A joined report "lets you view different types of information in a single report."[1] They allow you to join up to five objects together in one report. [1] http://login.salesforce.com/help/doc/en/reports_joined_format_overview.htm

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grouping by date in joined report

i created a joined report who needs to show the daily records(leads,opportunities,accounts) that created by owner. i started in joined reports that include leads,opportunities,accounts i grouped them ...
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22 views

How to remove row with record count 0 from one particular report block in a joined report

I have a joined report on Account and its 2 related objects. Report Block 1 with Account + OBJ1 Report Block 2 with Account + OBJ2 Joining is on Account Id. Both of these blocks have their own ...
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2answers
37 views

Is it possible to retrieve data from an object which has lookup relationship with other object and display in report

I have 3 objects opp1,mile2,cust3. mile2 and cust3 are related list in opp1 mile2 has opp1 as lookup field cust3 has opp1 as master detail I have to create a report which have some fields in mile2 ...
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29 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 ...
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17 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 ...
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22 views

Unable to create reports based on activities in sfdc

I got a requirement like to create reports for activities.i have user able to view all accounts and Opportunities.But he can't able view all activities while creating reports.I don't where it will not ...
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1answer
27 views

GetsessionId formula not working in joined report

I have a formula field on Opportunitu using the getsessionid() formula. I added this field to a report. This works fine in a tabular report but not working in a joined report type - the session Id ...
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15 views

Display a joined report in Salesforce1

I want to display a joined report in salesforce1, but It seems that it is not possible. So I created a visualforce page and I copied into it the content of my joined report, and again it didn't ...
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1answer
63 views

Passing Variables to Joined Reports in JavaScript

I would really like to create a button to a joined report that gives information on the current account. I am used to passing parameters in standard reports, but I have found out that I can't do the ...
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1answer
23 views

Add Contacts to Campaign from Joined Report

I have a joined report that shows a list of Contact email addresses that I'd like to add to a Campaign. However, because of the way the objects are structured (Contact > Junction Object > Membership ...
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1answer
31 views

Report on Parent with two Children

I haven't found a clear answer on this: is it possible to create a nice report of one parent object with multiple children? I've been able to achieve a report that can filter (with cross-object ...
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1answer
38 views

How to join two selects

I have these queries, select ownerId from account select firstname from user How can I join them? OR How can I get the owner name from account table? Thanks in advance.
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15 views

How to show Revenue in a Dashboard

I had created separate fields for the object Revenue. January,February,March,April... till December. In the Report I can create the Sum of Jan, Sum of Feb,Sum of March .... till Sum of Dec. With ...
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1answer
21 views

Report to show Contact with two different Custom Object types

I have a Contact Object and a custom object called "License". On the License object custom field "Type" specifics if it is an "Evaluation" or "Commercial". Additionally, custom field "Product" ...
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2answers
63 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 ...
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1answer
140 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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26 views

salesforce Report in pdf

I need to show the salesforce standard report in pdf format. please help on this as I tried getting the report into visual force by using <apex:page showHeader="false" sidebar="false"> ...
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1answer
58 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 ...
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15 views

Alternative way of finding the Report type

I need a little help with Reports. I get the report metadata in JSON, but the returned reportType is not meaningful enough to me so I can tell for sure for which Objects is the report. Here's sample ...
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23 views

Populating Custom Object only once in Joined Report

I have two custom objects linked together in Salesforce. One is a subObject and this subObject has 14 record types. Which means 14 subObject Records per each Master Object. I have created a Joined ...
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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....
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0answers
20 views

Generating reports on Opportunities having Related list with contradictory conditions

I have an custom Object Eval which is having lookup relation with Opportunities object. This Object Eval having a field ' Type ' which is of type pick-list with some values like 'A','B','C' If two ...
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72 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 ...
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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 ...
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28 views

Opportunity report with Contacts with specific Activities

I want to make a report with Opportunity information. I want to filter out Opportunities where the Contact has an activity assigned to a specific User. Our activities are only linked to the contact, ...
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1answer
26 views

How to the pull the report start date less then close date?

