---
schema_version: "1"
id: 74cb9dcf25aaf8b2c04316cf0eb3805de603d2a707709a53931799d231abc8b0
title: Change the Principal Report Type
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_changing_principle.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_changing_principle.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ae9f3ad735c69920a83657424a1d8246e7070d5a75728ecc99dc32a60dc2397c
description: The principal report type controls how common fields are named. A joined report must have a principal report type. You can change the principal report type at any time.
products:
  - Cross Cloud
release: "264"
---
# Change the Principal Report Type

The principal report type controls how common fields are named. A joined report must have a principal report type. You can change the principal report type at any time.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d11769e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11769e78 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11769e78 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>

              </dl>
            </td>

          </tr>
        </tbody>
      </table>

By default, the first report type you add to the report is the principal.

The principal report type doesn’t affect what data is available for reporting.

Change the principal report type by removing its blocks. If there are multiple blocks based on the principal report type, you must remove them all. Alternatively, in Lightning Experience, change principal report type by reordering blocks. In Lightning Experience, the first block's report type is always the principal report type (the first block is the top-most in the OUTLINE).

When you remove the principal report type, the way the new report type is selected depends on how many report types the report contains.

- If the report contains only two report types, the other report type automatically becomes the principal.
- In Lightning Experience, if the report contains more than two report types, the report type of the first block is the principal report type. The first block is the top-most block in the columns pane.
    
    In Salesforce Classic, if the report contains more than two report types, a dialog displays that prompts you to pick one of them as the new principal report type.

#### See Also

- [Add a Block](https://help.salesforce.com/s/articleView?id=analytics.reports_adding_blocks.htm&release=264.0.0&type=5 "Adding blocks to joined reports lets you create multiple views of the data included in a single report.")
- [Add a Report Type to a Joined Report](https://help.salesforce.com/s/articleView?id=analytics.reports_adding_report_types.htm&release=264.0.0&type=5 "Adding a report type lets you expand the set of data available for analysis in a joined report.")
- [Joined Report Limits, Limitations, and Allocations](https://help.salesforce.com/s/articleView?id=analytics.reports_unavailable_with_joined_reports.htm&release=264.0.0&type=5 "Most of the things you can do with reports you can also do with joined reports, such as find, add, and remove fields; summarize fields; and run and save reports. However, there are some things you can’t do. When working with Lightning Experience joined reports, there are some Lightning Experience-specific limits and limitations to consider.")
- [Combine Different Types of Information in a Joined Report](https://help.salesforce.com/s/articleView?id=analytics.reports_working_with_joined.htm&release=264.0.0&type=5 "The joined report format lets you view different types of information in a single report. A joined report can contain data from multiple standard or custom report types. You can turn any existing report into a joined report using the report builder.")