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

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1answer
10 views

How do I display a VisualForce page on the Reports tab?

I have built a custom report using SOQL and displayed it using the DataTables JQuery plugin. Now I need to add a link to it on the Reports tab so that users see it alongside the rest of their ...
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1answer
19 views

Self look up and Reporting Requirements

For one of my object (for e.g. Bug), we want a self lookup to the same object to store child records (for e.g. Child Bugs). After that I created a custom report type on Bug with child object Bug. I ...
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0answers
15 views

report showing how much time a field was not null

I am in need to create a report showing how much time a certain field was not null. In particular, I need to show how much time a case has been in a certain division (I have more than one division ...
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0answers
7 views

Split Revenue Salesforce

Is it possible that Given an estimated Revenue for an Account based on the Start and and End Date, Revenue can be split monthly. For example, if an Account X will generate 10,000 and started on April ...
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1answer
12 views

Report - show Accounts that changed status

I have a picklist field on my account status: new, old, deferred I want to run a report on accounts that were not of status 'old' at the start of the period but are a 'old' at the end of the period. ...
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1answer
24 views

Unit Test for Report

I need to write unit tests to call a method that validates the content of a Reports.ReportResultsObject. Is there a way to create reports programmatically, execute them and use the ...
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2answers
45 views

Need Help with Validation Rule(s) on Stage Changes

Need help with validation rules: Just found out our salespeople are not required to move their opportunities stage by stage. In other words, they can go from ‘Set Meeting’ to ‘Negotiation’ and bypass ...
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1answer
9 views

How can I identify impact on workflows, triggers, validation rules, etc,, when changing stage names or removing a stage?

Is there a free app exchange tool that will easily help identify what the impact would be on workflows, triggers, validation rules, etc,, when changing stage names or removing a stage? Thanks
2
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1answer
35 views

Case Article vs. Knowledgebase Case Article. What's the difference?

I am working with reporting on Knowledge Articles. One metric the business would like to see is cases being associated with articles. This is pretty straight forward and I use the CaseArticle ...
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0answers
9 views

Report that shows only those Accounts that have more than 2 Activities

I'd like to create a report that shows only those Accounts that have more than 2 Activities linked. I am wondering if there is a solution for that without doing a custom Field on the Account that ...
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0answers
7 views

Product with Orders and Opportunities joined report

I'd like to create a report showing how many actual Orders have been created compared to the number of Opportunities - but split by products. I thought I would be able to create a joined report from ...
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1answer
19 views

Cross-Filter Not Working As Expected - Opportunities & Activities

I tried to create a report based on Opportunities with an Activities cross-filter, so that the report would show Opportunities that haven't had an Activity created in the last 8 weeks. My filter looks ...
0
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1answer
15 views

identify the element that slows down the dashboard refresh

I have a dashboard that comprises 15 components. However, recently my dashboard is running very slowly, it takes over 5 minutes to refresh and this is consistent. As I check I have another dashboard ...
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2answers
27 views

Is there a way to customize Reports home page

Is there a way to customize the layout of the "Reports" Home page i.e Reports tab.. I am looking to add "Last Modified By" and "Last Modified Date" as column headers on the report home page? ...
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0answers
8 views

When does an Opportunity become a ForecastingItem?

I'm trying to create a report of type 'Forecasting Items with Historical Trending' and I'm having difficulty understanding the results of that report. My foremost question is, when does an ...
1
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2answers
23 views

Dashboard is not refreshing properly

I am surprised why this is happening to one of my client. He complained me that his dashboard is not refreshing and showing this error : "The dashboard can not be displayed because the source ...
0
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1answer
19 views

Reporting on calls that have been made against a lead?

I am trying to write a report that shows me the calls that have been made against a lead. I can only achieve this with all activities, but I want to just show the calls, but I cannot see the type ...
0
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1answer
30 views

Creating report to pull activities

Iam trying to create report that pulls activities related to account and also activities related to contact and opportunity from that account, is this possible? i tried to create custom report type ...
1
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1answer
24 views

Close Date FQ = Created Date FQ

I'm creating an opportunity report and need to show all opportunities closed between January1- March 31 and opp crated Date is also within the same Fiscal Quarter HELP!
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2answers
19 views

Reports: How do I report on the first activity created for a lead?

I would like to create a report that shows me when I had the first phone call with a lead. So, when we have a new lead, we have a call with them and record this using the "add call" feature. we might ...
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0answers
21 views

Get list of all report names

I would like to obtain a list of all SalesForce reports under all folders - the ones available by default (ex - All reports under Accounts and Contact Reports folder) and also the custom reports. At ...
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1answer
18 views

How can I use campaign field with lead report?

Is there a way to include the campaign value that a lead is associated with in a report. Would I have to add a custom field to do the campaign lookup on the lead?
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0answers
4 views

Customer Behaviour/Retention report

I need to create some report that shows Customers Behaviour/Retention over the years. So if the customer is of type x, the and purchased in 2012, the likeylhood of him making a second sale within ...
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0answers
12 views

Report Generated but email not sent

I have scheduled a report at 5:00 AM everyday. Looking at the "Background Jobs" I can see that my report has been generated but I did not get any email from Salesforce. While customizing the report ...
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1answer
25 views

How to make reports of Feed item and Feed comment objects?

I want to make reports of fields in feed item and feed comment objects. I queried them in apex . Is there anyway to make their fields into reports. Thanks.
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0answers
31 views

How can I modify a matrix report with a summary line?

