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

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2
votes
0answers
10 views

Apex Page with analytics:reportChart as part of Managed Package

I want to deploy a Apex Page that references a Report with analytics:reportChart in a Managed Package. The Report is also included in the Managed Package. This issues arrises when the Apex Page ...
1
vote
1answer
18 views

When a lead is converted into an opportunity, does the lead get removed from the system?

Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert ...
0
votes
0answers
12 views

Oppportunity In and Out and pipeline report [on hold]

I want to create Weekly report to show new opportunity created this week and opportunity closed lost this week and rest pipeline. Please help what logic should I need to follow?
0
votes
0answers
16 views

how to create a report with different objects with different fields

Can some one help with reports, I want to create a report with 2 different objects(Customer,Milestones) which is from same opportunity, some fields from milestones and some fields from customer. I ...
0
votes
2answers
24 views

How to create a report to count no of contacts on a account

Is there any way to create report to get the no of contacts on a account. We can't create roll-up summary fields on account for account.Even if try to create any trigger i got the count from now on ...
1
vote
2answers
81 views

Easy way to update 200 reports to add a new filter?

My client is expanding their business into U.K. and wants me to work on the below requirements. Update all the existing 200 reports to exclude the newly added custom country field value U.K. Clone ...
0
votes
0answers
15 views

Is a way to include/exclude weekends in report builder [on hold]

I'm just wondering if there is a way to include/exclude weekends in report builder. If there isn't then i guess i have to take help of formulas to display reports without including weekdays in them. ...
0
votes
1answer
13 views

How to combine two reports

I have two reports "Lead history" and "Lead Activity history" which I want to join using joined reports. If I try to join theses reports,I am unable to find common fields between them as a result I ...
0
votes
0answers
21 views

Multi drill down dashboards

I need to create some dashboards in SFDC which can be drilled down to multiple layers. For ex, If i am seeing quotes generated in Asia region, then after clicking on it, it should take to another ...
1
vote
0answers
16 views

How to check used Module or Object name for the Salesforce report?

I have a report which is about Quotes in Salesforce created by one of the user, now I am trying to pull that report data using one of ETL tool talend using SOAP API's. But the issue is report are not ...
1
vote
2answers
17 views

Filter critieria for Data field? [closed]

I am making a report which should show me the optys whose last activities is not in the last 30 days and also show me the optys whose stage has been modified to Not interesed in the last 14 days ...
0
votes
0answers
12 views

Allow reports checked still Custom object not visible

I have Allow Reports checked at object level. Still while creating report the object is not visible. Can someone please let me know why?
0
votes
0answers
13 views

how to create a report wihich inludes combinations of two related list under opportunity object

I want to create a report with two related list's under my opportunity object, like i have milestone and customer success feedback related list, so i want to create a report which contains fields of ...
1
vote
1answer
16 views

How to create Report that includes all Leads with No Open Activity?

Is there a way to create a report that will show me all Leads that have no open activity? I might be missing something simple, but this seems like an easy report to create but I can't figure it out. ...
-1
votes
0answers
18 views

Change reports in visualforce upon picklist choice

I want to create a vfp which will display a report based on my chosen picklist. Is this possible?
0
votes
0answers
20 views

Is it possible to calculate conversion rate in group edition?

We calculate conversion rate from the amount of opportunities close vs won, but we also calculate opportunities older than 3 months as lost. Is it possible to generate this as a report in Salesforce ...
1
vote
2answers
20 views

How to create a report which include the formulas for every column without any grouping?

I need to create a report which have to calculate the values based on two fields and need to populate in 3rd field. Example: Column1 is having the Quantity Column2 is having the ...
1
vote
0answers
19 views

Report Type question

Along with some standard report types, I noticed that when creating custom objects and relationship fields, Salesforce will automatically create some report types with the word AND e.g Opportunities ...
0
votes
1answer
16 views

Missing Standard Report

I inherited an org and the previous admin did a lot of customization to reports with regards to contacts and leads. At this point I can't find the standard report for Campaign Contacts. I've done ...
3
votes
1answer
18 views

Pass Report Criteria (picklist value) with links in VisualForce

I am passing report criteria in a VisualForce page with an outputLink. It works fine where i pass a blank / true / false but when i pass a picklist value, the value does show up in the report filter ...
0
votes
0answers
19 views

Deploying package with a Detail page's Report Chart fails

I am unable to view the Report in Account Object. In Sandbox I have created the Report and added it to Chart. I have included that report in Account detail Page. Once I save it and opened Account ...
0
votes
1answer
16 views

SF- Separating Opportunity Stages

Issues Both Pipeline and closed Won opportunities are displayed in Field..STAGE. 1) Need to reduce Quota by rep in a report by close-won oppty amounts 2) Then compare pipeline/(Open opptys) to ...
2
votes
1answer
20 views

Reports through Salesforce Connect

Is it possible to create reports and dashboards using Lightning Connect? It looks like it's not supported at the moment.
0
votes
0answers
18 views

Architecting regarding breaking down of revenue of opportunities in months and reporting

I have an opportunity and a custom object which are master detail relationship. The custom object stores the revenue breakup of each month. For example the lineitems have 2 products with a start date ...
0
votes
1answer
37 views

User who has created a dynamic dashboard is NOT able to edit in PROD

I've a user who had created a dynamic dashboard. But not able to edit or make any changes to the dashboard any more. WHY? Following permissions on profile are ACTIVE w.r.t Dashboard and Report. ...
0
votes
1answer
28 views

Formula field on Object not calculated in report

I have a number of fields on the Case object that are part of a field that is totalled: IF( NOT( AND( Interpreter_Pay__c == null, Nurse_Pay_Rate__c == null, Interpreter_Hours__c == null, ...
0
votes
1answer
19 views

Unable to schedule reports to specifed time

Hi I'm new to sfdc i got a requirement like i want to schedule a report every evening.But the problem is i didn't find my required time frame in Preferred Start Time pick list.so,any idea for this ...
1
vote
1answer
26 views

Report on Contacts with community users

I create the community users from Contact - Manage External User - Enable Customer user. Thus, I'm getting new record in Users. Is there any way I can build a report on all contacts who has community ...
0
votes
1answer
43 views

How to export data using reports from SFDC programmatically?

