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

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0answers
12 views

Reporting on Case owner and Case Team Member

We use Case teams and want to be able to report if the support engineer is either the owner or on the case team. This way we know the support engineers total workload. I created a report type ...
0
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2answers
26 views

How to display four column tabular table as a dashboard?

I'd like to get four columns to display in dashboard with fields from same object. I know how to achieve this (Four columns) using Matrix and Summary Report Format. The problem is my client wants to ...
0
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0answers
10 views

How to set the bar-series(VF Page) start value.?

I want to start the initial value/range from 0.Right its automatic depending on the value.Is it possible to always start from 0.??? Right now its starting from 400..This is VF page... Please help
3
votes
2answers
37 views

Object formula fields showing different results - Record detail page Vs Report

I have a formula field with type checkbox on custom object.This field gets calculated based on two Date fields. Formula logic : IsCallNeeded = NOT( OR( Date_1__c > (TODAY() - 15), ...
2
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2answers
29 views

Cumulative Reports in salesforce

Can you please help with any references to create a report as Below. Here, Cash Inflows/benefits, Cashoutflows/Costs are Rollup & Formula fields. Kindly suggest , Shud i go for VF/ Can we ...
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1answer
11 views

Reports combination of 3 objects

Here for Account i have 2 master-detailed relation objects X and Y, can i create a report by the combination of 3 objects. Relationships: Account - master-detailed relation - X Account - ...
0
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1answer
31 views

Generate a conga report with account and 3 custom objects

I have 2 parent objects - Account and SP. Account has one child object - Actls and SP has another child object - Trgt. I want to fetch data from 2 child objects - Acts and Trgt in same table set. I ...
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0answers
7 views

How to create community groupings for reporting

so I'm trying to create a custom object (if that is even the direction to go) to reflect a "Community" concept we have. This is for internal sales and reporting use right now. Basically, a ...
0
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0answers
11 views

salesforce report on single row

I have a custom object in salesforce named "CompanyStats" which has few numeric fields. It has only one row. Because fields are like "Facebook Likes" "Twitter Follows" In my dashboard i want to create ...
0
votes
1answer
17 views

Can columns with headers be added to reports that are not fields?

Is it possible to add Placeholder columns into a Sales force report? These additional columns are not related to fields in SFDC and will not populate with any data in SFDC but will be on the excel ...
2
votes
1answer
13 views

Salesforce Report (Query) Odd Behavior

Does anyone have links to info or knowledge of the following behavior and if there is something I can do Administratively to rectify it? A report, filtered on Time Frame of Created Date (custom ...
0
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1answer
18 views

Filter records on report where group sum is greater than 1

I'm writing a report that groups accounts by account name, and summing up a formula field that simply returns 1 for each account. Yes, I'm trying to find duplicate accounts. I have a report that ...
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0answers
8 views

The same report times out only sometimes

I have an Activities report that looks back over the past 5 days and summarises the activities for my team. There are typically 100-200 activities per member and there are no more than 20 members on ...
2
votes
2answers
117 views

Customize Report filters: 'Invalid date'

In both sandbox and production, no report can be customized or created as all date filters or date entries read as invalid date. Locale is US English Fails - new or customize any report Also - If ...
0
votes
1answer
27 views

Does anyone have experience pulling summarized data from Salesforce into compiled Word or PDF reports?

I'm looking for advice about the best way to automate the process of scheduling and exporting summarized data from reports into compiled PDF documents. We use Salesforce to track information related ...
0
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0answers
16 views

Why can't I see report in Unfiled folder?

I am the system admin and am trying to add a report to a dashboard. The report is in the unfiled folder but is not visible from the edit dashboard page. What am I missing? Thanks!
0
votes
1answer
37 views

Conga Nested tables and queries

I would like to use Conga to generate proposals from a quote. I've read that Conga supports nested tables. On Quote I have an Quote Line Item grouping object. This object has a self reference and ...
4
votes
1answer
70 views

How to find Find Scheduled Report Recipients from the code

We have many schedule Reports and Dashboeds. We need to find the Recipients for all reports from code. Doing it manually will take too much time. I have search for all objects in workbench and did ...
1
vote
1answer
13 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
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0answers
19 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 ...
2
votes
1answer
24 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
56 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?
1
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0answers
8 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
26 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
66 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
64 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
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0answers
25 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
83 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
23 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
27 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
46 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
16 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
158 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
39 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
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0answers
24 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
27 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
45 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
14 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
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0answers
68 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
25 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
127 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
91 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
66 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
54 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
23 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
35 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
18 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
34 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
45 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 ...