Tagged Questions

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

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0
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0answers
8 views

Report Generated but email not sent

I have scheduled a report at 5:00 AM everyday. Looking at the "Background Jobs" I can see that my report has been generated but I did not get any email from Salesforce. While customizing the report ...
0
votes
1answer
7 views

How to make reports of Feed item and Feed comment objects?

I want to make reports of fields in feed item and feed comment objects. I queried them in apex . Is there anyway to make their fields into reports. Thanks.
1
vote
0answers
14 views

How can I modify a matrix report with a summary line?

I have a matrix report I want to use to show the quota for a month and then all the activity for that month summed up and compared to the quota. If I leave Details turned on, it will show the Quota ...
1
vote
1answer
20 views

Custom field in standard object not available in reports on that object

I have a custom field in Accounts called Total Quality Rating. When customizing a report with report type Accounts, Total Quality Rating does not show up in the field list. Why would this be?
2
votes
2answers
30 views

How to find the folder of a salesforce report?

Is there any relationship between salesforce Reports and Folder objects, to determine the content of the folder or find the residing folder of a particular report ?
0
votes
0answers
15 views

How is the affect for reports after data type change on a filed?

I changed some field's datatype from number to currency. But when I create a report it will shows both before converted fields and after converted fields using converted suffix. Please let me know how ...
0
votes
0answers
10 views

How to display or customize schedule report options in custom visual force page ?

I need to have some schedule reports functionality in my custom vf-page to let the user setup some scheduled reports. Is it possible to integrate this part of the default Schedule Report Page in my ...
0
votes
0answers
13 views

How to create a reports for cases using historical data

We have a case with 3 values for status field (new, waiting, closed). We are tracking this field using "History tracking". If the case changes the status from new to waiting/closed it will be ...
2
votes
0answers
19 views

Create reports programatically with apex?

Winter 14' gives the ability to run and get report data, but I can't find anything about creating reports dynamically in the API documentation - ...
1
vote
1answer
18 views

Generate report for Account User access?

How to generate a report for all User having what access to all account records. For this we tried of using UserRecordAccess. But for UserRecordAccess UserId is must and SQOL limit is 200. How we ...
1
vote
2answers
15 views

How do I create a report that shows a graph of leads by inventory size?

How do I create a report that shows a graph of leads by inventory size? I would like to know how many leads we have with an inventory of 1, 2, 3 etc or how many leads with inv. size between 1-10, ...
3
votes
1answer
32 views

dashboard filtered by the current logged in user only

is it possible to create dashboard filtered by the current logged in user only ? For example when a user logs in, he should see records created only by him and not everyone else's... Please let me ...
2
votes
0answers
37 views

Dynamically change report currency

The topic has been discussed a while ago in this thread, however with no particular outcome. I came up with the similar problem and thought that someone perhaps would know more since that time. We ...
1
vote
1answer
23 views

how to report on email size in salesforce

I need to be able to report on emails in Salesforce, furthermore I need to be able to see the size of the email, is there a way to do this? I cannot find a report type that allows me to report just on ...
1
vote
0answers
21 views

Unable to create reports using Iframe

When I am including a report in Iframe I am getting this error: Refused to display 'https://ap1.salesforce.com/00O90000007bVAv?isdtp=mn' in a frame because it set 'X-Frame-Options' to ...
1
vote
1answer
24 views

Records not showing up in report

Situation: Custom object 'MOP' has a master-detail to Opportunity Custom object 'Product Revenue Projection' has a master-detail to 'MOP' Custom report type Opportunities with MOP with Product ...
2
votes
1answer
47 views

Measuring Salesforce1 Mobile usage

I need to be able to measure the success of implementing Salesforce1 Mobile. Is there a way of reporting on what records were created or updated via Salesforce1 Mobile?
1
vote
0answers
16 views

Standard Report Functionality - Is there a way to display Bounced HTML emails?

At reports in section Activity there is a type HTML Emails to track emais send with the standard HTML emails functionality. This can be used to somehow monitor the sent emails with the standard mass ...
1
vote
1answer
31 views

Standard Report Functionality - