afv-library/skills/platform-report-generate/references/column-names.md

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Column Names by Report Type

Report metadata uses platform report column names, NOT raw API field names. These names are report-type-specific — ALWAYS verify using MCP tools (get_metadata_type_sections or get_metadata_type_context).

Opportunity

Object.Field Report Column Name
Opportunity.Name OPPORTUNITY_NAME
Opportunity.Amount AMOUNT
Opportunity.CloseDate CLOSE_DATE
Opportunity.StageName STAGE_NAME
Opportunity.Owner FULL_NAME (NOT OWNER_FULL_NAME or OWNER_NAME)
Account.Name ACCOUNT_NAME
Opportunity.CreatedDate CREATED_DATE
Opportunity.Probability PROBABILITY
Opportunity.Type TYPE
Opportunity.LeadSource LEAD_SOURCE

CaseList

Object.Field Report Column Name
Case.CaseNumber CASE_NUMBER
Case.Subject SUBJECT
Case.Status STATUS
Case.Priority PRIORITY
Case.Owner OWNER (NOT OWNER_NAME or OWNER_FULL_NAME)
Case.CreatedDate CREATED_DATE

LeadList

Object.Field Report Column Name
Lead.FirstName FIRST_NAME
Lead.LastName LAST_NAME
Lead.Company COMPANY
Lead.Status STATUS
Lead.LeadSource LEAD_SOURCE
Lead.CreatedDate CREATED_DATE

AccountList

Object.Field Report Column Name
Account.Name ACCOUNT_NAME
Account.Id ACCOUNT_ID

AccountContactRole

Object.Field Report Column Name
Contact.FirstName FIRST_NAME (NOT FULL_NAME or CONTACT_NAME)
Contact.LastName LAST_NAME
Contact.Title TITLE (NOT CONTACT_TITLE)
Contact.Email EMAIL (NOT CONTACT_EMAIL)
Contact.Phone PHONE1 (NOT CONTACT_PHONE)
Contact.MailingCity ADDRESS2_CITY (NOT CONTACT_MAILINGCITY)
Account.Name ACCOUNT.NAME (NOT ACCOUNT_NAME — uses dot notation)
AccountContactRole.Role ROLE

AccountContactRole FILTER columns

Filter <column> values use plain names for Account fields — NOT dot notation:

  • Use INDUSTRY (not ACCOUNT.INDUSTRY)
  • Use TYPE (not ACCOUNT.TYPE)
  • Use ACCOUNT_ID (not ACCOUNT.ID)
  • Only ACCOUNT.NAME uses dot notation (for display columns and groupings only)

Common Mistakes

  • OWNER_FULL_NAME → Use FULL_NAME (Opportunity) or OWNER (Case/Lead)
  • OWNER_NAME → Use OWNER (CaseList) or FULL_NAME (Opportunity)
  • CONTACT_NAME → Verify per report type; some use FIRST_NAME + LAST_NAME
  • ACCOUNT_NAME → For AccountContactRole, use ACCOUNT.NAME (dot notation)
  • FULL_NAME → NOT valid for AccountContactRole; use FIRST_NAME + LAST_NAME

Custom Fields

Custom fields use the format <ObjectApiName>.<FieldApiName__c> (e.g., Opportunity.Custom_Field__c).