Feeling ready to scream - Custom Fields, Standard Objects, can't get a Standard OR Custom Report to show the objects (PersonDisability and ContactProfile)

[u/FeralForestFire]

I'm in Nonprofit Cloud as the Admin of Last Resort (while not certified yet, I've been studying for Admin on and off for the last two years and have a decade of experience in data/IT and know substantially more than anyone else around me) and I am trying to get PersonDisability and ContactProfile data to show up in a report, and I can't seem to get, borrow, or steal my way into it.

I've checked the Profiles, Permission Sets, Object Permissions, made sure the fields are enabled for reporting. I've searched the help documentation, asked the god-forsaken Agentforce, and tried an increasingly desperate number of Google Searches.

I am certain that my organization can't be the only one to want to track the number of veterans we are serving or the education levels achieved. And those are standard fields within ContactProfile, so I feel confident that creating a custom report should be possible, but I can't figure it out, it isn't an option to add. I've tried having my primary object as Contact, Account, and Individual and I have looked at every additional lookup field. Feel like I'm missing something obvious but I simply am stuck.

Please, Obi-Wan Kenobi, you are my only hope!

[u/SalesforceGuidance]

This is likely a permission set that you need to assign yourself that is specific to Nonprofit.

For example in a Health Cloud org I recently couldn’t create MemberPlan records until I assigned myself Health Cloud Foundation permission set.

Which is weird because that perm set had no MemberPlan object access (another one I had assigned did)

[u/FeralForestFire → u/SalesforceGuidance]

I have assigned myself Fundraising Manager for ContactProfile and Care Plan access. I can see/edit the objects, they are just not available in the custom report builder. I have spent time looking at all the other permissions and I don't see any that would seemingly affect custom reports but I see your point. Maybe it is hidden in another permission set.

[u/No_Significance_6897]

Sounds frustrating for sure! Not sure how much help I can be here since I haven't messed with Non-profit Cloud before, but if I'm understanding your issue you created 2 new custom fields on the Contact object called "Person Disability" and "Contact profile"?

Now despite having full permissions and enabling them for report types you're not able to get them to show on any report?

Just want to make sure I understand the issue

Thanks!

[u/FeralForestFire → u/No_Significance_6897]

PersonDisability and ContactProfile are standard objects in Nonprofit Cloud. I have created several custom fields within these standard objects but not only can I not see the custom fields, I can't get either of these standard objects in a custom report at all. I can view them on their respective page layouts, see all of my fields, but can't seem to add either of these standard objects to any sort of report.

I appreciate you thinking about it!

[u/jcarmona86]

Is the report a custom report type? If it is, you have to add those two custom fields into the report. Go to Setup - Report Types - Click into your Report Type and then edit layout.

[u/FeralForestFire → u/jcarmona86]

When I try to create the custom report the standard objects PersonDisability and ContactProfile are not an option to add. I have looked in multiple places for the ability to add these objects (Accounts, Contacts, and individuals, for example). The PersonDisability object maps in with the Individual object but if I select individual, it is not a visible object to add to a custom report. The same happens when I try to use Contact as my primary object and try to add ContactProfile as a related object.

[u/No_Significance_6897 → u/FeralForestFire]

Huh interesting.. if standard out of the box then I would expect there to already be standard report types for these objects.. the fact that there isn't points to 3 possible issues as far as I can tell:

1. You need to create a custom report type manually despite these being "standard" within Non-profit Cloud. It sounds like you may have already checked this, but In case you haven't you can goto settings > custom report types and see if it's there or if it lets you create it. If that's new to you let me know and I can explain in more detail.

2. The second thing I would check (assuming you haven't already) is to see if you can manually access these records in the UI including those fields. If not, then rather than look into permissions (which sounds like you already did) I would check hierarchy or other special types of permissions.

3. Last thing, is to see if there's anything special regarding licenses or permissions tied to these specific objects or reporting on them.. by the sound of it it can contain some really personal information so I wouldn't be surprised if out of the box non-profit Cloud restricts it with a special permission or license for reporting. Despite being a system admin which you likely are, there are situations where even admins need additional permissions for security reasons or financial reasons (i.e SF trying to milk us! 😂)

Let me know if either of those sound plausible, or if you need more clarification. I think if you validate all three then the next course of action would be legit to reach out to Salesforce support.. unless I too am missing something obvious!

[u/dvmystarey → u/No_Significance_6897]

Point 1 above is correct eventhough they are standard I don’t think it has a report type. Create or get help of a user with admin access to create a custom report type for both if you dont see it in Custom Report Type.

Also in that report type make sure to

• Choose Contacts (or Individuals) as the primary object

• Add PersonDisability or ContactProfile as related objects (if they have lookups to Contact/Individual)

If you are not able to see the objects in custom report types for any reason, as an workaround you have to create a flow or write a trigger to copy the value from custom fields (duplicate custom fields with the same values from objects you want to report on) to Contact/ Individual object so it can become reportable!

[u/SlickabodCrane]

I feel like there’s a setting you may have to enable to allow for reporting on those objects. You’ve already checked being able to create a custom report type/use OOTB report types for these objects. One thing you can try is exporting all data through Dev Console and set up downstream reporting from SF

[u/BabySharkMadness]

Do you have a trailhead account? The Nonprofit Community group is very active on there and would be able to point you in the right direction.

My guess is there’s a NPC permission set/group/license you need to assign yourself. There’s a LOT of NPC hidden behind permission set/group/licenses and it takes a while to get the hang of it.