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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1answer
17 views
Scheduled reports and saving as salesforce documents
I have followed the discussion "Scheduled reports as attachment". The solution given by eyescream looked good but I have a slightly different requirement. I need to run the scheduled report using apex ...
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1answer
21 views
Add Chart to Joined report
Is it possible to add chart in Joined report? I tried to do this but the chart is not visible when running the Report.
2
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1answer
23 views
Formula to calculate difference between two summarized fields in a Joined Report
I have a Joined Report between two Report Types summarized by Account:
How can I include the difference A-B between summarized sums A and B on the joined report?
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votes
1answer
97 views
Passing variables to Joined Reports
Is it possible to pass variables to Joined Reports (as in pv0=) and/or is it possible to set the Time Frame selector for each report in a Joined Report?
The problem I am trying to solve is having one ...
3
votes
1answer
63 views
Need help understanding joined reports
I was looking into joined reports and need some understanding of how the common fields are set.
For example
I have a opportunity and Lead report types in my joined report. I also have one custom ...
2
votes
1answer
58 views
How to create letter with related data?
I want to create a letter that can be sent via email or saved as PDF (or in the worst case exported as csv).
The data for the letter comes from the following related objects:
The important object ...
2
votes
1answer
62 views
How to create report with nested accounts and custom object?
I want to create a report that shows me details from all involved objects.
The main object is an account (Record Type: 1).
Each account is connected to one account (Record Type: 2) via a
lookup.
...
0
votes
1answer
52 views
Campaign and account reports
Is it me or everyone face issues when it comes to reporting on accounts from campaign ?
I am trying to see all the accounts related to a campaign
I do not see a report where I can pull campaigns ...
2
votes
2answers
137 views
How to create a Summary Report, without repeating the same non-grouped column data?
In our App, Opportunities object is used as "Donations" with custom fields.
And our contacts make donations to our organization.
So in salesforce terms, "Contacts" can make multiple "Donations" .
Now ...
2
votes
1answer
192 views
Help with a report and/or Data Loader Export/Query
I am currently use the Salesforce for Wealth Management managed package (unfortunately), and I am struggling to export or report on some of the data.
The model is set up like this:
'Relationship ...
1
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1answer
500 views
Reporting on Multiple Related Objects
I am trying to create a report that will allow me to have a scorecard for a center-of-influence (generally an accountant or attorney) showing incoming and outgoing referrals to/from this contact.
Our ...
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votes
2answers
600 views
How to cross-filter joined reports?
As of Summer '12, joined reports do not support cross filters and I'm wondering if there is a way to work around it.
Example:
I have a custom objects for Events, Events Attended, and Work History. ...
