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

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3
votes
1answer
99 views

You've reached the chart refresh limit for now. Check back shortly. What could be the reason?

In the account detail page i have embedded two report charts. After refreshing the account page for few times i am getting an error on the chart that displays You've reached the chart refresh ...
0
votes
0answers
25 views

Joint Report with Bucket Field

I would like to create the report based on the below Each My_custom_object has a related Opportunity and this opportunity has a related products [totally 3 objects] I have tried the joint report but ...
0
votes
2answers
33 views

How to create a YTD comparison of This and Last year sales?

I need to compare YTD sales of this and last year sales. How can I achieve that with a simple formula field on the opportunity object? YTD = Year - To - Date - e.g.: all sales until this date. (and ...
0
votes
2answers
21 views

I am having trouble with creating a number range IF formula

I want My formula to show Tier 0 if lifetime account Revenue is between 0 and 999, Tier 1 if Lifetime Account revenue is between 1000 and 10000 and so on. Here is the formula I have: IF ...
0
votes
0answers
16 views

Issue with the api name of the field from report

I may VF page I am getting all the reports and from that reports I am getting the filters used for the reports. When I try to use the phone field it retrieve me name as phone1 and when I used First ...
1
vote
0answers
17 views

Salesforce Reports and Mobility Reports [closed]

Can you Plz let me know of some of the reports which are not possible in Salesforce natively but we can develop them in mobility?
0
votes
1answer
22 views

Help with PrevGroupVal to display analytical trend data

I need to create a report to view the growth of subscribers to specific programs. I created a matrix report with row groupings on Program and column Grouping on Subscription Date (Calendar Month). I ...
2
votes
0answers
59 views

Download a report using python

I have a report that I want to download in a CSV format using a pyhton script. I searched the web for solutions, but none of them worked. This one looked very promising and simple, but unfortunately ...
1
vote
1answer
37 views

Salesforce Mirrored To mySQL - Reporting Tool Suggestions?

We are setting up mirroring our Salesforce to mySQL using CopyStorm. One object in particular will be mirrored with no deletion (all data ever will accumulate in mySQL while in Salesforce it will ...
1
vote
0answers
13 views

Report / Dashboard for Tasks I'm following

I want to produce a report/dashboard to show Tasks a User is following. Context: A task is created by a User and assigned to a group leader. The group leader will then reassign the task to a ...
0
votes
1answer
23 views

Can Conga Courier send reports generated by Conga QuickMerge?

I am working with reports generated by Conga QuickMerge. I need to send these reports using Conga Courier. Is this possible? if so, how?
1
vote
1answer
19 views

Report rule where `Date Field` is less than `Date Field`?

I'm trying to create a report where one date field is compared to another. For example, where Close Date in an Opportunity is Less than Last Modified Date. How can I do this? I know of being able to ...
2
votes
0answers
15 views

Custom export option for report

We are trying to allow users to narrow down items on a report based on whatever criteria they want(they are looking for specific phone numbers to call for the day). Once they do this we are looking ...
0
votes
1answer
15 views

Cross Filter Disabled For Report with Master Detail Custom Report Type

We have a custom report that uses a custom report type but when we try to add a cross filter on the report the option is greyed out / disabled. The custom report type has a relationship from ...
0
votes
2answers
13 views

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment?

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment ? Individual user should get notified with all open Leads. Email attachment should only consist Leads ...
3
votes
1answer
25 views

Report as data source for Visualforce page

Is there a way to to access summary info (I do not want draw a report chart ) in visualforce page? Background: I want to manage a summary report in the background and expose only the summary ...
2
votes
1answer
42 views

Unable to display Report on Visualforce Page

I'm trying to display a report on my Visualforce but its not displaying the same. Please help `My Page <apex:page > <apex:form> <apex:iframe ...
3
votes
2answers
30 views

Filter on Accounts that currently have one product but not another

I need a report that will list out all of our Accounts currently under contract and use one product, but do not have another. I feel like there might be an easy way to do this and that I am possibly ...
1
vote
1answer
23 views

display case list including child account from parent account detail page

im trying to get the list of all cases for current account record and also its child account cases. and display as a related list in account detail page. is there any option with reporting or visual ...
6
votes
1answer
169 views

Report Folder Sharing setting SFDC bug?

Background We need to configure a folder "Company X Reports" which has to: Everybody can view One profile called Supervisor can clone reports from there and save only in "My Personal Custom ...
3
votes
0answers
12 views

Set filename when exporting report via URL

One of my favorite Salesforce reports tricks is that you can automatically download a report by adding URL parameters to the URL. A link like this will immediately download the indicated report in ...
1
vote
2answers
29 views

Creating a report using formula based on activity type

I am trying to create a report for activities of Opportunities, Contacts and Leads, grouped the report for activity type . Now I need to do calculations based on activity type. For example : if ...
1
vote
0answers
11 views

How to access the Reports for OverageHighVolume Portal user license?