We have an issue where we have to manually click Export Report on SFDC reports though the UI on many reports. These reports have several filters and filter logic such as "(1 or 2) AND (4 AND 1)" and ...
0
votes
0answers
11 views

Report on all Files (ContentDocuments)

I need to report on all Files. I understand that they will not appear on a report unless in a library, but even when I share a file with a library, it does not appear on a report of "Content" report ...
1
vote
1answer
16 views

User unable to see a column in a report

As an admin I have created a report and saved the same in a shared folder which is accessible by specific Users.(Basically a Public Group) When I log in as one of the user I can see the report but ...
0
votes
0answers
13 views

Schedule “Reporting Snapshot” using apex

Do you know if there is a way to schedule native SF Snapshots using apex? I want to make a snapshot run daily for 10 days the first month of every quarter. I haven't gotten to figuring out the cron ...
1
vote
0answers
24 views

Top 50 Contacts by Number of Cases Opened

We are trying to build a report to pull Top 50 contacts by number of cases opened.We have 200,000 contacts in our Salesforce.Is it possible with Standard reports in Salesforce ?
1
vote
2answers
38 views

How to display zero values in matrix report for grand total

I have a matrix report where salesforce is ignoring the grand total for 0 values. How can I display the 0 values in grand total.Currently the report is grouped by created date. Please help!]1
-1
votes
1answer
37 views

Trailhead - “Using the Report Builder” challenge. “Stage” field not available in reporting?

I'm doing trailhead "Using the Report Builder" module and I'm stuck on the challenge since I cannot add Stage as a Filter and I don't know wth is going on. Anyone went trough this?. Thanks!, ...
0
votes
0answers
18 views

Attach item to campaign after deployment

Let me reword this: I'd like to attach an email to a campaign, in campaign manager, after it has already deployed and still have the stats (opens, clicks, etc...) show up in the campaign for ...
0
votes
1answer
13 views

Salesforce Report on OpportunityLineItem

I am looking for a way to create a report on OpportunityLineItem as Primary object. But I couldnt see the opportunitylineitem in the list of primary objects?
3
votes
2answers
105 views

Expose Report/Dashboard data into Public Sites

Is it possible to expose report or dashboard data embedded into visualforce page and place it in Public force.com site? If this is not possible then please provide me an example to build a custom ...
1
vote
1answer
39 views

Call a report with apex for Visualforce

I would like create a visualforce page which call a custom report. I find that it's possible for chart : <apex:page> <analytics:reportChart ...
1
vote
1answer
33 views

Create Report with the segmentation based on the attributes in the sendable data extension

I wonder that if there is any reports in Salesforce Marketing Cloud to view the email performance(e.g. click rates) with the segmentation based on the attributes in the sendable data extension. For ...
2
votes
2answers
28 views

How to delete individual records from a report ?

I have a report that contains all the members for our next event but I did the report before I've put the page up live for registering so now I have some test cases.> is there any way of removing it ? ...
0
votes
1answer
15 views

Custom Report Type with same fields as “Campaign with Leads” standard report

I am trying to create a custom report type that provides access to the same fields that are available when creating a new "Campaign with leads" report. I need to use a custom report type in order to ...
1
vote
0answers
22 views

Report on multiple, multi-select picklists value frequency.

someone has an example for this code? I need report 5, 6 multipicklist fields. I tried the app multipick list frequency, but it's limited to management an only field. For e.g. I have 3 records: A - ...
1
vote
0answers
17 views

Dashboard Component visibility based on profile

I have one dashboard composed of 3 Components. There are 2 Profiles. Profile 1 to see Comp 1 & Comp 2. Profile 2 to see all 3 Components. I have created 2 different dashboard, 1. with 2 comps ...
1
vote
0answers
17 views

Set report Export Details preferences (Excel vs CSV)?

When you Export Details in a report, it defaults to Excel. I don't use Excel, I always want csv. Is there a way to set the default or the preference?
0
votes
1answer
14 views

Custom report generation

I need to generate a report using a particular set of information. In my code we I have a webservice call out service which returns a JSON. I need to generate reports with this JSON information. Is it ...
0
votes
0answers
16 views

How to create Report that will change criteria depending on current user

I want to create a report that will change the criteria depends on who is logged in the community (current user). Is this possible in reports? Thanks in advance.
0
votes
0answers
13 views

Data Format for Stacked Columns

Looking to pulling in Data to Saleforce from a SQL table. Here is the format from the SQL table My issue is that I wanted to group column D,E,F,G,H,I into a stacked column(y axis) by month(x axis). ...
1
vote
0answers
17 views

Is there a way to take the average of a particular time field by a particular group count rather than record count?

I have a report on a custom object 'Case Status History' which captures the time of a case in particular Status. I have 'Time Elapsed' field in the object which calculates the time in a Status. I have ...
0
votes
1answer
24 views

Create report to get Stage conversion rate of opportunity

I want to create a report on opportunity object to get conversion rate. Like if I have 100 opportunities are in 1 stage and 10 of them will travel all the stage and end with close-won So first stage ...