I am trying to pull the report start date < close date in opportunity object,It is possible to do it?
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1answer
62 views

joined report setup

In my data model I have the opportunity object with a lookup to a custom object called tenant. I have another custom object called subs that also has a lookup to tenant. How can I create a report ...
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14 views

Merging two formula fileds in one new formula field in Reports salesforce?

I am creating a dashboard with reports. There are two different reports out of which I have to club two different formula field and have to show one new report. Note - Formula field are not custom ...
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2answers
62 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 ...
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1answer
107 views

Getting the type of report Programmatically

I want to identify the type of the report pro-grammatically. I am using Reports.ReportDescribeResult describe = Reports.ReportManager.describeReport(objReport.Id); But it fails for Joined ...
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1answer
69 views

Multi-Object Report without APEX?

I created the attached report via a custom Controller, but now I have to recreate it without using APEX since my client won't pay for anything except Contact Manager edition. Columns 1,2,5 and 7 come ...
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1answer
328 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 ...
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1answer
346 views

We need to Export Data from Joined Report

We created a Custom Report Type. We need to export data from custom joined report type. Suggestions will be appreciated. Thanks..
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1answer
315 views

How can I use Reports to parse long text fields?

It seems Reports can only search on the first 255 characters of a long text field. How can I use Reports to parse long text fields?
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1answer
105 views

Report that joins Campaigns, Contacts, and custom objects

I have a custom object (called Publications), which is related to Contacts through a Publication Contact Relation object, with Publications and Contacts as master-detail fields. I would like to ...
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1answer
151 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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1answer
534 views

Visual force page that filters a report

In Summer 15 our little HTML hacks will be going away and we will all need to make VF Pages in order to continue to make people happy. On my home page I have a custom component that looks like this ...
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0answers
49 views

Joined Report Chart Issues

I created a joined report with two report types and a formula field for each report type in the joined report. When I try to create a chart that shows the two formula fields for some reason the report ...
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2answers
386 views

Report on Campaign to show Leads Converted and Opportunities Closed Last Quarter

I need a report which shows Leads associated with in the last Quarter as well as the revenue the Campaign has generated in the last Quarter. I have been able to build to separate reports - one report ...
3
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2answers
560 views

Is there any way to restore a deleted report after emptying the recycle bin?

I want to restore the deleted reports,the reports are deleted 60 days ago.I check it on RecycleBin but it have only the 15 days records so, Is there any other possibilities to restore it? Thanks ...
2
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2answers
58 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]--> ...
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1answer
745 views

Display Percentage below the total in the summary report

I am trying to create a summary report in which I am trying to create percentage formula.I used the formula for calculating for percentage as ...
4
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1answer
95 views

Report with OR filter

I am currently creating a joined block report in SalesForce. They both have date range filter. Example: Production start date Range next 120 days from Date1 to Date2. But I would also like to include ...
2
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1answer
236 views

Summarizing a joined report by an uncommon field

I am working on a joined report in which I want to summarize by a field that is available to one report block only. I have two blocks, i.e. two reports that I join. Help appreciated.
2
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2answers
808 views

URL hacking to dynamically change filters for Joined Reports?

I'm trying to provide dynamic links to a Joined Report (in this case, the first block is Activities with Contacts, and the second block is Activities with Leads). I have only a single filter in each ...
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0answers
69 views

Choose Relationship For Joined Reports

I'm trying to build a joined report showing information about cases and related contacts, but I can't get the report to choose the correct data. Here's my data model: ...
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1answer
140 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 ...
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1answer
800 views

issue with joined report grouped by owner

Data Model the standard Opportunity object custom object called Objective Both have an owner field. Problem Wanted to make a joined report as follows: Opportunities with Products as primary ...
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1answer
79 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
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1answer
118 views

Sum the number of Leads for each Country?

I have a report that shows the number of countries that exist in Leads, How can I show the number of Leads available for each Country? Ex: Country Unites States Canada France UK ...