Dashboards help you make decisions based on real-time data you’ve gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities.

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3answers
31 views

How to find out all dashboard schedules? [on hold]

User would like to know all existing dashboard refresh schedules if they were scheduled to refresh.
0
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0answers
10 views

Create (clone) filtered dashboard but with only one hard-wired filter (no drop down)

Hi I am aware you can create 'filtered' dashboards as described here and you can also create 'dynamic' dashboards which filter on user as described here. However neither of these really fit my ...
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0answers
14 views

Development assistance with Box cloud connection [closed]

Our current knowledge base document is located in Box cloud And what we would like to generate an iframe page to access to these knowledgebase document within salesforce with security key token. ...
1
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2answers
32 views

Refresh dashboard with action or URL

Is there a way I can initiate a dashboard refresh from a VF page remotely? Is there an action or a URL I can use to refresh a specified dashboard? I want to recreate the refresh dashboard button on ...
1
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1answer
23 views

Adding filter to dashboard using Apex or visualforce

We have a dashboard that we want to scale for all Accounts, currently it is based on one account. User should have the capability to see this dashboard for any account that he chooses Is there any ...
0
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1answer
20 views

User Permissions for Sharing Reports and Dashboards

I want to give specific profiles in my organization the ability to modify and use Dynamic Dashboards. According to this Salesforce Help Page, I need to give the following permissions to the ...
0
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1answer
26 views

Need help with Reports and Dashboards

I have a custom object "Case Status History" which is a kind of audit log of the Case Status Change. Whenever a Status of a Case is updated , a record is created in this object. Status Values has ...
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0answers
16 views

Report to show percentage of total records which is in bucket Visualize in Gauge

I want to show percentage of surveys which has a score with 3 or above in a Dashboard - more specifically i want to show it in Gauge - is that possible? I have bucketed the 3-4 scores and it show the ...
0
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0answers
9 views

Cross origin reference is not allowed [duplicate]

We have to display different dashboards to different profile's on user home page.while displaying dashboard in home page, using a VF in home page components, the dashboard link is not opening. when I ...
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0answers
11 views

Report in dashboard are unable to be accessed

I have created a dashboard folder in which I have many reports. Also I have shared the reports to different users still the user is not able to see the reports.The error is shown as insufficient ...
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0answers
18 views

need way to Reduce report

I have created 2 reports on account with same filter criteria,but different group by 1 report group by Geography 2 report group by Indusrty. and summarizing the annual revenue field for both report ...
0
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2answers
19 views

Is it possible to create a publicly viewable dashboard?

I understand how to make a dashboard "public". But public seems to mean visible to other members of the Salesforce organization? I would like to make a report viewable by anyone without logging into ...
1
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1answer
33 views

Login History, User Session and User Activity reports in custom visualforce page leading to chart.js dashboards

I am looking to draw charts/ graphs much like Google Analytics dashboards that answers questions around Salesforce user activity like: Which users are currently logged in our org? Where from? How ...
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1answer
25 views

How to bring salesforce report in .Net website?

I want to display salesforce report/dashboard in my website. or any way to get report data with partner api? Can any one help me? Thanks, Bhavesh
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0answers
16 views

Add a dynamic title to a dashboard that is sent by email

I have several dashboard that i send to clients by email. I would like to add a dynamic title (a kind of 'label' or component) so clients have a better understanding of what campaign/month or week ...
0
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0answers
12 views

How to fetch dashboard reports in third party website?

I need to display same reports and dashboard in third part website (asp.net). I am using salesforce partner API. However is there any way that I can download all the reports and attach it to asp.net ...
0
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0answers
40 views

How do I Show more than 10 rows in a visualforce Dashboard table?

So I created a controller that pulls the name of the user and 2 custom fields to show in a table (with some criteria in it). I create a visualforce page to show this table in a dashboard. I know the ...
0
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1answer
16 views

Report for Public Groups

I need to create 7 groups and track who has the biggest sales. Can I create a report about the group members's total sales and compare it to other groups? How can I achieve this? Thanks in advance. ...
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0answers
19 views

How can we extend the standard dashboard chart size?

I have created visual force page and classes. In my output not display full chart of dashboard. I need to display full chart of dashboard and how to extend the standard dashboard size. Is it possible ...
0
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0answers
15 views

How to create bar chart dashboard report with details included?

I am creating a series of bar graphs and gauges for a dashboard. One of the charts for example is meetings scheduled in the last 30 days by sales rep. I have created a matrix report with the columns ...
0
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1answer
56 views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
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0answers
22 views

access to dashboards and reports within folder

I created several reports with corresponding dashboards All the dashboards are located in same folder All the reports are located in the same folder I now want to give a user read only (run) access ...
1
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2answers
24 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
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0answers
18 views

Percentage is not displayed in displaying units in gauge dashboard

I want to display a dashboard that a picklist field(say StopSurvey) that has Yes or No values. I want to display only the Yes in percentage format. But in gauge dashboard display units , percentage is ...
0
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0answers
12 views

How to overcome the colour over-ridden issue in barchart?

