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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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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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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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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42 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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55 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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11 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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22 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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12 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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20 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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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....
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19 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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65 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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32 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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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
24 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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58 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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11 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
54 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
96 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
56 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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208 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
242 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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27 views

Calculate the percentage of people in two campaigns

I would like to display the percent of people in campaign A that are also in campaign B on a dashboard. I have tried creating a joined report that calculates this percentage. Unfortunately, this ...
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31 views

Grouping blocks in a joined report differently

I am creating a joined report that has different versions of the same information. So it creates an overall summary of an account. I need to group blocks within the report differently, so one will ...
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35 views

Join Query in Excel from salesforce

I have a requirement to join Account and TSF_vod__c object by excel connector add-ins in salesforce where Account_ID in TSF_vod__c has the reference of Account salesforce ID. While trying that getting ...
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22 views

Is it possible to add joined reports in the managed beta package in salesforce?

while uploading managed beta package we added some 'joined reports' into package, but it throws unexpected error. after we remove the joined reports and again upload the package, at this time package ...
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1answer
254 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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86 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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135 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
476 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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47 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
326 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 ...
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2answers
430 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 ...
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2answers
56 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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612 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 ...
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90 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 ...
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1answer
210 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.
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2answers
719 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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66 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
137 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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697 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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74 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?
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1answer
111 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 ...
3
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1answer
744 views

Join Custom object with regular object

I'm very new with Salesforce. I've been reading this page trying to figure out how to do joins. All the objects were created before I jumped on this project. I have one custom object called : ...
3
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1answer
557 views

Can't group by Date in a joined report

I have a joined reports that has 2 blocks comparing the same custom object with different filters. The grouping field is called Date and is of type date. When I add a third block, with another custom ...
2
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1answer
2k views

Create a Report showing “HTML email status” by Leads Campaign

I need to generate a report showing parent/child Lead campaigns (and the email template used) with "Opens" from the HTML email status report. The report would show the Parent Campaign, summarizing ...
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2answers
819 views

Can we create dynamic column header text in Reports?

Can anyone please clarify the following technical questions regarding reporting. •Can we create dynamic column header text in Reports? For example if we create a report that displays sales data for ...
7
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2answers
160 views

Can't deploy Joined reports thru Force.IDE

I tried to deploy reports and report types thru Force.IDE. I observed that the reports other than the Joined format were not creating any errors while deploying, but the joined reports were creating ...
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2answers
1k 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
2k 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.