropriate page layouts you want this field to be available in
Once done Create a Custom Report Type with Account as primary object and Activities is secondary object
Refer to the following document - Custom Report Type
Now build a report on this report type and you can add the Account Source field to this report
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Regards,
Paul Enos
Cell: 508.243.1850
