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

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10 views

Create (clone) filtered dashboard but with only one hard-wired filter (no drop down)

Hi I am aware you can create 'filtered' dashboards as described here and you can also create 'dynamic' dashboards which filter on user as described here. However neither of these really fit my ...
0
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0answers
13 views

Salesforce reports - how to disable smart totalling (or is there a workaround)?

As you will see in the picture, I have three columns in a report from two objects. The appointment object contains an APPID and the Matter Code contains the other information. I am "trying" to total ...
0
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1answer
15 views

How to report on todays in progress tasks?

I am stuck in strange problem, i have created a report on tasks and events but that report is not puling today's in progress tasks. Below are the filters for the report. Even if there are tasks due ...
1
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0answers
8 views

is there a way to *ADD/UPDATE *filter on dashboard

Looking at the example of using filters in the developer guide https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/analytics_api_dashboard_filter_results.htm to filter ...
0
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0answers
18 views

Can we use group or queue of members in reports [on hold]

I don't have much knowledge in reports.In our organisation we have created reports for a group of members in to a single team.My requirement is i have three team T1,T2,T3 and each team have 10 users.I ...
1
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0answers
25 views

Visualforce Page as Report [on hold]

I have a VF page displaying a list of custom filtered records. I would like to display this VF page as a report instead of a tab. Is this possible ?
1
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2answers
70 views

“Campaign - Opportunities” report - underlying SOQL or joins

Can someone tell me how to get the underlying SOQL (or atleast the joins) of a standard report type ? I have to make changes to the existing "Campaigns - Opportunities report" (standard) and I am not ...
0
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0answers
14 views

A Cross Report on Campaign Members

I want to do a join report on campaign members of two separate campaigns. I want to join them on the "email" field, or some other specified criteria. (cm1.email = cm2.email) and see the results. An ...
1
vote
2answers
30 views

Refresh dashboard with action or URL

Is there a way I can initiate a dashboard refresh from a VF page remotely? Is there an action or a URL I can use to refresh a specified dashboard? I want to recreate the refresh dashboard button on ...
1
vote
0answers
19 views

Creating a pie chart from a multi-pickist field

It appears Salesforce stores multi-picklist values as semicolon-separated values. I want to create a pie chart based on the individual values in a multi-picklist field. For example, if I have field ...
1
vote
0answers
19 views

Campaign/Campaign Member/Opportunities report

Currently we have a standard salesforce report type for showing the Campaigns with Opportunities. We want to create a custom report type that shows all Campaign - Opportunities where the campaign ...
0
votes
1answer
13 views

UTC using a formula

Can anyone lend a hand? I have fields that are based on local time, e.g. 9 AM in Riga, Latvia, and I need to reflect the time in UTC for the reports. So when I pull the report, it should be 7AM. ...
0
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1answer
26 views

Need help with Reports and Dashboards

I have a custom object "Case Status History" which is a kind of audit log of the Case Status Change. Whenever a Status of a Case is updated , a record is created in this object. Status Values has ...
1
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0answers
14 views

How to create a view based on a company in leads

I have to create a new view in leads based on a single company.How to achieve i don't have any idea regarding this because company contains what to match for this list to get all related companies ...
0
votes
0answers
12 views

Schedule a Report in Apex Code

I need to add/remove scheduled reports programaticly in Apex code. Example: A lead is created, the user that created that lead is added to the email list of a scheduled custom report about new leads. ...
0
votes
0answers
18 views

Does Salesforce Reporting REST API support standard reports?

Is it possible to access the reports under standard report folders using REST api in salesforce. The request url /services/data/v34.0/query/?q=Select+Id,Name+From+Folder+where+Type+=+'Report' returns ...
0
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0answers
16 views

Report to show percentage of total records which is in bucket Visualize in Gauge

I want to show percentage of surveys which has a score with 3 or above in a Dashboard - more specifically i want to show it in Gauge - is that possible? I have bucketed the 3-4 scores and it show the ...
1
vote
2answers
30 views

How can I dynamically create a report which returns records for a certain manager?

I understand how show filter works in report builder. My Opportunities: Searches ONLY the opportunities you OWN. My Team-selling opportunities: Searches ONLY the opportunities where you are ...
1
vote
1answer
16 views

Report with percentage field and no groupings - how to export in a different format?

My customer has a report that pulls a percentage field, which displays in the report as 10% and exports to excel as 10. They then take that data and do calculations in excel, so they want it to export ...
2
votes
1answer
22 views

How to Report Closed Won Opportunities by Lead Source

This may be a rookie question but I can't figure out how to report number of closed won opportunities by lead source. I can see the Leads By Source prebuilt report but it doesn't link to ...
0
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0answers
12 views

reporting by 'custom field'

we have a column in our dataextension with Vendor information how could we report by that field using discovery reports?
0
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0answers
11 views

Report in dashboard are unable to be accessed

I have created a dashboard folder in which I have many reports. Also I have shared the reports to different users still the user is not able to see the reports.The error is shown as insufficient ...
0
votes
2answers
21 views

Reports folder is not accessible to System Administrator

When I try to access the reports to create a report in a Developer org, I get the following message. I don't know what the problem is. Please help. The error is: You do not have the level of ...
0
votes
0answers
33 views

Linking Data Between Custom Objects

I am having trouble figuring out something that I feel should be very simple. Outside of salesforce, it would be a simple SQL join. I am trying to traverse a foreign-key relationship between two ...
0
votes
1answer
50 views

Analytics / Conversion tracking

Has anyone been able to make this script work? http://help.exacttarget.com/en/documentation/collect_code/install_collect_code/track_conversion/ My understanding is it should work with the collect ...
1
vote
1answer
28 views

Add column to a report via API

Is it possible to add a column to a report via API call? I have a folder with 50 reports that I need to edit.
1
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1answer
20 views

How do I calculate opportunity stage convestion rate %

I want to conversion rate. Let say 100 opportunities in 1 stage then they 50 opportunities moved to 2 stage so stage conversion rate is 50%. then 25 moved to 2 stage from those 50 opportunities so ...
1
vote
1answer
32 views

Programatically download a report generated in Salesforce

I would like to download a report generated in Salesforce every month as a csv file and process it on our side. I explored the analytic api which has a limit of 2000 rows per call, writing a soql ...
0
votes
1answer
10 views

Is it possible to order records in a report using a field that isn't shown on it?

