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

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2
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0answers
20 views

Salesforce Report returns varying #rows depending on #columns - same filter

When Running a report on Opportunity for all opportunities, All time and criteria Opportunity Record Type = Deal I am getting around 70 k records. The report has 48 columns. I used force.com explorer ...
0
votes
0answers
9 views

Report Filter for CloseDate is from Past Month

I have following Formula on my Validation Rules, I want to find out which of my Existing Records comes under these validation rules, So, I am creating Report for it. I am unable to FILTER Following ...
0
votes
0answers
14 views

How to show boolean value as true-false instead of 0 and 1 in case of printable view in Reports

I had generated report from my custom objects and in report display columns i had included the boolean field of the objects whenever it is showing on the salesforce it is showing correctly, but when i ...
0
votes
0answers
13 views

display a combinational line chart from 2 different unrelated objects.

Can we display a combinational line chart with each line's value from 2 different unrelated objects. Also can we add a criteria in standard report which states that if Date (custom field) field's ...
1
vote
2answers
37 views

Need Help on Roll up Summary Fields

I have two objects Test Plan ( Master ) and Test Plan Script ( Detail). Test Plan has 2 roll up summary fields - "Scripts passed" and "Scripts failed" where summary type = count and filter condition ...
0
votes
0answers
23 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 ...
0
votes
0answers
15 views

Show opportunities related to a campaign

I want to be able to see opportunities related to a specific campaign. But the problem is that all opportunities we create in Sf are related to accounts only and not to contacts. So.. all the data ...
0
votes
1answer
25 views

Customize Approval Report fields

We are starting to run Leads through an Approval process and want to report on them (of course!). Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, ...
0
votes
0answers
11 views

reports issue with lead convertion not dispalying

User reports a problem with the SFDC account of a Belgium colleague Geert Wachtelaer (geert.wachtelaer@citrix.com) he converted a lead of a Belgium enduser customer but it did not show up in the ...
0
votes
1answer
23 views

Reports showing incorrect total after adding a new field

Issue: When running the "Case with or without Audit" reports, if there are multiple audits done in the case either by 1 engineer or multiple engineers, the reports gets skewed. Even though the number ...
0
votes
1answer
19 views

Dashboard to show hot leads daily

I've developed a formula that defines the quality of the leads for my company. You can find more in the following article: Case number range formula Now that I know who are my hot leads i want to ...
0
votes
0answers
8 views

Create reports on Articles summarized by Data Category

Can I create a report on Articles which will display all the published and in draft articles with its data category?
2
votes
0answers
11 views

PREVGROUPVAL on Opportunities with Products and Schedules

I have revenue scheduling enabled, so that I can calculate the daily revenue for opportunity line items for a given date range. I would like to do a YoY report, to see the Q3 2014 (previous quarter) ...
1
vote
2answers
24 views

How do I display a VisualForce page on the Reports tab?

I have built a custom report using SOQL and displayed it using the DataTables JQuery plugin. Now I need to add a link to it on the Reports tab so that users see it alongside the rest of their ...
0
votes
1answer
26 views

Self look up and Reporting Requirements

For one of my object (for e.g. Bug), we want a self lookup to the same object to store child records (for e.g. Child Bugs). After that I created a custom report type on Bug with child object Bug. I ...
0
votes
0answers
18 views

report showing how much time a field was not null

I am in need to create a report showing how much time a certain field was not null. In particular, I need to show how much time a case has been in a certain division (I have more than one division ...
0
votes
0answers
8 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 ...
0
votes
1answer
17 views

Report - show Accounts that changed status

I have a picklist field on my account status: new, old, deferred I want to run a report on accounts that were not of status 'old' at the start of the period but are a 'old' at the end of the period. ...
1
vote
1answer
25 views

Unit Test for Report

I need to write unit tests to call a method that validates the content of a Reports.ReportResultsObject. Is there a way to create reports programmatically, execute them and use the ...
1
vote
2answers
59 views

Need Help with Validation Rule(s) on Stage Changes

Need help with validation rules: Just found out our salespeople are not required to move their opportunities stage by stage. In other words, they can go from ‘Set Meeting’ to ‘Negotiation’ and bypass ...
0
votes
1answer
11 views

How can I identify impact on workflows, triggers, validation rules, etc,, when changing stage names or removing a stage?

Is there a free app exchange tool that will easily help identify what the impact would be on workflows, triggers, validation rules, etc,, when changing stage names or removing a stage? Thanks
2
votes
1answer
47 views

Case Article vs. Knowledgebase Case Article. What's the difference?

I am working with reporting on Knowledge Articles. One metric the business would like to see is cases being associated with articles. This is pretty straight forward and I use the CaseArticle ...
0
votes
0answers
11 views

Report that shows only those Accounts that have more than 2 Activities

I'd like to create a report that shows only those Accounts that have more than 2 Activities linked. I am wondering if there is a solution for that without doing a custom Field on the Account that ...
0
votes
0answers
15 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 ...
0
votes
1answer
30 views

Cross-Filter Not Working As Expected - Opportunities & Activities

I tried to create a report based on Opportunities with an Activities cross-filter, so that the report would show Opportunities that haven't had an Activity created in the last 8 weeks. My filter looks ...
0
votes
1answer
16 views

identify the element that slows down the dashboard refresh

I have a dashboard that comprises 15 components. However, recently my dashboard is running very slowly, it takes over 5 minutes to refresh and this is consistent. As I check I have another dashboard ...
1
vote
2answers
29 views

Is there a way to customize Reports home page

Is there a way to customize the layout of the "Reports" Home page i.e Reports tab.. I am looking to add "Last Modified By" and "Last Modified Date" as column headers on the report home page? ...
0
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0answers
9 views

When does an Opportunity become a ForecastingItem?

