Field on object not accessible in Report Builder
We recently started using Salesforce's Survey tool and are having trouble reporting on it.
When I look at a SurveyInvitation in Lightning, one of the fields I can see is "Participant", and I can also see that field in the Object Manager for SurveyInvitation. Here is what I see in Lightning Experience:
I've created a straightforward custom report type to report on SurveyInvitations. However, in the "Fields Available for Reports" section, there is no Participant field.
Why is this? Is there any way to make the field available for reporting? How to get an object report? I have already checked in Object Manager that it is not a field-level security issue.
Here is the path to get the object report in salesforce Go to Setup > Create > Report Types. At the bottom under Fields Available for Reports click Edit Layout. Then drag and drop the fields you want to display on report from right-hand side panel and save it.
The participant of a survey is always a lead or a contact or a user. SurveyInvitation object has 3 different fields - LeadId, ContactId, and UserId which look like they're integrated into one field on the UI i.e. Participant. User the 3 different fields to get the records. They're lookup fields.