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1
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1answer
21 views

When a lead is converted into an opportunity, does the lead get removed from the system?

Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert ...
1
vote
0answers
19 views

Is this type of report possible?

My scenario is that I would like to use ObjectA, ObjectB, and ObjectC in the same report. ObjectA has a single lookup field which points to ObjectB. ObjectC is a child object to ObjectB. I don't ...
0
votes
0answers
12 views

Oppportunity In and Out and pipeline report [closed]

I want to create Weekly report to show new opportunity created this week and opportunity closed lost this week and rest pipeline. Please help what logic should I need to follow?
0
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0answers
18 views

how to create a report with different objects with different fields

Can some one help with reports, I want to create a report with 2 different objects(Customer,Milestones) which is from same opportunity, some fields from milestones and some fields from customer. I ...
0
votes
0answers
13 views

Can I trigger an automated report that fires once email sent? (Marketing Cloud)

Within Marketing Cloud, Is it possible to set up a trigger that once an email has been sent, a report will automatically be generated and sent to an email address 3-5 days after? (to a specific ...
0
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0answers
13 views

how to create a report wihich inludes combinations of two related list under opportunity object

I want to create a report with two related list's under my opportunity object, like i have milestone and customer success feedback related list, so i want to create a report which contains fields of ...
1
vote
2answers
20 views

How to create a report which include the formulas for every column without any grouping?

I need to create a report which have to calculate the values based on two fields and need to populate in 3rd field. Example: Column1 is having the Quantity Column2 is having the ...
0
votes
1answer
16 views

Sorting Opportunity Line Item based on SortOrder Standard field In Report

I want to create a report on Opportunity Line Item which sort Opportunity Line Item based on Standard SortOrder field. I am not able to see Standard SortOrder field in report. Also, I am not able ...
0
votes
1answer
15 views

Custom Report Type with same fields as “Campaign with Leads” standard report

I am trying to create a custom report type that provides access to the same fields that are available when creating a new "Campaign with leads" report. I need to use a custom report type in order to ...
0
votes
1answer
38 views

How to create report and graph for two fields?

I selected fields from many fields of an object, that are, 1) Name(String) 2)Status(Percentage) How can I create its report & graph? Issues: I am trying but I have to group by a column to ...
2
votes
1answer
99 views

Custom Report not showing records visible to users

I understand the following: Custom Report Types must use the Role Hierarchy Reports using Role Hierarchy show all records below the current Role Sharing Rules allow records to be shared with roles ...
0
votes
0answers
9 views

Reporting on community groups

How can I make a report on Users that are not related to Any community group. I was able to make a report that displays the community members and the user and group related, but I cannot think of a ...
0
votes
0answers
21 views

Getting blank values for entitlement field in custom report

I have created a custom report type with account as parent object servicecontract ,contract line and entitlement as childs. i have created a record on entitlement which has a lookup of contract line ...
1
vote
0answers
24 views

Campaign/Campaign Member/Opportunities report

Currently we have a standard salesforce report type for showing the Campaigns with Opportunities. We want to create a custom report type that shows all Campaign - Opportunities where the campaign ...
1
vote
1answer
28 views

How do I calculate opportunity stage convestion rate %

I want to conversion rate. Let say 100 opportunities in 1 stage then they 50 opportunities moved to 2 stage so stage conversion rate is 50%. then 25 moved to 2 stage from those 50 opportunities so ...
0
votes
1answer
11 views

Is there a way to update the Names of the report Categories?

