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

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1answer
20 views

Report/Query to find all “Service Cloud User” in the system

We currently have Service Cloud User license. How can I run a report/query (whatever it is) to find all the users with Service Cloud User permission? This field doesn't seem to be available. It's ...
0
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1answer
12 views

SF report download as .xls wont open in Excel/ Access

I am running a report in SF then trying to download as UTF8 / .XLS format. Then when I try to open in Excel / import to Access I get the following warning message: It seems that the file has the ...
1
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0answers
15 views

Can I mimic a matrix report with a Visualforce page? [closed]

I'd like to show something like a matrix report in a Visualforce page. The horizontal axis is date; the vertical is site(or location)*. The displayed value is a ratio based on attendance. Not every ...
1
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1answer
17 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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2answers
32 views

Create Report to show Accounts that have Activities /No Activities Logged

I would like to create Dashboard /Report that displays number of Accounts that have been called /not called (activities). For example, I have 10 Accounts and 6 of these 10 accounts have been called ...
0
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1answer
18 views

Creating reports to show when applicants “fall off”

all. I am hoping to build a report (series of reports?) that can help us determine where our school applicants are falling off - failing to complete a section of the application and therefore not ...
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1answer
31 views

Create a report to show on an account [closed]

I want to create a report that shows as a report chart on the component. However, I don't know how to create a report for just one account. I want to create a Pie Chart, which shows the following ...
0
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1answer
21 views

How to report on opportunities from a date field on the account?

I have a custom fate field on the account: Date_Field__c I want to report on all opptys, from that account, where the close_date > Date_Field__c How can I achieve that?
0
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2answers
26 views

Compile Error: Field is not writeable: Report.Name

I am getting error 'Compile Error: Field is not writeable: Report.Name' while checking the name field of report. Does any one have any idea! Code is like: list lstreports=[select id,name from ...
1
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0answers
22 views

Activities to Leads

I work in a call center of sorts and we are hoping to create a report that shows how many calls our sales reps are making on each lead before they give up on them. An issue we are having is that our ...
1
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2answers
34 views

Generate a report on Account and Leads

I am looking at a way i can get a report showing an account and have a related leads. Lets assume that i would make a domain match of website of account and to determine the related leads. I ...
2
votes
2answers
40 views

report query with a specific filter

I need to change an picklist value that is used in many reports to filter on. I need a way to find all reports where the filter is used so that I can also update the reports. I am in Workbench, but ...
1
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0answers
39 views

Revenue By Month

I am attempting to create a report that would provide me a month to month break down of revenue based on the opportunity's start date, end date and Estimated_Revenue and the calendar weeks. Given the ...
1
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0answers
12 views

Matrix report sorting logic

I have a matrix report with some grouping fields, and some other fields. I can set the 'order by' on grouping fields, but I cannot do this on the other non-grouping columns. I'm wondering if there is ...
0
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2answers
15 views

Report on polls

Could you please help me on that: I need a report on chatter polls which contains the available choices (e.g: yes or no) and how many people voted yes or no on the polls. Please help.
0
votes
1answer
24 views

As partner community user, Unable to access Dashboard as logged in user

Getting the following error message, when trying to access dashboard as logged in user, as a Partner community user The source report is based on a report type that is inaccessible to the dashboard's ...
2
votes
1answer
25 views

Campaign Member Status tallies

Hi I am trying to track attendance of our participants over many events (campaigns). I have created custom campaign members statuses. From what I understand, statuses that are marked as "responded" ...
3
votes
1answer
88 views

Can i get the Lead ID once it has already been converted?

My BI colleague asked me to put if I can 2 new fields on account, both related with the lead that this account was before conversion. One is the Creation Date and the other is the ID of the lead. I ...
0
votes
1answer
11 views

Quick Question about Role Hierarchy Visibility during Reporting

Good morning! This should be an easy one. The Role Hierarchy that shows up at the top of Reports involving the Opportunity Object... the one that can be seen here: ...
1
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2answers
20 views

Is there a reason why a Salesforce User might be unable to select the report “Subscribe” button?

I have a user with a Salesforce(System Admin) license who is unable to select the Subscribe button on any report. However, users with Salesforce Platform licenses seem to be able to do so. I was ...
0
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0answers
11 views

How to create a Funnel Report with custom fields

So, we have a TCV field, for Total Contract Value. In addition, we have our standard Close Date field. We'd like to have a Report that has the 12 months of the year looking forward on the x-axis, and ...
1
vote
1answer
17 views

Is it possible to show the record count as a new column in a matrix report?

I have a matrix report with two fields on the vertical axis and one (date) on the horizontal axis. It's pretty standard and looks like this. I turn to you for advice. Any way to have the record count ...
1
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2answers
31 views

how to create report when we need to get fields from ten different objects

I have ten objects now i want to show different fields of the different objects in one report how to achieve this
1
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2answers
40 views

Reporting on post 90 days of completion date

We are trying to create a report showing Opportunities that have checkbox on their Account 'Was this a Referral?' post 90 days of a date field on the Opp. I set the report criteria as 'Was this a ...
0
votes
1answer
21 views

Reports folder issue

I got a problem fpr which I am unable to figure out the solution. I was asked by a person that if a particular reports folder is restricted to only individuals that he asks to assign? If thats the ...
3
votes
1answer
38 views

How can I make a report to show only values common to two lists?