I need to display the reports as mentioned above. But the green value gets over-ridden by the yellow value like below .I have specified "stacked=true". Here is my code : controller: public ...
0
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1answer
19 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
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0answers
13 views

Error while creating a dashboard with tabular report as a data source

I get the following error while trying to add a report which is a tabular report.Can you help me with the settings that needs to be changed in dashboard settings so that I can display the dashoard ...
1
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1answer
56 views

Unable to see Dashboard in Salesforce1 app

I have created a Dashboard in SalesForce Developer Edition. I want to show it in SalesForce1 mobile app. Can anybody tell me what is the process to do that ?
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0answers
40 views

Unable to see Dashboard in Salesforce1 Mobile app

I am new to SalesForce. I have created a sample Dashboard in SF using custom objects and data. My Dashboard is appearing in desktop. But I am unable to see my created Dashboard in SalesForce1 Mobile ...
1
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1answer
91 views

How to display a dashboard on visualforce page and refresh it automatically at 2 pm and 8pm regularly

How to display a dashboard on visualforce page and refresh it automatically at 2 pm and 8pm regularly. i am using the following code: <apex:page sidebar="false"> <apex:iframe ...
0
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0answers
36 views

How to display a report list in radio button and after selecting a report from that list how to display the Report in that page

In vf page there is a 1. “Search Report” text box. 2.”SearchReport” Button 3. “GenerateReport” button.When we will put any input in the search box and will click on the SearchReport Button it ...
1
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1answer
130 views

Lightning UI New Opportunity Dashboard

We are testing the new Lightning UI in our Sandbox and are trying to show the new benefits during a presentation tomorrow to our Sales team. However, there is one part on the initial home screen we ...
1
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0answers
21 views

Bar chart Opportunities owned by current user vs team

I would like to have on a dashboard bar chart for each Opportunity stage sum of the amounts of the Opportunities owned by the current user and stacked above it the sum of the amounts of the ...
0
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1answer
20 views

List Mailchimp Current Member Counts in Dashboard

I'd like to create a dashboard that shows administrators the current Mailchimp Lists by name and their current total subscribers. Is this something I can do with the Dashboard configurator alone, or ...
0
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1answer
25 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....
3
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1answer
143 views

Will Wave Analytics become part of Standard reporting soon/ever?

Wave Analytics is an amazingly easy to use and flexible way to analyse Salesforce data. Lightyears more advanced than the current standard reporting and dashboard functionality. Are there official ...
1
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2answers
57 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
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0answers
12 views

Would dynamic dashboard work if I want a particular user only to view reports in dashboard?

I have two dashboards with different reports.I want to transfer some reports form one folder to another folder but for a particular user. Should I create dynamic dashboard.If yes what would be the ...
1
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1answer
28 views

Dashboard in home page is not showing filtered

I followed the steps to add a filter to a dashboard that I created. So far so good, but when I try to load the dashboard from the home page, it is not showing the filter. Am I missing anything?
0
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0answers
93 views

WAVE - Pass Parameter to filter in Dashboard

Is it possible in Salesforce Wave (Analytics Cloud) to default filter via the URL a bit like Report is working (?pv0=blabla) so that from an account I can create a custom button that redirect the user ...
0
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1answer
14 views

Display Number of Accounts Called in Quarter using Dashboard Component

I am currently using Professional Edition. I need to create a Dashboard Component that displays the number of Accounts called by a user in current quarter. For example, Joe owns 65 Accounts and has ...
-1
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1answer
56 views

Use group by and limit at the same time in Salesforce report

Good day everyone, I have question about salesforce Report. Suppose I have a product object with field product_name and quantity. Now I want to create a report that will get the total quantity of ...
-1
votes
1answer
54 views

Get the Report ID from a Dashboard Component

I have a list of Dashboard Component IDs and need to get the Report IDs from them to create a new Visualforce page with those reports. How would I get the Custom Report IDs knowing the dashboard ...
0
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0answers
53 views

Adding Dashboards to Home Page

I see this has been asked many times but I need to display more than 3 dashboards on my home screen. I have tried the iframe method but that seemed to pull the dashboard that I was currently looking ...
0
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1answer
73 views

Create Dashboard to track Target Activities

I would like to create a report with a Dashboard component that compares the number of activities that a user has logged in a Current Quarter against a Target number of activities that have been set ...
0
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2answers
32 views

Dashboard- To display how many new records are made

Is there a way to display reports in a seven-day week format? Example: Monday - 100 records Tuesday - 60 records etc.. until Sunday To be displayed in bar chart. Is COUNT possible for ...
1
vote
2answers
73 views

Create Report to show Accounts that have Activities /No Activities Logged

I would like to create Dashboard /Report that displays number of Accounts that have been called /not called (activities). For example, I have 10 Accounts and 6 of these 10 accounts have been called ...
3
votes
2answers
39 views

Scenario: 'Profile view' vs 'Dashboard view'

I have a scenario with n groups. Each group has: - a coordinator viewing all the cases managed by his group; - the simple users viewing their own cases. The "problem" is that there exists an n+1-th ...
2
votes
1answer
352 views

limit for dashboard run as as the logged-in user

After I've created a certain number of dashboards set for running as the logged-in user, Salesforce tells me I cannot create another one. In order to solve this problem I deleted 2 of those ones ...
2
votes
1answer
46 views

Dashboards: how to insert them in the home page of a user

Suppose that the Administrator has created a set of Dashboards. Suppose that Andrea Montanaro is a certain user with the Profile Finland. Suppose the Admin wants to include in Andrea's Home Page the ...