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

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2answers
8 views

Is there a reason why a Salesforce User might be unable to select the report “Subscribe” button?

I have a user with a Salesforce(System Admin) license who is unable to select the Subscribe button on any report. However, users with Salesforce Platform licenses seem to be able to do so. I was ...
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0answers
6 views

How to create a Funnel Report with custom fields

So, we have a TCV field, for Total Contract Value. In addition, we have our standard Close Date field. We'd like to have a Report that has the 12 months of the year looking forward on the x-axis, and ...
1
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1answer
14 views

Is it possible to show the record count as a new column in a matrix report?

I have a matrix report with two fields on the vertical axis and one (date) on the horizontal axis. It's pretty standard and looks like this. I turn to you for advice. Any way to have the record count ...
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2answers
29 views

how to create report when we need to get fields from ten different objects

I have ten objects now i want to show different fields of the different objects in one report how to achieve this
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2answers
23 views

Reporting on post 90 days of completion date

We are trying to create a report showing Opportunities that have checkbox on their Account 'Was this a Referral?' post 90 days of a date field on the Opp. I set the report criteria as 'Was this a ...
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1answer
19 views

Reports folder issue

I got a problem fpr which I am unable to figure out the solution. I was asked by a person that if a particular reports folder is restricted to only individuals that he asks to assign? If thats the ...
3
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1answer
34 views

How can I make a report to show only values common to two lists?

I essentially am trying to show a list of Accounts which have both Loans and Deposits associated with them. Both of them are Child objects to Account. I was thinking it could be done with a Joined ...
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1answer
23 views

Reporting Install Date +90days

I am trying to create a report based on the 'Customer Installation Completed Date'plus 90 days on the Opportunity AND 'Was this a Referral?' Checkbox on the Account is True I tried to create a ...
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0answers
18 views

Formatting Improvement in Scheduled Reports

Formatting Improvement in Scheduled Reports I am working on Scheduled Reports and have query on 2 points. 1. Filter for Reports 2. Formatting ( including spacing, font, table structure etc ) for ...
2
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1answer
25 views

Report based on time difference calculation

I am building a report which will show contracts which were Closed within 5 days of being initiated (Open Date). Is there a way to build a filter in reports based on the simple formula : (Closed Date ...
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0answers
26 views

New Request for forecasting fields

There’s a request to change our global process of how we forecast (sales manager/business unit manager commits) in SFDC. Below are notes from my meeting and what the request consisted of. Changing ...
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0answers
17 views

Serializing/Saving the values of a custom class?

Would it be possible to create a custom class whose values can be saved, and then possibly even reported on, without creating a custom object behind it? The reason I ask for this is because this ...
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2answers
26 views

Report on pricebook and products

I need to report on pricebook in order to have all products with their price on the pricebook? Any lead about that?
1
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1answer
24 views

reports for next three months

I need to create a report in salesforce for the custom object from a particular date field. I do not want to do it from filter criteria "Next 90 days". The scenario goes this way: I have a ...
0
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1answer
20 views

Report time filter based on two different fields

I am attempting to build a report filter for a custom object which shows contracts in my company. I would like the filter to allow me to show only the contracts which were opened (Open Date) within 30 ...
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2answers
26 views

Compare initial opportunity amount to most recent opportunity amount in reports using formulas

Im trying to do something thats plagued me for years in salesforce reports. It feels like it should be relatively simple but for some reason i struggle to get it to actually work. My actual setup is ...
1
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0answers
18 views

Issue while exporting a report

I am exporting a report(On Opportunity) to Excel. We have 1 decimal field (Quantity). But, when I am checking the report in excel, the quantity field value is coming differently. For Example : In ...
1
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1answer
16 views

Show only previous Business Day on a report

I am attempting to show the previous Business Day's new Accounts in a report. I am unable to simply use Yesterday as the filter because Monday will then show Sunday results, not Friday. The only ...
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0answers
14 views

Pass Parameters to filter a report dynamically from a picklist

I would like to create a vf page and in that I would like to one Picklist with all the standard reports available in my application. Then when user choses on of the reports,there must appear another ...
1
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1answer
33 views

SQL running the All Domain report out of ET by Job ID

How do I create an SQL to run the All domain report when I have a list of Job IDs? I am trying to use the Interactions > SQL within ExactTarget to run a query that will generate the whole All Domain ...
2
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2answers
22 views

“Outer join” like reports

I have a parent and child object. I want to create a report for these objects. I can create a report type for the objects. Now what I want is that for every child object, there is one row in the ...
3
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0answers
19 views

How to display a Funnel Chart with Grand Total values?

