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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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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11 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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14 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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12 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
21 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
40 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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7 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
43 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 ...
3
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1answer
47 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
39 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 ...
6
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1answer
99 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
84 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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22 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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20 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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0answers
26 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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21 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
113 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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21 views

How to assign a report from report folder to single User

I have created Report folder and given access to X Role. This report folder having 5 reports. Now my requirement is, assign a single report from this report folder to single User. As of my knowledge ...
0
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1answer
49 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
106 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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0answers
15 views

Split Revenue Salesforce

Is it possible that Given an estimated Revenue for an Account based on the Start and and End Date, Revenue can be split monthly. For example, if an Account X will generate 10,000 and started on April ...
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1answer
355 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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82 views

Product with Orders and Opportunities joined report

I'd like to create a report showing how many actual Orders have been created compared to the number of Opportunities - but split by products. I thought I would be able to create a joined report from ...
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0answers
44 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
221 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
242 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
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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1answer
445 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
78 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
156 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
577 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
57 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
116 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
535 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
72 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
88 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
618 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
454 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
1k 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 ...
5
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2answers
693 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
147 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 ...
3
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2answers
925 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 ...
1
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1answer
1k 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
473 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?
10
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1answer
1k 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 ...
4
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1answer
760 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 ...
3
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1answer
109 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
642 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
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1answer
261 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
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2answers
2k 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 ...