I essentially am trying to show a list of Accounts which have both Loans and Deposits associated with them. Both of them are Child objects to Account. I was thinking it could be done with a Joined ...
0
votes
1answer
38 views

Reporting Install Date +90days

I am trying to create a report based on the 'Customer Installation Completed Date'plus 90 days on the Opportunity AND 'Was this a Referral?' Checkbox on the Account is True I tried to create a ...
0
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0answers
20 views

Formatting Improvement in Scheduled Reports

Formatting Improvement in Scheduled Reports I am working on Scheduled Reports and have query on 2 points. 1. Filter for Reports 2. Formatting ( including spacing, font, table structure etc ) for ...
2
votes
1answer
30 views

Report based on time difference calculation

I am building a report which will show contracts which were Closed within 5 days of being initiated (Open Date). Is there a way to build a filter in reports based on the simple formula : (Closed Date ...
1
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0answers
30 views

New Request for forecasting fields

There’s a request to change our global process of how we forecast (sales manager/business unit manager commits) in SFDC. Below are notes from my meeting and what the request consisted of. Changing ...
1
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0answers
22 views

Serializing/Saving the values of a custom class?

Would it be possible to create a custom class whose values can be saved, and then possibly even reported on, without creating a custom object behind it? The reason I ask for this is because this ...
1
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2answers
37 views

Report on pricebook and products

I need to report on pricebook in order to have all products with their price on the pricebook? Any lead about that?
1
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2answers
36 views

reports for next three months

I need to create a report in salesforce for the custom object from a particular date field. I do not want to do it from filter criteria "Next 90 days". The scenario goes this way: I have a ...
0
votes
1answer
26 views

Report time filter based on two different fields

I am attempting to build a report filter for a custom object which shows contracts in my company. I would like the filter to allow me to show only the contracts which were opened (Open Date) within 30 ...
1
vote
2answers
36 views

Compare initial opportunity amount to most recent opportunity amount in reports using formulas

Im trying to do something thats plagued me for years in salesforce reports. It feels like it should be relatively simple but for some reason i struggle to get it to actually work. My actual setup is ...
1
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0answers
23 views

Issue while exporting a report

I am exporting a report(On Opportunity) to Excel. We have 1 decimal field (Quantity). But, when I am checking the report in excel, the quantity field value is coming differently. For Example : In ...
1
vote
1answer
19 views

Show only previous Business Day on a report

I am attempting to show the previous Business Day's new Accounts in a report. I am unable to simply use Yesterday as the filter because Monday will then show Sunday results, not Friday. The only ...
0
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0answers
24 views

Pass Parameters to filter a report dynamically from a picklist

I would like to create a vf page and in that I would like to one Picklist with all the standard reports available in my application. Then when user choses on of the reports,there must appear another ...
1
vote
1answer
34 views

SQL running the All Domain report out of ET by Job ID

How do I create an SQL to run the All domain report when I have a list of Job IDs? I am trying to use the Interactions > SQL within ExactTarget to run a query that will generate the whole All Domain ...
2
votes
2answers
26 views

“Outer join” like reports

I have a parent and child object. I want to create a report for these objects. I can create a report type for the objects. Now what I want is that for every child object, there is one row in the ...
3
votes
0answers
26 views

How to display a Funnel Chart with Grand Total values?

I am working on creating some Funnel reports, for Non funneled objects. I am working based on the idea posted by Luke Duncan I have the summary of the fields/stages that I want, and I want to ...
1
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0answers
29 views

How to create and display a Funnel report and chart on leads?

Our marketing department are looking for a funnel report of our leads current status. The information should look like any funnel report, but I don't see how I can collect the data. The values need ...
2
votes
0answers
19 views

Dashboard Filtered by “Ask User”

I want to filter a dashboard by customer account number so that I can see all of the reports by just that customer. I have thousands of customers so setting up a dashboard filter with just 10 isn't ...
1
vote
2answers
25 views

Report Folder access - Strange anomaly

In the process of cleaning up our reports and ran across this strange anomaly: There are two users in a Profile that appear to have Sys Admin "like" visibility into Report Folders as they see all of ...
1
vote
2answers
31 views

Product Name, ID, Code are not appearing under custom report

I have a custom report type called Opportunities with Transactions. Opportunities has a custom field called ProductIndex which is a lookup field to Product. For some reason on this report, Product ...
0
votes
0answers
19 views

Usage Metrics for production env

Are there any API or Objects similar Usage Metrics to collect infomation which VF pages users visit, which pages are resulted in errors, browser info, user profile, etc.?
6
votes
1answer
85 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 ...
0
votes
1answer
35 views

Create a Custom Button on Report

I have following requirement I want to create a Report with Contacts. Now i want to export these contacts to a Campaign using a Custom Button. Here I don't know how to create a Custom button in ...
0
votes
1answer
28 views

how to include Realted To field in Activity report?

Hi i would like to create a 'Activity with Account' report and i cant seem to find the column 'Name' & 'Related To'. How can i report on these 2 fields? Thanks.
3
votes
1answer
27 views

Reporting on Chatter

I need to be able to report on files posted to Chatter. It doesn't look like you can through Chatter activity reports. Is there a best way to go about this? Thank you in advance!