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

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1
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1answer
7 views

Can I create a report with only summarized data?

My client currently has a report that they only want to see summaries of. Currently we see: But they only want to see the total number of records summarized and the Summarized Dollar amount. I ...
0
votes
0answers
5 views

Reports and Dashboards + Managed Package (Best Practices)

I have a Managed Package and was looking to add some Reports and a Dashboard or two. Are there any guidelines or best practices in terms of doing this? In particular, what are the pitfalls to avoid ...
-4
votes
2answers
17 views

View workload on Salesforce [on hold]

Please guys, So we use salesforce at work. Any chance I could view the answered emails so far? Aka workload. Or is this only visible by administrators??
2
votes
1answer
22 views

How override view on custom tab?

I want to make report section for view in custom tab. I d'nt understand how override view. There is visual page for this but i can't use View filter for my tab. For example, there are 2 views: ...
0
votes
1answer
47 views

ExactTarget - get a report of all emails sent to individual subscriber?

is there a way to get all of the emails that were sent to individual subscriber (all or for the period of time) with dates of email being sent, and the name of email?
-3
votes
1answer
20 views

Picklist of all reports on standard layout [closed]

I must make a research to find if there are any ability to run report from single record(via button or page in details section). Also investigate an ability to place list of records to the default ...
1
vote
0answers
7 views

Include site name in KnowledgeArticleViewStat Report?

We have multiple sites that host FAQ/PKB pages that show Articles. Some of these Articles are displayed on one or more of the sites. It's possible to report on view stats using the ...
0
votes
1answer
16 views

Grouped Bar chart

I am trying to create the barchart where i have three date (1st Followup, 2nd Followup and 3rd Followup) fields in Opportunity object and those three date values should show in a grouped bar chart I ...
1
vote
2answers
31 views

Build data table in visualforce page from two objects and related data

Ok so im at a lost and hopefully someone can help me. So SF reporting is very limited and I need to pull a report that I can show to the user and allow for them to export to excel if needed. So here ...
3
votes
1answer
50 views

Using SOQL, how can I tell which dashboards have not been used in the past year?

The title says it all, really - I am looking at hundreds of dashboards (literally) and I want to find the ones that aren't being used and kill them. Any thoughts? Thanks!
0
votes
0answers
20 views

Obsolete Report error on the packaged environment

I am trying to find a problem about this "Obsolete Report" error. This only starts show up when I create a report with join formated with namespace. I can create a joined format report in the ...
1
vote
1answer
42 views

Portal users cannot run User object reports - insufficient privileges

I have a Customer Community Plus site with portal users using Customer Portal licenses. I want the portal users to run User object reports so they can see last login, etc. Portal users are still ...
0
votes
1answer
22 views

URL is not clickable on standard New record page

I've created a custom object and using standard page layout to add data to this object (no customized VF page). In this object there is a read-only URL field that assumes some default value, pointing ...
1
vote
1answer
21 views

can i mass update/insert report criteria

we have built around 100+ reports and now I would like add a filter criteria to all these 100+ reports, is there a quick way to add the filter instead of going 1 by 1? Thanks.
1
vote
1answer
40 views

Using SOQL, how can you tell what folder a report is in?

The title says it all - how can you tell what folder a report is in using SOQL?
0
votes
0answers
10 views

Chart in report cannot plot additional values

I'm trying to make a table in a dashboard. This require me to have a matrix report that has a chart in which I have plotted additional values. I have summarized both of the fields I would like to ...
2
votes
1answer
96 views

DEV 401 Report vs. Dashboard Question

The organization-wide default settings for Accounts is Private. A manger resides above a team in the role share some of the account data with the team. Which feature can extend the viewing privileges ...
2
votes
1answer
30 views

Converting Decimal into Time

we have a report that is giving us the time as 13.95 when we figure out the average. We would want it to list as 13:55 How would we do that in a report formula field?
0
votes
1answer
26 views

Why is my report taking forever to run?

When working with a very large dataset of Accounts, e.g., 10's of millions of records, I wanted to create a report to return a subsets of records, i.e., records filtered by country. I created a ...
1
vote
0answers
16 views

Reports: Displaying “My Team” or a specific user

I need to know how to enter in the filter of a report that I either (OR) want "My team's" opportunities" OR Opp ower= Andrea If I enter "My Teams" under Salesforce's premade filter then anything I add ...
0
votes
0answers
21 views

calculate the ratio of days left to days in month

When creating a formula in a report, I need the syntax to calculate the fraction or percent of days past in the month versus days left in the month, e.g., if month ids 30 days and there are currently ...
2
votes
1answer
40 views

Report Customization

I've been working on a report for awhile now, and I've built it with the information to display that I need. The problem I'm having is that when I run the report The 3 fields that are grouped only ...
0
votes
0answers
11 views

