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

learn more… | top users | synonyms (1)

0
votes
0answers
16 views

Report custom summary formulas

I have some doubts. Below is my requirement Custom Objects: Order and Line Item Requirement: Create a report Fields to be displayed in the report Order Name , Client Name, Type, Price, Total Volume , ...
0
votes
2answers
17 views

Insufficient Privileges when running report

I have a report running on Account. One of the users have access to the folder but not the report. The users profile has read, create, edit, viewall for account. I am quite baffled as to what is ...
1
vote
1answer
13 views

How to relate portal user and its contact in Salesforce reports

I am trying to create report to relate portal user and its contact who have campaign history.I'm able to relate contact and portal user but i couldn't get campaign history result.I created a report ...
0
votes
1answer
27 views

Reports deployment issue

I am deploying reports from one SF org to another. I am receiving following error message while deploying report via force.com IDE (eclipse): Deploy Results: File Name: ...
3
votes
0answers
28 views

Required value missing - sourceValue

I am receiving this error while deploying Reports through ANT. After investigation I found that the below 'backets' tag don't have tag 'sourceValues'. However the thing is that I have just got ...
1
vote
1answer
24 views

Check if an user name is used for any jobs/WF updates/Email alerts/Reports etc

I would like to know if there is any easy way to find all the references of Salesforce User account (say, User X). For example, Workflow field update can use User X, Reports running user can be User ...
2
votes
1answer
64 views

Tabular report data via analytics API

I was wondering if I could run my tabular report via API and create a csv file by traversing the result. I had a look at the examples and wrote a piece of code but.... Unfortunately I have no idea how ...
2
votes
0answers
22 views

How to decode fact map for matrix report using Analytics API?

Trying to pull out a List of IDs from a matrix type report. I think I understand Tabular and Summary type reports but I am lost on Matrix type. Here is my code: private ...
0
votes
0answers
13 views

Case Life Cycle Report

I would like to create a Case Life Cycle report that properly shows the average time a case spent at each status based on Case Type I created a matrix report, grouped by Type, then Case Number, then ...
0
votes
0answers
7 views

Cases report based on case team members' roles

I have found a way to create a report telling how many cases were worked on by a person using the case team functionality (see this question). However, I cannot use a case team member's role in a ...
0
votes
1answer
19 views

How to get the LookUp label name in Report Types

Can any one help me out ??I shall appreciate your help. MY org uses Xactly Express app : we do have different objects and report types generated . In report type named :XCCreditDealResult ,we do ...
0
votes
0answers
26 views

Analytics:reportChart and Inline Editing Support not working

I am working on a page with multiple tabs and fields, some of which require report charts for visual purposes. Also it requires inline editing support. When I add the analytics:reportChart tag my ...
0
votes
1answer
14 views

Opportunity with Contact Role report does not retrieve all expected records

I have 1868 Opportunities. Every one of them has at least one contact role. When I do an Opportunities with Contact Role report I only get 1003 records. I expect to be getting more records, not ...
3
votes
1answer
32 views

How can I use the API to get a list of reports in the Unfiled Public Report folder?

Short story: What is the best way to query for a list of reports in the 'Unfiled Public Report' folder. Long story: When I want to get a list of reports from a specific folder in apex I make a SOQL ...
0
votes
1answer
22 views

Dynamic Filter for Report

I have designed a report with one filter say User.Division = 'XYZ'. I have create a custom link which I am using to pass this parameter as pv0 and launching the report via the link. For example, my ...
1
vote
1answer
16 views

Permissions with partner communities

I'm working with partner communities, I intend to give permissions to a report to a partner user and I get the following error "Insufficient Privileges You do not have access to run this report. ...
1
vote
1answer
34 views

Report build using the VF page

I would like to design the custom report (Exact report view) using visualforce page and also trying to provide the inline edit feature in the report. Any one have the idea for that?
3
votes
1answer
105 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
35 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
51 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
30 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
19 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
19 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
29 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
66 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
42 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
18 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
29 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
25 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
17 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
17 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
18 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
30 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
63 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
34 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
28 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
185 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
16 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
36 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
13 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
21 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 ??
5
votes
2answers
38 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
43 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
61 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
34 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
27 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
53 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
39 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
13 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 ...