Tagged Questions

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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12 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
32 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
43 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
46 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
88 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
50 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
58 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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27 views

Opportunities are showing empty in forecast report

In the Forecast report Opportunities name column showing empty records..Why the empty records are showing??
2
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2answers
164 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
39 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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0answers
47 views

Is there a workaround allowing joined reports to be viewed by lower hierarchy?

I have a joined report that needs to be used by people throughout our organization but it is limited in view by hierarchy. I know that joined reports cannot be set-up with a Opportunities and ...
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0answers
37 views

Activity with Accounts & Opportunities report

Is "Activity with Accounts & Opportunities" report type possible? Basically,I want to extract all those won opportunities whose corresponding Account had an activity assigned to me.
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1answer
76 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
201 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
54 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
59 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
370 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
204 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
765 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
474 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 ...
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1answer
117 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
731 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
605 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
314 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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1answer
959 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
448 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
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1answer
95 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
372 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. ...
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1answer
139 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 ...
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2answers
1k 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
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1answer
499 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 ...
2
votes
1answer
2k 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 ...
2
votes
2answers
3k 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. ...