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1
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2answers
23 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 ...
0
votes
0answers
28 views

Joint Report with Bucket Field

I would like to create the report based on the below Each My_custom_object has a related Opportunity and this opportunity has a related products [totally 3 objects] I have tried the joint report but ...
0
votes
1answer
15 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 ...
3
votes
1answer
56 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.
1
vote
1answer
29 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
42 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
17 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
50 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
29 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
30 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
56 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 ...
0
votes
0answers
11 views

Report on chatter

I had created report on chatter active user without phone number .i had gave viewer access to the folder .when i am trying to access with as system admin it is showing report ,when i am trying to ...
0
votes
0answers
34 views

Automation for mass movement of reports using command line data loader or other tools

Is there a way to automate this process. Any idea will be a great sort of help. Below is a good approach for mass updating reports and dashboards manually. Announce to all your users that you will ...
2
votes
2answers
72 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
24 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
31 views

Activity with Accounts & Opportunities report

Is "Activity with Accounts & Opportunities" report type possible? Basically,I want to extract all those won opportunities whose corresponding Account had an activity assigned to me.
0
votes
0answers
38 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 ...
0
votes
0answers
80 views

Filter report using current ID

I have a report. The idea is, in a standard layout, when i embed the report, to filter it by the current if of the record that is being viewed Example: xxx.salesforce.com/b0UI000000CuzXXXXX Is it ...
1
vote
1answer
66 views

Best way to link objects for report

I am struggling to build a report that links and Opportunity to a Contact to a custom object. Here are the basics: Opportunities are actually jobs and the account id is the business. Each opp has a ...
2
votes
0answers
26 views

Problem with reports after install

I've recently created a package and I'm facing an unusual problem. Basically, in my development org, this works: String report = String.valueOf([SELECT Id FROM ...
1
vote
1answer
102 views

Translate Custom Reports and Dashboards name in other language

Hello Sir, Here I have Problem how can i translate Custom Reports and Dashboards name in other language I can translate label and field in other language but here i unable to translate Reports and ...
0
votes
1answer
42 views

Custom report types for Accounts

I have a requirement to show All Accounts without open opptys (also report should all accounts without any opportunities as well. Below are the steps i followed: 1. I created a custom report type ...
1
vote
0answers
41 views

namespace problem migrating Reports & Dashboard

I have a problem moving Reports & Dashboard from my Dev Org to Production Org which has "Different Namespace". If deployed with eclipse it reports Error of namespace. Source Org:- DEV Org ...
0
votes
1answer
31 views

Repor Types excluding records

I wonder about something: when admin create report types (including parent and child object ) with Each "A" record must have at least one related "B" record option and then create report. The ...
0
votes
1answer
33 views

Is there a way to report on who Last Published a Knowledge Article?

There are a number of fields available for version history tracking on Knowledge Articles, but I am not seeing where we can include who last published an article. When you look at the Version History ...
1
vote
2answers
213 views

Chatter Comment Feeds - or Hashtags - Reporting

I have a Case system in place for handling "Salesforce and Other Requests" in our company. People submit Cases, they get handled and closed. For both "fairness" purposes (a Case is meant for ...
2
votes
0answers
39 views

Cross filter trouble | unable to select a parent where there are no grandchildren of a certain type

I have a challenge: I want to be able to find the parent objects that do NOT have records of grandchildren of a certain type. To illustrate the challenge: I have the following objects in Salesforce: ...
3
votes
1answer
84 views

Ways of linking to a Custom Report

I've followed this blog http://www.interactiveties.com/b_dynamic_report_part1.php and managed to successfully achieve this, in a custom Visualforce page. My problem now is, since the ID won't always ...
1
vote
1answer
60 views

Custom Report Type with name space

I created a custom report type with custom object Job as primary object and joined with task object just because the report type name and label can't be changed with the default report type. However ...
2
votes
1answer
61 views

Html Status for Leads

I want to generate a report for leads object, that means how many times customer open the mails, for accounts,contacts i generated a report for leads i think the option is available or not..?? if ...
0
votes
1answer
31 views

How to get a report of orphaned objects?

