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

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16 views

Help needed for calculating average productivity per resource in sales force snapshot report:

Help needed for calculating average productivity per resource in salesforce snapshot report: We are calculating resource productivity and I have attached the screenshot for your reference. I was ...
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0answers
6 views

How to create Administrative Report (API calls made)

API calls made within last 7 days: I'm finding a way to create a report and purpose of the report is to show the API calls made by the user and I'm exceeding my api calls limits and I have no idea ...
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0answers
9 views

Salesforce suggested Workflow to allow inclusion of Activity type in Report not working

I am trying to create a report on Activities that includes the Activity Type. I am following these instructions, as apparently this can't be done out of the box. ...
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1answer
27 views

How to get the report data into list in apex class [closed]

Can any one help me how to get report data into apex class as a list. Thanks, Murali
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1answer
16 views

Create a Contact History report that shows only one row

I created a report on Contact History and I summarized the report by Contact Id. I need to use the Edit Date of that report to mass update records but the summary shows multiple lines from when the ...
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1answer
12 views

What field can you use to track queue origin? (i.e. what went to X queue in the last 30 days)

Currently our company is using "Ticket Owner" field to assign a ticket to a queue. Issue: unable to track historically how many tickets went into that queue Example: Queue: Escalations Ticket ...
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1answer
11 views

Display Number of Accounts Called in Quarter using Dashboard Component

I am currently using Professional Edition. I need to create a Dashboard Component that displays the number of Accounts called by a user in current quarter. For example, Joe owns 65 Accounts and has ...
2
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1answer
11 views

Campaign Exclusion Report

I am having trouble creating a Campaign with Leads report and could use some help. I have Salesforce Enterprise edition. I have a population of 324 leads that are all campaign members of Campaign ...
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0answers
10 views

Report for time tracking

Reports for time tracking I need a get report on following 1) How long does it take each case owner to resolve a single case? 2) How long does it take each case owner on average to resolve a case? ...
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12 views

2 reports, which shows the time in days between 2 dates

I'd like to create 2 reports, which shows the time in days between 2 dates time, when the owner of the lead was changed and the time of the first appointment (event) time of the first appointment ...
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2answers
35 views

display counts of leads on homePage

I want to display the count of leads which are not modified since last 90 days On home page,But problem is i have never worked on the home page. I was going through the searches i came to know about ...
1
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1answer
26 views

Last activity = greater than 30 days

Good morning, is it possible in SFDC reports to create a filter that shows "last activity" = "greater than 30 days" rather than the standard "greater than" specific date?
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1answer
21 views

Generating Report on Contacts without Activities

How can I generate a report on Contacts Without Activities? Thanks.
1
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1answer
23 views

Passing Time Frame parameters in Report?

I need to pass report parameters from VF page.? I want to run a report from Thursday to Friday dynamically... I have the dates on Vf page... But how to pass in the report URL..Please help. ...
1
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1answer
11 views

Question about scheduled reporting in professional edition

I see that the limitations are: Scheduled reporting in PE says 1 per hour * *Up to a possible max of 200, total. Need a little help clarifying what that limit means. Thank you!
1
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1answer
30 views

This Week v. Last Week… How can I create a report that shows this week and last week's data?

I am building a series of Sales reports that show things like amount of deal. Our executive staff wants the dashboard to show last week's records and then current records. I have current weeks ...
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0answers
13 views

How would I set up this report?

I need to create a report that relates 3 objects. Account, Opportunity, And Lead. I am having troubles getting all the fields needed. Lead and Opportunity have a lookup to an account and it doesn't ...
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0answers
20 views

Custom Objects Reports and Custom Fields

We have a custom object called 'Buildings' we already are using the declaritive tool for rollup fields bc of the M-D relationship issue to Accounts and Opportunities. We are looking to build a ...
1
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1answer
55 views

Unable to filter out blank fields

I've read many topics, but still couldn't solve this problem: I need to create a report that shows number of activities on each account total AND also shows accounts with no activity at all. The ...
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0answers
15 views

How to display each object data size in reports [duplicate]

Can any one help me on creating report which includes all objects(Standard & Custom) and its maximum Storage Limit, data size. Thanks,
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1answer
12 views

Report - Recreate Standard Report Type

There is a standard report type Campaign with Contacts that has almost everything I need. Is it possible to clone this report type? If not, what objects should I join in my custom report type to get ...
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1answer
18 views

Custom Fields and Reports

On the Opportunity we have a custom field called 'Contract Term' it is a picklist with values 12 Months, 24, Months, 36 Months and 60 Months. So Customer installation Complete Date is the start date ...
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0answers
14 views

Average number of hours between two dates and times in report

I have a report with the following columns: Date/Time Opened, Restore Communicated to Customer, Resolution Communicated to Customer and Date/Time Closed. I want to calculate the difference between ...
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0answers
15 views

File not visible in “file and content” report

I have a file with "your company" sharing setting which appears only in "file and content engagement" report. It is not visible in "file and content" report. Can anyone please help on this issue, i ...
0
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0answers
16 views

Salesforce Joined Report

I'm trying to do a joined report. Is it possible to create a joined report that will give me Contacts to Accounts Name to Account Team members? I guess my final goal is to show all my contacts from ...
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0answers
17 views

Report in visualforce

Is it possible to add a report like below to a visualforce page? If not, can I code this kind of report in apex? Could you tell me sources to read about this.
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0answers
16 views

