General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.

learn more… | top users | synonyms (1)

0
votes
1answer
19 views

Report Criteria for Parent Child

I have a parent child objects (just lookup relationship). Can I get a report with All Parents who do not have at least 1 Child in Active Status? This is to identify any Parents who do have an ...
0
votes
0answers
9 views

Scheduled report export to email addresses

here's a scenario: I'd like to make a scheduled job, that would run every midnight, exporting certain reports to xlsx and sending them to external emails. What's the best way to do that? Thanks it ...
0
votes
1answer
12 views

Report Filter - Cannot Use Formula?

I am trying to customize an existing Report to filter based on a formula field. It was created with a Custom Report Type of My Object with Child with Grand-Child. Now we want to filter it based on a ...
0
votes
1answer
13 views

exporting a rich text field in excel

I would like to make a report of a rich text field. Unfortunately, when details are exported, the rich text is lost (linebreaks are gone for example), when opened in excel. Is there a way to export, ...
0
votes
1answer
10 views

Obsolete reports error while deploying components through SVN

I'm getting an error that 'Salesforce report is obsolete' while trying to deploy reports through svn. I searched for resolving this error on google and found that this happens because 'Enable reports' ...
1
vote
1answer
12 views

Printing a report in lightning

Is it possible to print a report in lightning without the rest of the browser items? My issue is that none of the aggregations save. Perhaps there is a chrome extension that may solve the issue. ...
0
votes
1answer
22 views

Undefined field CloseDate in Report custom summary formula

Hi I am very new to Salesforce. I'm trying to write a custom formula, stated below. IF(FISCAL_YEAR:MAX=2015, CASE(MONTH ( CloseDate ), 1,20000, 2,21000, 3,22000, 4,23000, 5,24000, 6,25000, 7,26000, 8,...
1
vote
1answer
20 views

Why doesn't lead converted date match to anything?

I'm creating some reports from SalesForce in a standalone reporting tool, I'm looking at how long it takes for a lead to be converted to an account and then for an opportunity to be attached. I ...
0
votes
0answers
10 views

Why cant i see any Notes of other users on my notes report

I am trying to build a report on Notes and i followed the article https://help.salesforce.com/apex/HTViewHelpDoc?id=notes_create_report.htm&language=th The Notes that are created by me are ...
0
votes
2answers
34 views

Lookup field in Hyperlink formula field

I'm trying to create hyperlink field at custom object A level and it does have lookup to campaign. I would like to put look up field in the Hyperlink formula. HYPERLINK("https://my.salesforce.com/...
0
votes
0answers
21 views

how to track whether the users viewing the reports in Salesforce or not? [duplicate]

Is it possible to track when and which users are viewing the reports in Salesforce.
3
votes
3answers
55 views

Formula works on page layout, but displays #Error! on Report

I have an issue. I have a text field to store survey completion date and time. I created a formula field to capture date only. DATEVALUE( completion_time__c) It is showing correct date on Page ...
1
vote
3answers
26 views

Reporting on Note

I follow this https://help.salesforce.com/apex/HTViewHelpDoc?id=notes_create_report.htm&language=th . After I run the report it display the data but I am not able to see other people Note ...
0
votes
0answers
28 views

Display URL as text in advanced formula

I created a formula like this: "http://www.google.de/" & "#q" & "test" Now I want the output to be plain text, not a URL. This is due to the fact that URLs get messed up when exported to ...
0
votes
0answers
29 views

Is it possible to craft an URL containing multiple salesforce IDs that will present them as a sumamrized list for a user to click on?

We have data from several sources that are being associated with salesforce IDs. We'd like to be able to pass a salesforce search or report page a set of salesforce IDs and have it display a short ...
0
votes
1answer
25 views

How to get more than 2000 records in case of schedule reports to our email in sales force?

I have a report with more than 2000 recodes and scheduled weekly.As per sales force standard limitations we get only 2000 records to our email.Is there any possibility to get more records ? please ...
0
votes
0answers
14 views

System Administrator profile isn't allowed to search in bucket field

I'm using a bucket field to categorize the profile in the user report. However, I'm having problem to group System Administrator profile. I cannot search this system administrator profile in bucket ...
0
votes
0answers
16 views

How to get reports ID associated with Dashobards(without Custom Report)

I want to know how to get ALL the reports ids associated with dashboards(without Custom Report). Is any other way?
0
votes
0answers
26 views

Customise column headings

My current report in Sales Cloud has question marks as part of the heading which are seen as invalid characters when importing into Marketing Cloud. Is there a way to rename the column headings in the ...
1
vote
1answer
24 views

How to use List in reports

i got a requirement in which I want to filter a report of opportunities based on a list of users. My list of users shuffles frequently. I have created a custom label with users names. So we are ...
0
votes
0answers
19 views

Report based on performance throughout the day

I am trying to write a report based on the LastModified on a completed activity. I have a list of all the completed activites in the day with their LastModified time next to them Eg. Call - Company, ...
0
votes
0answers
16 views

Can we setup email alert for export reports

Hi friends i got a requirement like when anyone export any report from sfdc. I want to notify a user through email.Like this user had export a report from sfdc. But i didn't find any solution.I ...
5
votes
3answers
75 views

Summary Report - Highlight matching values

I want to create a report which shows me whether two fields are matching My matching pairs are: Picklist Field 1: a, b, c, d, e Record Type: 1, 2, 3, 4, 5 Matching rules: a matches 1, 2 b, c ...
1
vote
0answers
34 views

Salesforce Opportunity Object and Custom Object

I'm using Opportunity Object and I've created a custom object: Postal_Code__c. Originally, there was not relationship between the 2 object. I wanted to start reporting on these 2 objects, so I ...
0
votes
1answer
9 views

How to add Actual Approver in Approval History in Report?