I want to update the name of the "Report Categories" but I do not find any way. Is there a solution to do this. I see 2-3 ideas posted for being able to add new "Report category" but nothing for ...
0
votes
0answers
18 views

Removing Custom Report Types from Managed Package

I have several Custom Report Types that I created and added to a Managed Package that I deployed. I want to removed these Custom Report Types from successive releases of the Managed Package. How do I ...
0
votes
0answers
14 views

Passing paramters to report from custom link in campaign

I have created a custom report on campaign and i have added a filter which is equal to blank value. now i have added custom link to campaign detail page which will allow pass the filter value through ...
0
votes
1answer
19 views

get the total sales in custom object

I have 2 custom object 'Supervisor' and 'Engineers', in OPPORTUNITY, The user can get to select the engineer depending on the picklist of group he chooses then the lookup will just display all the ...
1
vote
2answers
60 views

Create a calculated column in a report or tool/app to do so

Is it possible to create fields on a report? In SQL I was able to do this fairly easily. An example would be: Item ---- Qty ---- price --- total (qty*price) Do I always need to have total on ...
0
votes
2answers
21 views

how i am able to select contact in campaign report

Campaign is not directly related to contact but when i try to create a report type after selecting the campaign directly i am able to select contact object. can anyone please explain how i am able to ...
0
votes
1answer
32 views

trailhead reports and dashboards

in the trailhead reports and dashboards create and share a dashboard, I have followed everything and I have also posted a snapshot of the opptys by type but when i check the challenge, it still has ...
0
votes
0answers
10 views

Can i put minutes of services on my report graph?

Can i put the minutes on report graph , or build another report with minutes graph?
0
votes
0answers
17 views

Change Ownership of Account and Contact in a Report

Can any one help me out. I have a requirement ,where i need to change the ownership of Account and Contact in a report as per the country .The report generated is a Summary report.Do we have an ...
0
votes
0answers
19 views

salesforce reports hiding header

Can you hide the title report and buttons of a report and just show the report body? Example. only show the body and not show the Report Options, Buttons and Report Title? Exporting wont work ...
1
vote
2answers
54 views

Adding goals to reports/dashboards?

i am setting up some reports for the creation of dashboard that show revenue etc vs. goals for different time periods. I am currently working on quarterly revenue vs. goal broken down by Account ...
0
votes
1answer
42 views

How to create Report: My Accounts and My Account Team Accounts

I'm trying to create a report that shows me all Accounts where a User is the Owner, along with all Accounts where the same User is an Account Team member. Out of the box, the 'Accounts with Account ...
1
vote
1answer
20 views

How to get the open/unresolved cases on SFDC report?

I want list all open and unresolved cases by the time of Sep. 30. The problem is when I list it now, all the cases that are opened and unresolved before Sep. 30 are closed now. Is there any way I can ...
0
votes
1answer
22 views

Is this Possible to retrieve a report names specific to object reference. Ex:Like for account object how many reports/dashboards are associated

Requirement:-I want to fetch a report and Dashboard names which using Account ,contact,Opportunity,Lead And some custom object reference(Fields)). Is this Possible to retrieve a report name specific ...
1
vote
0answers
9 views

Reports with field to be displayed at the bottom

There is requirement where I need to add a new field display called billing rate for a work under report which would be equal to multiple of average of the whole column multiplies by 40. I have ...
1
vote
0answers
54 views

How to create a report for products with scheduled revenue?

I am trying to create a report to forecast monthly revenue with products that have a schedule. As you can see in the example below, monthly revenue is calculated based on the total product amount ...
0
votes
0answers
29 views

Line chart using 12 fields on single record

I want to display a Line Chart using a report but it should be generated from 12 fields on a single record. For Example : Opportunity record having 12 different Number fields will be used as plotting ...
0
votes
1answer
28 views

Need to create leads with or without activities and also show task field in the report

I need to create a report on Leads with or without activities and also need to show lead task field in the report... new bee....
1
vote
2answers
65 views

Group by Id but show Name Instead of Id in Report

Good day everyone, I am trying to create a report. I used a summary format of report. Then I group my report by Id of the related list. It is working well. But my problem is that, I want to show the ...
0
votes
0answers
19 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
votes
1answer
39 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
votes
0answers
24 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
50 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
38 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
votes
0answers
71 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
votes
0answers
35 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
17 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
23 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
77 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
58 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
179 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
58 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
36 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 ...
7
votes
1answer
304 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
503 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 ...