Report to show accounts with no contacts in a specific role

I need to pull a report of accounts that do not have a contact specified for a particular administrative role. If 1 contact in the account is listed in that role, I do not want anyone in that account ...
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1answer
13 views

Salesforce report relationships

I have noticed there are 3 ways to get data across related objects into reports. 1.) Custom Report Types - you can create report types with a Parent Object and traverse down related Objects. 2.) ...
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1answer
22 views

Workbench vs Report: same user, different number of records viewed

When I run a report on the OpportunityLineItems in my org I can read a total of 38517 records at the end of the page. If I check it on the Workbench the result is of 38316 (-201) OpportunityLineItems. ...
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0answers
21 views

Can't add custom report type to joined report

I am making a Joined report and am having troubles with adding a custom report type. The relationship between the objects works like so: Account -> opportunity -> Quote -> Plan Design(custom ...
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0answers
16 views

Leads, Contacts, and opportunities associated with a Campaign

Is it possible to have the leads, contacts & opportunities associated with the campaign in a single report.I tried the 'Campaigns with Leads and Converted Lead Information’ report type but it does ...
1
vote
1answer
47 views

Initial term of field expression must be a concrete SObject: List<Report> [closed]

I have read all the related questions here, but couldn't found the answer to my problem (since must of them were just trying to access a list with dot notation like if it was an sObject). I'm just ...
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1answer
12 views

Issue regarding report schedule

I want to schedule a report on Tuesday on every week of the month . How can I do this ? Please help me. Thanks in advance Anil Tiwari
-1
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1answer
30 views

Use group by and limit at the same time in Salesforce report

Good day everyone, I have question about salesforce Report. Suppose I have a product object with field product_name and quantity. Now I want to create a report that will get the total quantity of ...
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0answers
17 views

Scheduled report not showing up in email

I have a scheduled report that was supposed to be sent to four recepients, me being one of them. None of us have been getting it. I set it to just me and then went through the email logs. In the logs ...
1
vote
1answer
15 views

Collapse groupings in reports

Is there a way to collapse a grouping? This seems like a basic feature but I cannot find it. In this example I don't want to see all the values, I just want to see the grouping name and the percent ...
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1answer
31 views

How to develop the Matrix report in Visuafore page

Can we achieve the below by using VF page or some external jQuery widget. I have tried with Gant or dxhtml queries. but no works.
0
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1answer
24 views

Formula needed for report of percent of grand total

I have a report with that has a grand total of number of people. The report is grouped by a status. How can I create a formula that gives me the percent of people in each grouping divided by the grand ...
-1
votes
1answer
23 views

Get the Report ID from a Dashboard Component

I have a list of Dashboard Component IDs and need to get the Report IDs from them to create a new Visualforce page with those reports. How would I get the Custom Report IDs knowing the dashboard ...
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0answers
39 views

Unica “Treatment Code” into and out of ExactTarget

We're installing UNICA and part of the installation will be the creation of "Treatment Codes" which identify what email a recipient received, and also connects any activity (Clicks, Opens) back to the ...
1
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2answers
41 views

Can we use encrypted fields in Report Filters with Platform Encryption

I have a use case where few fields on objects have to be encrypted, but there should be a provision to use these fields in filter criteria while creating records. But by seeing restrictions on ...
1
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1answer
18 views

Want to customize Pricebook and then export it into excel in a proper format

As we cannot customize Pricebook nor can we add a custom button, I have an issue. Actually I want to download a pricebook in excel format, which i can do using report with Printable view option. But ...
2
votes
1answer
32 views

Reporting based on fields from different child objects

I have two child objects of the Account object : Loans & Deposits. I would like to show any Deposit (DepositDate__c)which happened within 30 days of a Loan's closing (CloseDate__c) for that ...
1
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0answers
9 views

Report with a wrong Territory View

I created a custom Report Type "O-p-p". A report X with the "O-p-p" custom Report Type. When I build the report I cannot see any row, because it is set with a certain territory point of view in ...
-1
votes
1answer
29 views

Reformatting Reports in Excel & setting Proper case [closed]

When I export a report from Salesforce into Excel, I am unable to make any field proper...it will just display =proper(A1) It won't actually change A1 from lake tahoe to Lake Tahoe. Please help!! ...
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0answers
14 views

Creating a report on users using mobiles platforms by month

I want to create a report on users who use salesforce through ipad and mobile. is it possible to do this ?
1
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0answers
14 views

Opportunity report with Contacts with specific Activities

I want to make a report with Opportunity information. I want to filter out Opportunities where the Contact has an activity assigned to a specific User. Our activities are only linked to the contact, ...
0
votes
1answer
28 views

Create Dashboard to track Target Activities

I would like to create a report with a Dashboard component that compares the number of activities that a user has logged in a Current Quarter against a Target number of activities that have been set ...
1
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2answers
26 views

Report cross object filters: pulling only parents with multiple types of cross object children

Sorry if the wording is confusing, let me explain: Our Account object is (indirectly?) a parent of the Asset objects, so it is possible to run a cross object filter on Accounts with Assets, and to ...
1
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0answers
126 views

Report Chart in Visualforce Page

Report chart in Visualforce page Hello All, I am facing a problem related to report chart in a Visual Force, Following is the objective: 1) For all the sales agents pull their top 10 Partners (who ...