Reports - Lookup Fields

A common mistake is to pull a lookup field's ID numbers into a report instead of the lookup value names:

The second column with ID numbers isn't typically useful, and the third column is what people want to see.

This shows where those two columns are coming from:

Note that "Close Reason [lookup]" is in the list of fields for the top-level Case Data table. Whenever you see "[lookup]" in a field name, that is a cue that you want to add the corresponding subtable to your report, then add the field from the subtable (as the example above shows).

And then delete the "Close Reason [lookup]" field.

Custom lookup fields work the same way. If you have a custom Destination field on cases, you want to the field from "Destination [Custom Lookup]":

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us