The tag has no wiki summary.

learn more… | top users | synonyms

1
vote
2answers
23 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
13 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
30 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
40 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
18 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
85 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
79 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
21 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
160 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
36 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
98 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
66 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
100 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 ...
0
votes
0answers
26 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
38 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
96 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
130 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
76 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
votes
0answers
62 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
66 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
116 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
140 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
88 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
84 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
288 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
73 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
42 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
52 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
237 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
67 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 ...
1
vote
1answer
84 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
585 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
265 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
40 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
84 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
400 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
52 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
324 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 ...
3
votes
3answers
225 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
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
250 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
114 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
28 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
249 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 ...
3
votes
1answer
66 views

Custom report types for Accounts

I have a requirement to show All Accounts without open Opportunities (also report should all accounts without any opportunities as well). Below are the steps I followed: I created a custom report ...
1
vote
0answers
53 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
38 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
54 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 ...