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0answers
13 views

How would I set up this report?

I need to create a report that relates 3 objects. Account, Opportunity, And Lead. I am having troubles getting all the fields needed. Lead and Opportunity have a lookup to an account and it doesn't ...
0
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1answer
12 views

Report - Recreate Standard Report Type

There is a standard report type Campaign with Contacts that has almost everything I need. Is it possible to clone this report type? If not, what objects should I join in my custom report type to get ...
0
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0answers
20 views

Salesforce Report Type

I see in the schema builder the relationship between Account -> Contact -> CampaignMember. Is it possible to build a report type that has these relationships? See the link below. ...
1
vote
1answer
23 views

Rest API report type object relation

I tried to retrieve report type object relation from rest api. I have checked almost all documentations about this but could find anything about it. Could you please help me if you know a way to get ...
0
votes
1answer
13 views

Salesforce report relationships

I have noticed there are 3 ways to get data across related objects into reports. 1.) Custom Report Types - you can create report types with a Parent Object and traverse down related Objects. 2.) ...
0
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0answers
21 views

Can't add custom report type to joined report

I am making a Joined report and am having troubles with adding a custom report type. The relationship between the objects works like so: Account -> opportunity -> Quote -> Plan Design(custom ...
0
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0answers
16 views

Leads, Contacts, and opportunities associated with a Campaign

Is it possible to have the leads, contacts & opportunities associated with the campaign in a single report.I tried the 'Campaigns with Leads and Converted Lead Information’ report type but it does ...
1
vote
0answers
9 views

Report with a wrong Territory View

I created a custom Report Type "O-p-p". A report X with the "O-p-p" custom Report Type. When I build the report I cannot see any row, because it is set with a certain territory point of view in ...
0
votes
0answers
14 views

Creating a report on users using mobiles platforms by month

I want to create a report on users who use salesforce through ipad and mobile. is it possible to do this ?
1
vote
2answers
34 views

how to pass operators dynamically to if condition

I am trying to implement multiple filters on visual force page to generate custom reports by using external system data from rest call.I am not going to store anything in salesforce objects.So i ...
1
vote
0answers
19 views

Converting a string to variable of a wrapper class on runtime for achieving multiple search criteria like in reports

My target is to place a multiple filters on Visual force page to filter data just like in reports.This data is coming from external system on a rest call.I was storing this data in a list of wrapper ...
0
votes
1answer
50 views

How to get reportType for many reports

I'm currently getting some basic information regarding all of my reports like so: SELECT Id, Name FROM Report I have around 5000 reports. I'd like to be able to get the type of report as well ...
0
votes
2answers
46 views

Report Type issue?

I have created Report Type Opportunity without Contracts (Criteria used primary object- "Opportunity" and Contract as the related object. Relationship used - "A" records may or may not have related ...
1
vote
1answer
20 views

Status field on ContractLineItem not available for reporting

I am creating a custom report Type with Service contract as primary object, and ContractLineItem as secondary object (both standard objects). On ContractLineItem, i need to include "Status" field ...
6
votes
1answer
109 views

Reporting: Grouping by Date (Calendar Month) without omission of empty months

I'm generating a series of RevenueItem__c objects, which are master-detail related to Opportunity. The series is sparse: there are month with and without RevenueItem__c objects. Even gaps of many ...
0
votes
1answer
134 views

Generate a conga report with account and 3 custom objects

I have 2 parent objects - Account and SP. Account has one child object - Actls and SP has another child object - Trgt. I want to fetch data from 2 child objects - Acts and Trgt in same table set. I ...
0
votes
0answers
30 views

Topic Assignment Reports

I am trying to get a report of all contacts that have a particular topic assigned to their contact record. I have tried creating a new report type for Topic Assignment but am not able to get the ...
0
votes
1answer
254 views

summary report on visual force page

can any one help me out in this.I have created a custom visual force page on "quote " object in a PDF format where the data gets displayed .Now Can we create a summary Report like data with subtotal ...
0
votes
1answer
46 views

Error: The value is only allowed in Mobile Configuration Filters

I want to display All Cases owned by user, grouped by Status using Standard Reports. I selected Cases from Customer Support Reports folder and applied a filter Case Owner equals $User.Id for cases ...
2
votes
3answers
123 views

How do we setup a report to show year-to-year comparisons by week or a particular date?

We have Salesforce with the Nonprofit Starter pack. Does anyone know how to do year-to-year comparisons (based on week) based on a particular date range? Please see image below for format of report we ...
0
votes
1answer
80 views

Unable to Add 5 Objects on Custom report Type

I am tying to add 5 Objects on Custom report Type. These 5 Objects have Relation. After adding 4 th Object it is showing some error. like Object Limit Reached, You can associate up to four objects to ...
0
votes
1answer
113 views

Reporting magic between Contacts and Activities - filtering joined reports across different criteria

We're trying to create what seemingly should be an easy report (and can't get it to work) where we measure the total number of user activities in the Contact object over the past 7 days by user vs the ...
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votes
0answers
28 views

Activity Report that Ignores Marketo

I have a team of account managers that are responsible for reaching out to all of their respective clients every 2 weeks. On the 1st and 15th of the month, we run a report to see who has reached out ...
1
vote
0answers
43 views

I need to Generate a Report on case object by using Picklist value

Field name is STATUS AND picklist value is CLOSED - SUCCESS and another field is CLOSED DATE Scenario is ( STATUS(CLOSED - SUCCESS RECORDS) / TOTAL RECORDS OF CLOSED DATE ) I want Formula for ...
1
vote
1answer
118 views

How to add custom filter in salesforce dashboard

how can i add a select box to select time period in dashboards, or in which way to proceed to acheive this I added filter to dashboard, but im unable to set the filters for this month, last 6 months, ...
2
votes
1answer
161 views

Case Article vs. Knowledgebase Case Article. What's the difference?