I need to access the Reports Folders in Portal Page, which the portal users are contains the OverageHighVolume Portal user profile. I was check it on the Profile Permissions the RunReport checkbox is ...
0
votes
1answer
13 views

problem unscheduling reports

I have a user that is unable to see the "unschedule report" button in the edit report screen. However I am, as Sys Admin, able to see the button and use. I have checked their profile setting and they ...
0
votes
0answers
20 views

Accessing reports in portal Using overage highvolume customer portal license

How to access reports from portal using overage high volume customer portal license .I know the particular license doesnt have run reports permission .Is there any workaround for this ??
4
votes
2answers
35 views

Create a report with unique country names and total number of unique countries

How do I create a report with the unique countries that exist for all users? So that the Grand Total represents the unique number of countries. In other words 'I want the total number of unique ...
1
vote
1answer
27 views

How salesforce role based team's cases work in case report

As a manager, I want to see only my cases and my direct repartee's case in Salesforce My teams open cases report. I have 3 other managers in my same role. We all are assigned in same role in role ...
0
votes
1answer
56 views

Cross-tabular Report based on GROUP BY CUBE Result

Based on Salesforce Documentation here , we may create cross-tabular report from the query result. I've managed to create the class so far to show the aggregate result. Apex Class public class ...
1
vote
1answer
29 views

Report showing grand parents with no grandchildrens

Can we build a report to list down all grand parents with no grandchildren's? For e.g., Lets say we have following data model Contacts --[lookup]--> JobAllocation ---[MasterDetail]--> ...
0
votes
1answer
25 views

Report in Salesforce for Records where my name is in a custom user lookup field

i have a 2 User lookup fields on the Case Object. One is the Standard Owner field and the other is a custom lookup field to Users. In the Reportbuilder you can choose "my cases". And what i want is ...
0
votes
0answers
42 views

Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
0
votes
1answer
37 views

How to use this formula in Reports?

I want to display a Case Created Hour,So I've a formula.I want to use this formula in Report. VALUE(MID(TEXT( CreatedDate ),12,2)) + ( DST_Offset__c ) Here DST_Offset__c and CreatedDate are ...
2
votes
0answers
12 views

Issue in reports and dashboards view

i have 2 managers named A and B. Under A, teammates X,Y and Z are assigned. Under B teammates P,Q and R are assigned. We have built a report forn Manager can view teammate's cases based on the filter ...
0
votes
1answer
17 views

Create report which shows Opportunties in Stage X for longer than Y days

I would like to create a report that will show Opportunities that are stuck in stages 5-8 for longer 5 days (in each stage, not collectively)
2
votes
1answer
97 views

My Formula is not working in the Reports generation

We have a requirement that need to display the date&time when user select as 'Completed' from a Status picklist filed.I used below formula to achieve this.It is working exactly perfect in the ...
2
votes
1answer
20 views

How do you report on Half Year 1 vs Half Year 2?

I would like to establish a way to be able to report and compare H1 (first 6 months of a year) vs. H2 in addition to the current options (quarters, months, weeks) for the most relevant date fields of ...
0
votes
0answers
18 views

Adding tabular report to dashboard

As far as I understand from the research I have done on this all morning, it is not possible to put a tabular report on a dashboard that has a bit more detail than specified here: ...
0
votes
1answer
23 views

Report on Custom Object / Report Builder

I am trying to write a report on a custom object. I used the report builder, but when I select the data source, it is not possible to only select that custom object. I was wondering whether that is ...
2
votes
2answers
23 views

Can I include notes in reports?

I want to report on the leads and other custom objects which have notes associated with it.
0
votes
1answer
21 views

Tabular report and duplicate rows

I am confused with this basic reporting issue: I have a simple criteria: I would expect to see only unique records in my view/ export, but I see duplicate rows of the same record. Irrespective ...
4
votes
1answer
22 views

Hiding an Account record from searches and reporting?

Is there any way to hide certain Accounts from the Global Chatter search and reporting? Essentially I want to "deactivate" an Account, so the information is still there, but it doesn't show up in ...
1
vote
1answer
26 views

How to display aggregated historical data

My CEO wants to view aggregated data, of such: Assuming today we have 1000 New 500 In confirmation process 40 confirmed 10 converted He wants to see the data in an aggregated display: (something ...
1
vote
1answer
54 views

User-defined field dependent on values in picklists, formula needed

I am looking for a solution how to express a formula for an user-defined field with the following description: the formula should show the corresponding letter salutation dependent on the picklist ...
3
votes
2answers
44 views

need to be able to find which records have notes & attachments

I have searched the web with no success of finding a solution for this yet. How can I report on an objects records to find which ones have notes and attachments?
2
votes
0answers
50 views

What is the logic for the automatic creation and update of custom report types?

It seems there is a lot of magic behind custom report types. For example, if I create a new master detail field to the account object for "Custom" a new report type "Accounts w/Custom" is created ...
1
vote
1answer
19 views

Summary report for contacts with and without emails

The requirement is to create a summary report group by emails - but it is not just based on emails - it is based on whether the email field is empty or not. Is there any declarative way of doing that? ...
1
vote
1answer
24 views

filtering reports at run time based on account

How can I create a report on cases, for example, and then have a filter on account number so that I can show only the cases for a specific account number at run time? Would I need to build a visual ...
1
vote
1answer
20 views

SalesForce Report, to return contacts who have attended 3+ Campaigns

I really need some help Aim- Only show contacts where they have attended 3 or more campaigns. i have built the following report (see attached image) but i am stuck on how i can return contacts who ...
6
votes
5answers
145 views

What are you using for reports? Surely not the built in mess

Is there a good 3rd party application or plug-in to generate decent looking reports with the options and features we need like putting summaries on bottom of the groups, changing colors, fonts, etc., ...
0
votes
2answers
31 views

Conga Courier: Only Salesforce Administrators Are Receiving Conga Courier Emails

I just installed the 30-day trial of Conga Courier in Salesforce and I've set up the workflow so that each person receives customized report information. I've found that only Users with the System ...