Chatter Desktop Login history

I am pulling out a report which extracts the users that have logged in - i.e their login time & the device used to login in - ie. the Browser field. But unfortunately the report is showing ...
1
vote
0answers
43 views

Problem with integrating reports using `<analytics:reportChart>` and `<apex:commandButton>`

Did anyone run into this error before? Error while running $A.run() : Cannot read property 'join' of undefined' while using to integrate and filter reports. I have to render different reports ...
1
vote
2answers
17 views

Creating a report on Qualified Leads with Opps vs without Opps

I can create a report that shows total converted leads per week. But I want to be able to split that to Total Converted leads/ week with a created opportunity vs. Total converted leads/week ...
1
vote
2answers
60 views

Is it possible to create reports on external objects exposed via Lightning Connect?

We would like to pull in data using Lightning Connect and create reports in Salesforce on that data. Is this possible and what problems/challenges should we expect?
0
votes
0answers
50 views

Cannot pull report metadata for analytics:reportChart filter

I am using the component in visualforce and need to build the filter attribute. Exported the 18 character ReportID from the dataloader. However, when I load the URL to describe the metedata for the ...
2
votes
3answers
49 views

How do we setup a report to show year-to-year comparisons by week or a particular date?

We have Salesforce with the Nonprofit Starter pack. Does anyone know how to do year-to-year comparisons (based on week) based on a particular date range? Please see image below for format of report we ...
1
vote
1answer
39 views

Clone Dashboard with Reports

I have to clone a dashboard for multiple markets (say I have to clone a dashboard aimed at France for every country in Europe). This dashboard has about 10 underlying reports with the same filter ...
1
vote
1answer
22 views

How to get a view of all products that are not in a pricelist?

How to get a view of all products that are not in a pricelist? I've tried to do that with a report, but there's only a report for products that dó have a pricelist, while I want to see which products ...
2
votes
0answers
29 views

Formula field result is different on object vs in a report

I have some text formulas on an object called Student Placement. They compare and explain the difference between Fall and Spring GPAs (which are numeric formula fields). If either or both of the GPAs ...
0
votes
0answers
17 views

how to report on who has access to pricebooks

I need to be able to see who and what roles and subords have access to what pricebooks, e.g., active pricebooks, is there a way to do this?
0
votes
1answer
26 views

Retrieve report count through apex

I am trying to get record count by giving the query Select count(id) from report where id='xxxxxxxxxxxxxxxxx'; But i am sure if it exceed 1 lakh records, we get limit exception. Is ...
0
votes
1answer
37 views

Unable to Add 5 Objects on Custom report Type

I am tying to add 5 Objects on Custom report Type. These 5 Objects have Relation. After adding 4 th Object it is showing some error. like Object Limit Reached, You can associate up to four objects to ...
0
votes
0answers
23 views

Report on Accounts with no completed Activities in last 90 days

So I've got Salesforce Professional and am trying to create a report that will show me how many Accounts I have that haven't had a completed activity in the past 90 days. Since I'm on Professional, I ...
0
votes
2answers
57 views

Enabling Territory Reports in Territory Management 2.0

We have enabled Territory Management 2.0 in our Salesforce org. However, we cannot find the Territory Reports as described here: ...
1
vote
1answer
122 views

Is there a way to see if a user has exported data?

I have a request to see if a specific user has exported any Salesforce data. Also a request for automatic notifications if a large data export has occurred. is this possible
1
vote
1answer
33 views

How can I log new activity/update a field when contact appears in report?

I'm in higher education, and we use our org to manage the admissions process. Emails, reporting, all of that is a breeze, but we also send out some essential information by way of our postal ...
0
votes
0answers
61 views

Chart is not Displaying in visualforce Page

I'm not getting the chart in visualforce page so please kindly help VF Page <apex:page standardController="Potential__c" extensions="dynamic_report" sidebar="false" > <apex:form > ...
0
votes
1answer
19 views

How can a profile see a public report when sharing is off?

A certain profile of mine can see a public folder, that he shouldn't. My wide setting for Enhanced Folder setting is enabled I have a certain folder, which the users in this specific profile ...
1
vote
1answer
98 views

Filter Column on Analytic:reportchart not a valid filterable column

I have created a vf page with a standard controller equal to the Account Object. In the report that I am trying to bring in on the vf page it has the Invoice_History__c object and the Account object ...
0
votes
1answer
21 views

To add a link on field value to navigate to Detail page for a Custom object in Reports

Hi I'm new to salesforce reporting. I need your help. I have a custom object called "Invoice". I have generated report for it. Values present in the row should be displayed as hyperlinks, when i ...
2
votes
0answers
44 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
1answer
58 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
24 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
78 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
1answer
59 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
20 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
36 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
13 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 ...