I am working with reporting on Knowledge Articles. One metric the business would like to see is cases being associated with articles. This is pretty straight forward and I use the CaseArticle ...
0
votes
0answers
87 views

Product with Orders and Opportunities joined report

I'd like to create a report showing how many actual Orders have been created compared to the number of Opportunities - but split by products. I thought I would be able to create a joined report from ...
0
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0answers
71 views

Record count value use in filter in report

I want to use record count value to filter report in salesforce report, is it possible ? and how to use it or any other option to do this. give your suggestion. Regards., Vimal
1
vote
1answer
75 views

Activities on Opportunities

I am trying to pull the report for activities on Opportunities. I have created a CRT "Opportunities with Activities" and deployed it. When I am trying to pull the report for all opportunities for ...
0
votes
1answer
149 views

Creating report to pull activities

Iam trying to create report that pulls activities related to account and also activities related to contact and opportunity from that account, is this possible? i tried to create custom report type ...
0
votes
1answer
183 views

How to make reports of Feed item and Feed comment objects?

I want to make reports of fields in feed item and feed comment objects. I queried them in apex . Is there anyway to make their fields into reports. Thanks.
2
votes
1answer
93 views

Force.com - custom report type

I made a custom report type . I included a few objects and related them using object relationships which was correctly displayed in the set (Venn) diagram . However , the fields of these objects are ...
0
votes
0answers
116 views

How to create a reports for cases using historical data

We have a case with 3 values for status field (new, waiting, closed). We are tracking this field using "History tracking". If the case changes the status from new to waiting/closed it will be ...
1
vote
1answer
353 views

Records not showing up in report

Situation: Custom object 'MOP' has a master-detail to Opportunity Custom object 'Product Revenue Projection' has a master-detail to 'MOP' Custom report type Opportunities with MOP with Product ...
0
votes
0answers
81 views

Relating additional objects to my custom report type

I have created a new report type which links Process Instance and Process Report Node together so I can view approvals on my Opportunties in my report. This method works, however only the Opportunity ...
1
vote
1answer
58 views

How to relate portal user and its contact in Salesforce reports

I am trying to create report to relate portal user and its contact who have campaign history.I'm able to relate contact and portal user but i couldn't get campaign history result.I created a report ...
0
votes
1answer
70 views

How to get the LookUp label name in Report Types

Can any one help me out ??I shall appreciate your help. MY org uses Xactly Express app : we do have different objects and report types generated . In report type named :XCCreditDealResult ,we do ...
1
vote
2answers
307 views

Custom report type is missing

We have few reports based on one custom report type (e;g efforts with case) but weird part is when i try to edit this custom report type; it is not showing up... but I am able to create reports of ...
1
vote
1answer
114 views

Cross Filter Disabled For Report with Master Detail Custom Report Type

We have a custom report that uses a custom report type but when we try to add a cross filter on the report the option is greyed out / disabled. The custom report type has a relationship from ...
4
votes
1answer
730 views

how to deploy a report type from sandbox to production

It does not seem to be possible to deploy a report type using the deployment wizard in salesforce. How can I deploy a report type from my sandbox to my production org? I need detailed instructions.
2
votes
2answers
56 views

Report showing grand parents with no grandchildrens

Can we build a report to list down all grand parents with no grandchildren's? For e.g., Lets say we have following data model Contacts --[lookup]--> JobAllocation ---[MasterDetail]--> ...
0
votes
0answers
304 views

Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
0
votes
1answer
45 views

Create report which shows Opportunties in Stage X for longer than Y days

I would like to create a report that will show Opportunities that are stuck in stages 5-8 for longer 5 days (in each stage, not collectively)
2
votes
0answers
89 views

What is the logic for the automatic creation and update of custom report types?

It seems there is a lot of magic behind custom report types. For example, if I create a new master detail field to the account object for "Custom" a new report type "Accounts w/Custom" is created ...
1
vote
1answer
498 views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
1
vote
2answers
55 views

Report on contacts filtered by Account custom object

I have three objects: Account, Contact, and a custom object called Order that belongs to Accounts (via a lookup). I want to create a report that allows me to show all Contacts that belong to an ...
1
vote
1answer
405 views

Custom Report Generation -VF Salesforce

I have a requirement where I need to create a custom VF report which will be created automatically every month and will be sent to the respective client along with email template. Though I have not ...
6
votes
3answers
273 views

Report Type Clean-Up

We are planning to do a clean-up of our report types and are looking for any recommendations/best practices around this. Could you help us with the following questions: We noticed that when you ...
1
vote
0answers
31 views

Field Filters in Salesforce Report

My question is whether we can make field filters active dynamically only when we want the summarize the report with respect to the field used in the field filter. For E.g. if i want to summarize the ...
0
votes
0answers
39 views

Help need for the reporting

My requirement is to create a dashboard bar graph X-axis as createddate(MONTHLY) and the y-AXIS (RECORD COUNT) In the first image i had Groupby N EP/DPI: and write formula as ROWCOUNT/ROWCOUNT ...