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

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0
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1answer
9 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)
1
vote
1answer
17 views

I'm calculating CaseCreatedHour from my Case object,But in Reports wrong values are coming

As per my requirement ,client wants to see a Report that shows how many cases are creating per Hour.So I'm calculating the Hour from Case Created Date. To achieve this,I'm calculating OffSet value ...
2
votes
1answer
86 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
17 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
12 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
17 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
15 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
16 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
17 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
24 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
29 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
42 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
45 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 ...
0
votes
1answer
13 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
18 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
135 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
25 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 ...
2
votes
2answers
39 views

Is there a way to report on attachments?

I've got a custom object that might have one or more attachments. I'm looking for a way to report on how many attachments there are on each record. I've done some research, and it looks like there's ...
1
vote
1answer
22 views

reporting on email-to-case settings

I have several hundred email-to-case rules already set up. I am trying to find an email-to-case rule that is setting a case field (case origin) to a specific value. How could I find this? IMHO the ...
1
vote
1answer
21 views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
2
votes
0answers
17 views

Report 'Custom Summary Formula': Can I apply the formula to only certain groupings?

Take a look at the matrix report screenshot from above. What we've got here is a custom object for forecasting, with a custom picklist called "record type" that differentiates between our Budget ...
0
votes
0answers
25 views

How to show all the Email notifications that I am set-up to receive?

How can I create a report in Salesforce to show all the Email notifications I'm set-up to receive?
2
votes
2answers
37 views

Reporting on cases owned by direct reports and other users below.

We want to provide an easy way for Supervisors / Managers to report on cases owned by users reporting up to them. Supervisors can select the individual case owners however when their managers need to ...
2
votes
1answer
23 views

How can I see the 'As of <date>' in a Report?

All Dashboards currently show the 'As of ' as below: How can I get this to show for all Reports as well?
2
votes
1answer
21 views

Showing multiple reports in one Dashboard without summarizing it

I have multiple reports that I want to show in one dashboard without summarizing it. For example, 'Open Opportunities with old closed dates' or 'Contacts with no email ID' would be reports that I ...
1
vote
0answers
29 views

Why doesn't inline editing work when there is a reportchart component?

I have a visualforce page that displays a report chart and and table in a tab. In a separate tab I have a list with some data. Inline editing is enabled for the list. When I double click the the ...
1
vote
0answers
11 views

Possible to include anything other than Detail records in a Report CSV Export?

I have a requirement to provide several CSV downloads from a partner portal. Several of these are fairly short and summarize a lot of detail; I will generate these using VF & Apex. A couple, ...
1
vote
2answers
27 views

Report on contacts filtered by Account custom object

I have three objects: Account, Contact, and a custom object called Order that belongs to Accounts (via a lookup). I want to create a report that allows me to show all Contacts that belong to an ...
1
vote
1answer
39 views

How does Global Search work?

When I search for an Account that has 'x' number of contacts, the Search results that come up using Global Search (Top Header) shows only 1 Contact as a result. Why is this? Should it not show all the ...
2
votes
1answer
30 views

how to identify which dashboard is using a particular report

I have a few reports i want to delete, but some of these reports are been used in dashboards because of which we are not able to delete them. Is there a way to identify which dashboard is using a ...
0
votes
0answers
12 views

Report to show # of closed cases with 1 casenote

We need a report showing the count of closed cases of an agent with only 1 casenote plus the total number of closed cases of the agent. Then we need a formula setup in the report like this: % = ...
2
votes
0answers
18 views

Report on case team members - the number of cases worked on

I need to create a report telling how many cases were handled by support personnel. Each case can be handled by one or more support engineers and all of them are added to this case's team. So, what I ...
1
vote
1answer
40 views

How to convert number to time format (hh:mm:ss) in report?

I have a simple report and I would like to know how can I convert a number column into time format (hh:mm:ss)? I have a column (number) that is calculated in mins and I would like to show as time ...
3
votes
1answer
47 views

URL hacking a report to pass a Date Literal filter value vs an actual date

Though not well documented by Salesforce, it's a well known fact that record pages and saved reports can be dynamically altered by passing URL parameters. For example, with a tabular report whose ...
0
votes
0answers
28 views

How to create YTD column in matrix reports

I have a requirement to create a YTD column based on the login history of the year (i.e) the login history for the current physical year of the user .I need this to be done in matrix report. when ...
0
votes
0answers
15 views

Opportunities are showing empty in forecast report

In the Forecast report Opportunities name column showing empty records..Why the empty records are showing??
2
votes
2answers
58 views

URL hacking to dynamically change filters for Joined Reports?

I'm trying to provide dynamic links to a Joined Report (in this case, the first block is Activities with Contacts, and the second block is Activities with Leads). I have only a single filter in each ...
0
votes
0answers
22 views

Analytics Snapshots for historical data

My intent is to show the number of Opportunities and the total Amount from Opportunities that are open at a given point in time for the past 2 years at my organization. I know this can be achieved ...
0
votes
0answers
11 views

Report on chatter

I had created report on chatter active user without phone number .i had gave viewer access to the folder .when i am trying to access with as system admin it is showing report ,when i am trying to ...
0
votes
0answers
21 views

Formula Field to show under Grand Total as well as sub-sections

I've had to create duplicate formula fields to serve the purpose because it doesn't show the calculation for individual categories as well as for grand total section to the right. I find this ...
1
vote
1answer
32 views

Win Rate based on $ Amount in Report

I want to show the Win Rate based on the Dollar amount inside a Report. Dollar Win Rate: Total Amount from Opportunities Won / Total Amount from Opportunities Closed How can I do this using a Report ...
1
vote
0answers
18 views

Displaying actual values on hover

I am making a report that breaks down record types by location. I would like to add a Stacked to 100% chart comparing the locations, but have the ability for users to hover over each element and get ...
0
votes
1answer
131 views

Report Scheduling for other users not showing options?

While Scheduling a report when we select a "To me and/or others..." radio button, we used to get multi select picklist, where it would show all the users in available fields but I am not getting this ...
0
votes
0answers
26 views

Automation for mass movement of reports using command line data loader or other tools

Is there a way to automate this process. Any idea will be a great sort of help. Below is a good approach for mass updating reports and dashboards manually. Announce to all your users that you will ...
1
vote
1answer
41 views

ExactTarget - Salesforce Integration: Adding the report or Campaign to the 'Individual Email Results' record in Salesforce

I am asking the following on behalf a client. A features in a system requires the ‘Campaign’ and ‘Report’ field to be completed on the Individual Email Result (and for that matter on the ‘Email ...
1
vote
0answers
30 views

Create custom column in report based on row calculation in Matrix Report

Hi I have a custom report (Activities with Case) created like this -> Now I would like to add an additional column and value would be 'Email - Received' - 'Email - Sent'. Possible to do that?
2
votes
1answer
43 views

how to exclude leads and contacts that were in a previous campaign

This is not an automation or coding question. This is a procedural question, i.e., "how to". I have researched through functionality, documentation and support questions/answeres and yet found no ...
3
votes
1answer
101 views

Batch printing Salesforce reports and Visualforce pages?

I have three Salesforce reports and two Visualforce pages that render as PDF pages. I'd like to print all of them with one button press. In case it matters, the reports and Visualforce pages are ...
1
vote
2answers
56 views

INQUIRY: Report Type Clean-Up

We are planning to do a clean-up of our report types and are looking for any recommendations/best practices around this. Could you help us with the following questions: We noticed that when you ...