Can someone please tell me how can i add Actual Approver in Approval History Report ? Thanks in Advance..
1
vote
1answer
19 views

Hiding fields in joined report

I have a joined report where I want to hide some of the fields because they are only used for a total. These totals are only for the Master object however they are showing up on the details as well (...
0
votes
2answers
29 views

error with formula: IF(“Close Date” = “26/05/2016”, “01/06/2016”, “0”)

i am trying to create a formula in the report so that if the close date is e.g 26/05/2016, return value would be 01/06/2016 formula ; IF("Close Date" = "26/05/2016", "01/06/2016", "0") But i keep ...
0
votes
1answer
14 views

Why stage duration and amount report comes with multiple zeros when export it

I am facing a very unusual problem. When I creates any report and add any number or currency field like stage duration, Age, Amount and export it in excel so all numbers fields come with additional ...
0
votes
0answers
10 views

Report: Improvement on case response time

I have a report that shows our case response time. Since we are trying hard to improve our case response time, I would love to show how that time improves over time. Any idea how I can achieve a ...
0
votes
1answer
23 views

Need Start time & End time of Approval Process in Opportunity Object

Can anybody please tell me how to show start Time and End Time of Approval Process in standard Opportunity Object ? i need that thing to track flow of Opportunity in Report. Thanks
2
votes
1answer
28 views

Report: Account field history

1) I have created a report on the Account Field History. I have filtered on the field Status. Now I want to count the number of accounts that have gone from New to Archived. I am not sure how I can ...
0
votes
2answers
18 views

Report: Create report on accounts that are created via lead process

I would like to create a report which shows me how many of my accounts were created via the lead conversion process. I know that there is a field on the lead "Converted Account", however, if the ...
0
votes
1answer
13 views

Report that shows Tasks created by a group of users changes when tasks change owner

I have a simple report that shows tasks created by a small group of internal users. For some reason when an owner of a task is changed that shows up in this report is changed it disappears from the ...
0
votes
0answers
10 views

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 ...
3
votes
2answers
69 views

Is there an effective way to export Test Coverage result

Although this idea has been talked in Salesforce success community for a long time, currently there is still no Salesforce supported way to export Test coverage report. So is there any third party ...
0
votes
1answer
43 views

Creating a custom report grouping by attribute in Exactarget

I am trying to create a custom report based on the attribute for an Email.I tried creating a Email Send Performance by attribute report but it run based on JOB ID.Is it possible to create a Report for ...
1
vote
0answers
18 views

Easy way to report on journeys?

Is there an easy way of being able to pull regular reports on email journeys? We've had several email-only journeys live for a few months, but there doesn't seem to be an easy way of generating a ...
0
votes
1answer
26 views

How to set column in report using with setDetailColumns(detailColumns) in apex class

I want to insert a detail column in report in salesforce. I have get the data from report but unable to set the column in salesforce. Anyone have solution for that scenario? The code and error: ...
1
vote
0answers
31 views

Activities with Opportunities Report is not filtering

Hi friends i got a requirement like want to create a report how many activities are assigned to a single rep for opportunities. I had tried to create a report using Activities with Opportunities ...
1
vote
1answer
28 views

How to find the original lead after it has been converted into an opportunity?

I've asked a similar question recently and got the answer I was looking for but still have a bit of a predicament. In the call centre, agents take calls from technicians who sell new business to ...
0
votes
1answer
11 views

Report on task assigned to me

Is it possible to run a report with the parameters that a Task was created by X and assigned to Y? I created and tested on Activities. I can view records that I created using "My Activities" filter
2
votes
2answers
38 views

Sales Team Dashboard

I need to change the dashboard called “Sales Team Dashboard”. The first top left dashboard needs to show as a percentage of goal. The graph should look similar to the below. One thing to note is ...
0
votes
0answers
15 views

Page Views Report without Force.com Sites Usage Reporting?

I would like to generate a page views report. However, I would like to do so without installing the following: Force.com Sites Usage Reporting The reports in this package is very useful. However, I ...
1
vote
1answer
22 views

Stage conversion report for each and every Sales person

I want to create a report on Stage conversion percentage of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 ...
0
votes
1answer
15 views

How can I create report on Stage velocity as per Sales user

I want to create a report on Stage velocity of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 forward to third ...
2
votes
1answer
47 views

how to show top 10 records in a report

Is there a way to show top n records in a report output, based on a column value that is sorted in a desc order. Please suggest. Here I'm using Joined report.
1
vote
0answers
31 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 ...
0
votes
1answer
14 views

Formatting Summary report

I have created summary report but i like to add some text along with the sub total how can i do that? for an example I have added here Account CC Sub Total Serial Number Amount Credit ...