I'm trying to create a report of type 'Forecasting Items with Historical Trending' and I'm having difficulty understanding the results of that report. My foremost question is, when does an ...
1
vote
2answers
29 views

Dashboard is not refreshing properly

I am surprised why this is happening to one of my client. He complained me that his dashboard is not refreshing and showing this error : "The dashboard can not be displayed because the source ...
0
votes
1answer
20 views

Reporting on calls that have been made against a lead?

I am trying to write a report that shows me the calls that have been made against a lead. I can only achieve this with all activities, but I want to just show the calls, but I cannot see the type ...
0
votes
1answer
41 views

Creating report to pull activities

Iam trying to create report that pulls activities related to account and also activities related to contact and opportunity from that account, is this possible? i tried to create custom report type ...
1
vote
1answer
28 views

Close Date FQ = Created Date FQ

I'm creating an opportunity report and need to show all opportunities closed between January1- March 31 and opp crated Date is also within the same Fiscal Quarter HELP!
0
votes
2answers
27 views

Reports: How do I report on the first activity created for a lead?

I would like to create a report that shows me when I had the first phone call with a lead. So, when we have a new lead, we have a call with them and record this using the "add call" feature. we might ...
0
votes
0answers
33 views

Get list of all report names

I would like to obtain a list of all SalesForce reports under all folders - the ones available by default (ex - All reports under Accounts and Contact Reports folder) and also the custom reports. At ...
0
votes
1answer
21 views

How can I use campaign field with lead report?

Is there a way to include the campaign value that a lead is associated with in a report. Would I have to add a custom field to do the campaign lookup on the lead?
0
votes
0answers
5 views

Customer Behaviour/Retention report

I need to create some report that shows Customers Behaviour/Retention over the years. So if the customer is of type x, the and purchased in 2012, the likeylhood of him making a second sale within ...
0
votes
0answers
15 views

Report Generated but email not sent

I have scheduled a report at 5:00 AM everyday. Looking at the "Background Jobs" I can see that my report has been generated but I did not get any email from Salesforce. While customizing the report ...
0
votes
1answer
37 views

How to make reports of Feed item and Feed comment objects?

I want to make reports of fields in feed item and feed comment objects. I queried them in apex . Is there anyway to make their fields into reports. Thanks.
1
vote
0answers
34 views

How can I modify a matrix report with a summary line?

I have a matrix report I want to use to show the quota for a month and then all the activity for that month summed up and compared to the quota. If I leave Details turned on, it will show the Quota ...
1
vote
1answer
33 views

Custom field in standard object not available in reports on that object

I have a custom field in Accounts called Total Quality Rating. When customizing a report with report type Accounts, Total Quality Rating does not show up in the field list. Why would this be?
2
votes
2answers
39 views

How to find the folder of a salesforce report?

Is there any relationship between salesforce Reports and Folder objects, to determine the content of the folder or find the residing folder of a particular report ?
0
votes
0answers
20 views

How is the affect for reports after data type change on a filed?

I changed some field's datatype from number to currency. But when I create a report it will shows both before converted fields and after converted fields using converted suffix. Please let me know how ...
0
votes
0answers
22 views

How to display or customize schedule report options in custom visual force page ?

I need to have some schedule reports functionality in my custom vf-page to let the user setup some scheduled reports. Is it possible to integrate this part of the default Schedule Report Page in my ...
0
votes
0answers
31 views

How to create a reports for cases using historical data

We have a case with 3 values for status field (new, waiting, closed). We are tracking this field using "History tracking". If the case changes the status from new to waiting/closed it will be ...
3
votes
1answer
49 views

Create reports programatically with apex?

Winter 14' gives the ability to run and get report data, but I can't find anything about creating reports dynamically in the API documentation - ...
2
votes
1answer
30 views

Generate report for Account User access?

How to generate a report for all User having what access to all account records. For this we tried of using UserRecordAccess. But for UserRecordAccess UserId is must and SQOL limit is 200. How we ...
1
vote
2answers
20 views

How do I create a report that shows a graph of leads by inventory size?

How do I create a report that shows a graph of leads by inventory size? I would like to know how many leads we have with an inventory of 1, 2, 3 etc or how many leads with inv. size between 1-10, ...
3
votes
1answer
45 views

dashboard filtered by the current logged in user only

is it possible to create dashboard filtered by the current logged in user only ? For example when a user logs in, he should see records created only by him and not everyone else's... Please let me ...
2
votes
0answers
54 views

Dynamically change report currency

The topic has been discussed a while ago in this thread, however with no particular outcome. I came up with the similar problem and thought that someone perhaps would know more since that time. We ...
1
vote
1answer
25 views

how to report on email size in salesforce

I need to be able to report on emails in Salesforce, furthermore I need to be able to see the size of the email, is there a way to do this? I cannot find a report type that allows me to report just on ...