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14 views

How to show boolean value as true-false instead of 0 and 1 in case of printable view in Reports

I had generated report from my custom objects and in report display columns i had included the boolean field of the objects whenever it is showing on the salesforce it is showing correctly, but when i ...
0
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0answers
23 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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0answers
15 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
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0answers
23 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
34 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
47 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 ...
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0answers
15 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 ...
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0answers
20 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
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1answer
38 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
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1answer
41 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
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1answer
38 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
56 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
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0answers
31 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
46 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 ...
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0answers
35 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
27 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
35 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
58 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 ...
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0answers
48 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
39 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
180 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
50 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
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0answers
131 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
30 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
63 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
88 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
36 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
158 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
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0answers
15 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
57 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 ...
3
votes
3answers
115 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
30 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
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0answers
44 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
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0answers
134 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
85 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
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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
154 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
54 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
44 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
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1answer
34 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
38 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
437 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
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0answers
45 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
102 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
74 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
72 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
40 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
63 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
201 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? ...