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

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1answer
8 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
20 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
10 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
14 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
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1answer
44 views

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

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
11 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
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1answer
23 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 ...
1
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0answers
15 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 ...
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0answers
11 views

Formulas in Report Record Types

I've noticed that not all report record types include the ability to create custom formulas. How and can this be added to a new or existing record type? Thanks
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1answer
14 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
25 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.
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1answer
22 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
15 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
25 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
32 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
14 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
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1answer
29 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 ...
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0answers
8 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
26 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
12 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 ?
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0answers
12 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, ...
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1answer
19 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
17 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 ...
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0answers
24 views

How to display custom summary format report in visual force page in commuity portal

I Have a report in [Summary report format] in Salesforce that accepts 2 parameters. how to display this report in visual force page, this VF page is in Community portal. Is it possible to display ...
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0answers
55 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 ...
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0answers
34 views

Preserve Report Custom Formula values when exporting in Tabular format to Excel

I'm trying to create a simple report for all opportunities related to accounts: Business Account | Record Count | Price Sold (sum) | Net Gain (sum) for the time specified when you select the dates. ...
1
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1answer
27 views

Report/Query to find all “Service Cloud User” in the system

We currently have Service Cloud User license. How can I run a report/query (whatever it is) to find all the users with Service Cloud User permission? This field doesn't seem to be available. It's ...
0
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1answer
16 views

SF report download as .xls wont open in Excel/ Access

I am running a report in SF then trying to download as UTF8 / .XLS format. Then when I try to open in Excel / import to Access I get the following warning message: It seems that the file has the ...
1
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0answers
31 views

Can I mimic a matrix report with a Visualforce page? [closed]

I'd like to show something like a matrix report in a Visualforce page. The horizontal axis is date; the vertical is site(or location)*. The displayed value is a ratio based on attendance. Not every ...
1
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1answer
21 views

How to the pull the report start date less then close date?

I am trying to pull the report start date < close date in opportunity object,It is possible to do it?
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2answers
40 views

Create Report to show Accounts that have Activities /No Activities Logged

I would like to create Dashboard /Report that displays number of Accounts that have been called /not called (activities). For example, I have 10 Accounts and 6 of these 10 accounts have been called ...
0
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1answer
19 views

Creating reports to show when applicants “fall off”

all. I am hoping to build a report (series of reports?) that can help us determine where our school applicants are falling off - failing to complete a section of the application and therefore not ...
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votes
1answer
31 views

Create a report to show on an account [closed]

I want to create a report that shows as a report chart on the component. However, I don't know how to create a report for just one account. I want to create a Pie Chart, which shows the following ...
0
votes
1answer
21 views

How to report on opportunities from a date field on the account?

I have a custom fate field on the account: Date_Field__c I want to report on all opptys, from that account, where the close_date > Date_Field__c How can I achieve that?
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2answers
27 views

Compile Error: Field is not writeable: Report.Name

I am getting error 'Compile Error: Field is not writeable: Report.Name' while checking the name field of report. Does any one have any idea! Code is like: list lstreports=[select id,name from ...
1
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0answers
22 views

Activities to Leads

I work in a call center of sorts and we are hoping to create a report that shows how many calls our sales reps are making on each lead before they give up on them. An issue we are having is that our ...
1
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2answers
38 views

Generate a report on Account and Leads

I am looking at a way i can get a report showing an account and have a related leads. Lets assume that i would make a domain match of website of account and to determine the related leads. I ...
2
votes
2answers
44 views

report query with a specific filter

I need to change an picklist value that is used in many reports to filter on. I need a way to find all reports where the filter is used so that I can also update the reports. I am in Workbench, but ...
1
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0answers
40 views

Revenue By Month

I am attempting to create a report that would provide me a month to month break down of revenue based on the opportunity's start date, end date and Estimated_Revenue and the calendar weeks. Given the ...
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0answers
14 views

Matrix report sorting logic

I have a matrix report with some grouping fields, and some other fields. I can set the 'order by' on grouping fields, but I cannot do this on the other non-grouping columns. I'm wondering if there is ...
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2answers
16 views

Report on polls

Could you please help me on that: I need a report on chatter polls which contains the available choices (e.g: yes or no) and how many people voted yes or no on the polls. Please help.
0
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1answer
29 views

As partner community user, Unable to access Dashboard as logged in user

Getting the following error message, when trying to access dashboard as logged in user, as a Partner community user The source report is based on a report type that is inaccessible to the dashboard's ...
2
votes
1answer
27 views

Campaign Member Status tallies

Hi I am trying to track attendance of our participants over many events (campaigns). I have created custom campaign members statuses. From what I understand, statuses that are marked as "responded" ...
3
votes
1answer
109 views

Can i get the Lead ID once it has already been converted?

My BI colleague asked me to put if I can 2 new fields on account, both related with the lead that this account was before conversion. One is the Creation Date and the other is the ID of the lead. I ...
0
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1answer
14 views

Quick Question about Role Hierarchy Visibility during Reporting

Good morning! This should be an easy one. The Role Hierarchy that shows up at the top of Reports involving the Opportunity Object... the one that can be seen here: ...
1
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2answers
24 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
16 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
18 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 ...
1
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2answers
38 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
43 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 ...