I have a custom object, that one of it's fields is Account as a lookup field. And once the Account is deleted, the custom object is set to stay alive Now I need to report on all these custom ...
0
votes
1answer
51 views

Creating a report for a custom object using a filter based on a field from a standard object

I have an object [database] called trainee that is linked to Leads via email address, I want to create a report for the trainee database that includes a filter from Leads, Is this possible?
2
votes
1answer
126 views

Error running Analytic Snapshot: Some rows failed - which rows? why only 2000 rows?

I ran an Analytic snapshot, and the answer I got was that some rows have failed. I see: 2000 records were inserted... 0 records failed... My data has more than 2000 records, how do I debug it? ...
0
votes
1answer
178 views

Reports and Sharing Settings

I have shared all opportunities (read only) to a certain role in the organization and can confirm they can definitely see all the opportunities by going to the record's physical page. However, when ...
5
votes
2answers
401 views

Can we create dynamic column header text in Reports?

Can anyone please clarify the following technical questions regarding reporting. •Can we create dynamic column header text in Reports? For example if we create a report that displays sales data for ...
2
votes
0answers
46 views

Create URL which opens up a specific report type within report builder screen?

The report builder page link looks like this for every report type: /reportbuilder/reportType.apexp For users that have the ability to create reports I'm wondering if it is possible to simplify the ...
5
votes
2answers
486 views

How to remove a custom field from a managed package referenced in a custom report type?

Question Is there anyway to get rid of custom field in a managed package that has been referenced in a custom report type for that managed package? Background I've built a managed package and for ...
1
vote
2answers
343 views

Can't find a report?

There is a report on a dashboard, and a user is getting the error Error: The source report isn't available; it's been deleted or isn't in a folder accessible to the dashboard's running user. I tried ...
2
votes
1answer
205 views

Can i get person account fields in custom report type

In the report type considerations document available here, that Person account fields cannot be added to custom report type. Are these fields stored in the contact table? Can i use the add fields ...
2
votes
2answers
816 views

Can Activity Type standard field be added to custom report type?

Can Activity Type standard field be added to custom report type? I am not able to see this as a field in the layout editor.
2
votes
1answer
386 views

When adding fields via lookup to a custom report type why dont i get custom user fields as option on the Owner field?

When adding fields via lookup to a custom report type why don't i get custom user fields in the option on the Owner field? All custom fields are available for the Last Modified By and Created By ...
2
votes
1answer
137 views

How to report on 3 or more objects that have no relation between them?

Problem I would like to report on related Data in four different objects in Salesforce. The objects have no relations between each other. Apex code is populating some information from an object to ...
1
vote
1answer
319 views

How can I get the standard Age field on Case in custom report types?

How can I get the standard Age field on Case in custom report types? When i create a custom report type with Case as the primary ob, the resulting report doesn't have the Age field as an available ...
3
votes
1answer
172 views

What's wrong with my Custom Report Type

I am trying to get a report of X-without-Y type kind of report. So I created a Formula field (Number,0) with value of '1' for every Object (Account, Contact, Oppty, etc ) I than created a Custom ...
2
votes
1answer
278 views

Formula to calculate difference between two summarized fields in a Joined Report

I have a Joined Report between two Report Types summarized by Account: How can I include the difference A-B between summarized sums A and B on the joined report?
2
votes
1answer
233 views

Report for two parents that look up same child object

I have a question similar to Reports for two lookup objects that relate to a parent. I have an two objects (Payable Invoice and Cash Entry) which look up the same child (Transaction). I'd like to ...
2
votes
2answers
720 views

Generate a report with account and 2 custom objects

I have 2 custom objects(sales and service) which are related to accounts as a lookup and related to opportunities in a master detail. i need to generate a report which shows under each account the ...
1
vote
1answer
58 views

Activities with or Without Contacts

I want to pull this report - Activities with or without contacts where i can show activities and the related contact details(if contact is mapped in the activity). I tried using the standard "Tasks ...
3
votes
1answer
1k views

Record count wrong in Report

I have a Matrix Report that is based on a Custom Report Type. The Custom Report Type has 3 levels: "A" records may or may not have "B" records and "B" records may or may not have "C" records. Report ...
1
vote
1answer
557 views

Change Set deployed Custom Report Type Incorrectly

In my org and sandbox I have a Custom Report Type (CRT), Accounts with Applications, based on Accounts with at least one Opportunity. I recently used a Change Set to deploy new custom fields on the ...