Title is self explanatory, but here's an example: I have an object that has a certain numeric field that is unique, and want to make a report using the said field to sort the lines. Is it possible ...
1
vote
1answer
23 views

How can i get Opportunity stage conversion rate in report

I want to calculate opportunity stage conversion rate. I created a report on opportunity history and group by from stage and two stage add custom formula: Opportunity.Count__c:SUM / ...
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0answers
18 views

need way to Reduce report

I have created 2 reports on account with same filter criteria,but different group by 1 report group by Geography 2 report group by Indusrty. and summarizing the annual revenue field for both report ...
0
votes
1answer
15 views

Report to show Contact with two different Custom Object types

I have a Contact Object and a custom object called "License". On the License object custom field "Type" specifics if it is an "Evaluation" or "Commercial". Additionally, custom field "Product" ...
0
votes
2answers
19 views

Is it possible to create a publicly viewable dashboard?

I understand how to make a dashboard "public". But public seems to mean visible to other members of the Salesforce organization? I would like to make a report viewable by anyone without logging into ...
3
votes
0answers
30 views

Report Suddenly Stopped Returning Data

An important report that I created suddenly stopped working entirely. It used to show us all the items an Account has purchased, but now it shows nothing unless you remove the Account ID, then it ...
1
vote
2answers
55 views

How can I identify API calls from a specific application?

We use a single Salesforce account as our API/integration account. As an example, we have 3 web applications that make REST API calls to Salesforce using this single account. I would like to have ...
1
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0answers
13 views

Show reports in VisualForce Page through Apex [duplicate]

I want to generate reports in Visual Force through apex for a particular user. Does any one have a sample code or having any guiding tutorial to get start with this
0
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3answers
43 views

Analytic Snapshot for Case summary reports

(Kindly Note : I have tried every example available) What I have : Report - Summary report on Cases using Standard Report Type - Cases. Object - Custom object having fields similar to above report. ...
1
vote
1answer
25 views

Api usage report for more than 7 days [closed]

Is it possible to get a plot of the API usage for more than 7 days? Also, is it possible to get data at a user level, as in a report of xyz@test.com's API usage over the last 45 days.
-1
votes
1answer
25 views

How to bring salesforce report in .Net website?

I want to display salesforce report/dashboard in my website. or any way to get report data with partner api? Can any one help me? Thanks, Bhavesh
0
votes
0answers
16 views

Date format inconsistency for one custom field in reports

one of my user facing issue IN REPORT for date format where as one CUSTOM field "Locale Date PQL" column in American format (MM/DD/YYYY) and the rest of the report is in European format ...
0
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0answers
17 views

Salesforce report to find duplicate child record for parent object

I want to create report on below mentioned scenario. i have one parent object and one associated child object.I want to create report to find how many duplicate child record created for one ...
0
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0answers
15 views

Report converted values

We are facing an error in our custom reports using converted fields. This is related to the Exchange Rate used in the conversion for Inactive Opportunities. We see data stored using an invalid ...
0
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0answers
15 views

Trend report - on custom fields

Need help trying to get a custom field as a 'Historical' report column in the Trend Report Template. You have the 'Amount (Historical)', 'Close Date (Historical)' but I require the a numerical field ...
1
vote
0answers
45 views

Report on the top 20% of Customers Only

I need to report only on Contacts who are contributing to the top 20% of revenue. Payment is stored on Customer which is a Master-Detail to Contact, one Contact can be a Customer multiple times. In ...
0
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0answers
12 views

Filter objects for which are triggrable & allow reports

How to get a list of objects for which we can create a trigger and can create a report.My code is List<String> lstObject = new List<String>(); map<String, schema.SObjecttype> ...
1
vote
1answer
43 views

Reporting API via APEX: Get Instances

I was under the impression that when I runReport() using the ReportManager class that a rolling 24 hour instance would be cached so that if I need the data in a subsequent call I would not need to ...
0
votes
0answers
11 views

Getting “_” (dash) instead of Feed body text in Chatter Feed Report

In my app there are Two users having same profile and Permission Sets. I have enabled chatter feeds on custom object and also there are several feeds/comments in chatter of that object. When we ...
3
votes
2answers
51 views

Error in Inline Visualforce Page

I have summary report chart. which is to be displayed in visual force page. Report is geting displayed. but when I try to add filter criteria it shows Error [For the filter 1: Specify a valid ...
0
votes
0answers
11 views

Passing paramters to report from custom link in campaign

I have created a custom report on campaign and i have added a filter which is equal to blank value. now i have added custom link to campaign detail page which will allow pass the filter value through ...
1
vote
2answers
42 views

Create a calculated column in a report or tool/app to do so

Is it possible to create fields on a report? In SQL I was able to do this fairly easily. An example would be: Item ---- Qty ---- price --- total (qty*price) Do I always need to have total on ...