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
12 views

Create a Report using Salesforce SOAP or REST API

I know about Salesforce Reports and Dashboards REST API. But Report REST API allows only to change (update) an existing report by sending PATCH request with appropriate json body and clone a report ...
1
vote
0answers
4 views

How to change developerName of Dashboard and Report using an existing Salesforce SOAP or REST API?

I tried to save dashboard and report via Salesforce Reports and Dashboards REST API and it works, but when I change developerName in the request body and send this request, in the response I got a ...
0
votes
0answers
17 views

Exacttarget tracking pdf reports

there is an option in the UI to download the tracking report of a particular batch send job ID in PDF format as shown in the screenshot. Is it possible to retrieve similar PDF report using automation ...
0
votes
1answer
15 views

how to create report which do following in salesforce

I want a report which shows no. of lead status with respect to role name. suppose Sale rep have. open - 3 working -2 close -5
1
vote
1answer
32 views

Getting Error message in dashboard

In one of our dashboards we are getting the below error message for a particular report. Other reports are displaying in dashboard as expected. Error Message: Error: Warning: The results below may be ...
0
votes
1answer
13 views

How to retrieve hyperlink from the Report using apex?

I successfully achieved the report according to Asynchronous Reports with the Analytics API in Apex. I am using synchronous report and it work fine as code below : global class public with sharing ...
0
votes
1answer
25 views

Control and/or monitor who does data exports from salesforce

besides our Sales department doesn't have the Export Report option they can still ctrl+C -> ctrl+V into an excel sheet if they wanted to take some information for other companies or whatever. I ...
2
votes
1answer
10 views

Report chart filters and filter conditions

I am using a visualforce page on which i am displaying a reportchart using analytics:reportchart. I am specifying the 2 filter conditions in the filter attribute. <apex:page> <analytics:...
4
votes
1answer
54 views

Create Report via REST/SOAP API

I need to create simple Report with Lead/Contact data. How can I do it via REST/SOAP API? REST is preferred.
2
votes
0answers
25 views

show only last updation of record in lead history report

hi i am creating a lead history report, but got stuck in a problem. i want to show only last updation occurs to record rather than all updation of that record is their any way to do this. attached is ...
2
votes
2answers
40 views

How to calculate how many days probability of each stage avilable [closed]

I want to how many days an Opportunity record resides in each stage. When prospecting to either Closed Won or Closed Lost. Is there better way to count the number of days for a single stage? We need ...
0
votes
0answers
16 views

Display report in visual force page

I want to display report table in visualforce page.I am looking for solution that available but so far I found : Using Iframe : This serve exactly what I want but I don't want to use iframe because ...
0
votes
1answer
11 views

Percentage Report Formula of Bucket Field record count

I want to create a report formula that will show percentages according to record count of the bucket fields in the summary report. Any ideas?
1
vote
0answers
13 views

Portal user runs report and columns are missing

I have a portal user set up who I allow to run custom report type. Sometimes the report is missing columns that I see when I run the same report. In field level security the portal user has access ...
0
votes
1answer
20 views

Wrong report summary calculation

We have a report to calculate the commission of sales but seems like the summary isn't working here I attach a screencap link to the values. This is how Comission_client is calculated : The sum ...
0
votes
0answers
12 views

Is there any limitation when using summary report as a source report in reporting snapshot?

Is there any limitation when using summary report as a source report in reporting snapshot? In reporting snapshot, while field mapping we are able see only group by fields and formula fields from the ...
1
vote
0answers
15 views

Combination Chart (more than 1 measure) - Lightning Experience Dashboard

I would like to compare aggregates from different fields. Normalized Total Cost vs UnNormalized Total Cost. In classic I can add another column to compare the 2. However, in a Lightning Dashboard ...
1
vote
1answer
25 views

Unable to access Salesforce reports programatically when user is set to use use Lighting UI

I've previously accessed Salesforce reports programatically using a .NET webRequest to the following end point: https://eu5.salesforce.com/00O24000003NIxf?export=1&enc=UTF-8&xf=csv Including ...
0
votes
1answer
29 views

Can we write any batch for updating all reports with new record type

We have an requrirement where we have changed the master details relationship to lookup. Hence around 1000 reports are getting effected. We have created new custom record type for the new relationship ...
0
votes
1answer
24 views

Converting MasterDetail Relationship to lookup and Its impacts on Reports

We are working on urgent requiremnt where i am looking for the best approach to to achieve this. What impact would be on report, i have read many articles that warns doing this as this might impact ...
0
votes
0answers
49 views

Directly accessing a report in Lightning Experience

So in Salesforce Classic I'm able to directly download my reports as CSV by going to the following link: https://myorg.my.salesforce.com/?export=1&enc=UTF-8&xf=csv But in Lightning Experience,...
0
votes
0answers
15 views

Creating Reports on Customer Portal users

So, I am trying to create a report on users who access to Customer Portal. To my understanding there can be a number of customer portals that can be setup. I pretty much want to determine how many ...
0
votes
1answer
16 views

Report: How often users edit records

I would be interested in creating a report on how often my users edit records. I have played around with this for a while, but have got nowhere. I can only really use the last modified date, but I don'...
0
votes
0answers
11 views

SFDC report filter issue - no results found

when i try to fetch records from developer console the records are displaying but with filter in report i am not getting any records. Query : select id, name, Opportunity_Owner_Name__c, Type, ...
0
votes
1answer
22 views

Report on Opportunities and their attached files

Is it possible to run a report on opportunities and attached files? We attach our files via Chatter. I created a report type for Opportunities with Content Documents, but it comes up with no results. ...
0
votes
1answer
23 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
13 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
16 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
17 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
14 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
19 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
24 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
22 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
12 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
40 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
56 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
32 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
31 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
31 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
25 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
76 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
37 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
12 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..