I am working on creating some Funnel reports, for Non funneled objects. I am working based on the idea posted by Luke Duncan I have the summary of the fields/stages that I want, and I want to ...
1
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0answers
23 views

How to create and display a Funnel report and chart on leads?

Our marketing department are looking for a funnel report of our leads current status. The information should look like any funnel report, but I don't see how I can collect the data. The values need ...
2
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0answers
18 views

Dashboard Filtered by “Ask User”

I want to filter a dashboard by customer account number so that I can see all of the reports by just that customer. I have thousands of customers so setting up a dashboard filter with just 10 isn't ...
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2answers
23 views

Report Folder access - Strange anomaly

In the process of cleaning up our reports and ran across this strange anomaly: There are two users in a Profile that appear to have Sys Admin "like" visibility into Report Folders as they see all of ...
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2answers
22 views

Product Name, ID, Code are not appearing under custom report

I have a custom report type called Opportunities with Transactions. Opportunities has a custom field called ProductIndex which is a lookup field to Product. For some reason on this report, Product ...
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0answers
13 views

Usage Metrics for production env

Are there any API or Objects similar Usage Metrics to collect infomation which VF pages users visit, which pages are resulted in errors, browser info, user profile, etc.?
6
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1answer
65 views

Reporting: Grouping by Date (Calendar Month) without omission of empty months

I'm generating a series of RevenueItem__c objects, which are master-detail related to Opportunity. The series is sparse: there are month with and without RevenueItem__c objects. Even gaps of many ...
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1answer
22 views

Create a Custom Button on Report

I have following requirement I want to create a Report with Contacts. Now i want to export these contacts to a Campaign using a Custom Button. Here I don't know how to create a Custom button in ...
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1answer
24 views

how to include Realted To field in Activity report?

Hi i would like to create a 'Activity with Account' report and i cant seem to find the column 'Name' & 'Related To'. How can i report on these 2 fields? Thanks.
3
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1answer
21 views

Reporting on Chatter

I need to be able to report on files posted to Chatter. It doesn't look like you can through Chatter activity reports. Is there a best way to go about this? Thank you in advance!
1
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0answers
12 views

Report on Activities on Converted Leads

We need a report to show all Activities on a Lead before it was converted. Is it possible to do it? As per the Salesforce help, Activities on Leads are moved to Account, Contacts and Opportunities ...
0
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1answer
18 views

Target Dashboard using Gauge

I have to prepare Target dashboard using Gauge components. The Targets have to be set on the basis of division. So there would be a filter called division on the dashboard. But gauge breakpoints have ...
0
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1answer
31 views

Conga and Matrix Report

I generating report from Salesforce to be used in Conga Compose.The report that I created in Salesforce is in Matrix Format but as we know it got limitation where it wont show the column that does ...
2
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1answer
43 views

How to use Reporting Snapshots and get the output report link?

Created snapshot for the opportunity and done field mapping and scheduled the time also. While getting automatic mail from salesforce regarding record inserted, "how can i provide a link to the ...
1
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1answer
20 views

Chart to show Ascending formula values

I am not able to make the report show values ascending from Week 1 to Week 52.This is formula that i use from the backend and also an adding to my previous question. Adding Text before Formula that ...
2
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1answer
35 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 ...
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2answers
48 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 ...
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0answers
15 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
4
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2answers
48 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
44 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 ...
0
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1answer
12 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
55 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
9 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
12 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
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1answer
21 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
21 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
40 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 ...
2
votes
2answers
133 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
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1answer
43 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 ...