I have a matrix report I want to use to show the quota for a month and then all the activity for that month summed up and compared to the quota. If I leave Details turned on, it will show the Quota ...
1
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1answer
25 views

Custom field in standard object not available in reports on that object

I have a custom field in Accounts called Total Quality Rating. When customizing a report with report type Accounts, Total Quality Rating does not show up in the field list. Why would this be?
2
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2answers
33 views

How to find the folder of a salesforce report?

Is there any relationship between salesforce Reports and Folder objects, to determine the content of the folder or find the residing folder of a particular report ?
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0answers
20 views

How is the affect for reports after data type change on a filed?

I changed some field's datatype from number to currency. But when I create a report it will shows both before converted fields and after converted fields using converted suffix. Please let me know how ...
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0answers
15 views

How to display or customize schedule report options in custom visual force page ?

I need to have some schedule reports functionality in my custom vf-page to let the user setup some scheduled reports. Is it possible to integrate this part of the default Schedule Report Page in my ...
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0answers
23 views

How to create a reports for cases using historical data

We have a case with 3 values for status field (new, waiting, closed). We are tracking this field using "History tracking". If the case changes the status from new to waiting/closed it will be ...
3
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1answer
38 views

Create reports programatically with apex?

Winter 14' gives the ability to run and get report data, but I can't find anything about creating reports dynamically in the API documentation - ...
1
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1answer
19 views

Generate report for Account User access?

How to generate a report for all User having what access to all account records. For this we tried of using UserRecordAccess. But for UserRecordAccess UserId is must and SQOL limit is 200. How we ...
1
vote
2answers
16 views

How do I create a report that shows a graph of leads by inventory size?

How do I create a report that shows a graph of leads by inventory size? I would like to know how many leads we have with an inventory of 1, 2, 3 etc or how many leads with inv. size between 1-10, ...
3
votes
1answer
40 views

dashboard filtered by the current logged in user only

is it possible to create dashboard filtered by the current logged in user only ? For example when a user logs in, he should see records created only by him and not everyone else's... Please let me ...
2
votes
0answers
47 views

Dynamically change report currency

The topic has been discussed a while ago in this thread, however with no particular outcome. I came up with the similar problem and thought that someone perhaps would know more since that time. We ...
1
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1answer
25 views

how to report on email size in salesforce

I need to be able to report on emails in Salesforce, furthermore I need to be able to see the size of the email, is there a way to do this? I cannot find a report type that allows me to report just on ...
1
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0answers
30 views

Unable to create reports using Iframe

When I am including a report in Iframe I am getting this error: Refused to display 'https://ap1.salesforce.com/00O90000007bVAv?isdtp=mn' in a frame because it set 'X-Frame-Options' to ...
1
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1answer
33 views

Records not showing up in report

Situation: Custom object 'MOP' has a master-detail to Opportunity Custom object 'Product Revenue Projection' has a master-detail to 'MOP' Custom report type Opportunities with MOP with Product ...
2
votes
1answer
60 views

Measuring Salesforce1 Mobile usage

I need to be able to measure the success of implementing Salesforce1 Mobile. Is there a way of reporting on what records were created or updated via Salesforce1 Mobile?
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0answers
18 views

Standard Report Functionality - Is there a way to display Bounced HTML emails?

At reports in section Activity there is a type HTML Emails to track emais send with the standard HTML emails functionality. This can be used to somehow monitor the sent emails with the standard mass ...
1
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1answer
38 views

Standard Report Functionality - Is it possible to filter by formula

Looking at the standard report functionality, it seems not to be possible to filter by formulas defined in the report itself (I don't mean formula fields defined on the object). Is this really not ...
0
votes
1answer
22 views

Standard Report Functionality - Are there Wildcard / Joker / Asterisk Characters?

Looking at https://success.salesforce.com/ideaView?id=08730000000YvuGAAS it seem, Salesforce has no * or % support at the standard reports. Is that true? Any workarounds without writing some ...
2
votes
1answer
58 views

Insufficient Privileges in Report Folder as Admin

So I am preparing to active enhanced report folder sharing and reviewing the existing folders. I run a query to grab a list of the existing reports: Select Id, AccessType, DeveloperName, Name, Type ...
1
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1answer
28 views

Daily matrix report without data

Is it possible to create a matrix report without having records for one of the columns? For example: I have a matrix report with columns grouped daily for a custom date field; I have records for day ...
2
votes
0answers
31 views

Inconsistent Report Export between xls and csv

I have a fairly large report with 97K rows in it, when I try to download the .csv / .xls extensions the export fails to dump out all the data. Has anyone seen such inconsistency with report exports? ...
0
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0answers
40 views

Opportunity Historical Trending report

I'm trying to create a report/dashboard that shows how opportunities are moving thru the sales cycle from month to month. For example, I've create a report that is grouped by stage and shows the ...
2
votes
1answer
47 views

Where is the grouping value in the Analytics API results row?

I'm trying to create a visualforce page that renders a table based on a report with the analytics API. This is the code that I use to print out the aggregation rows: <apex:repeat ...
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0answers
26 views

Relating additional objects to my custom report type

I have created a new report type which links Process Instance and Process Report Node together so I can view approvals on my Opportunties in my report. This method works, however only the Opportunity ...
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votes
1answer
48 views

How to use report result as input to Batch Apex

Let's say I have a report with a specific result. Now i want to process this result in a batch process when the user triggers a order-button/link. Is there a way to have a button on the report page ...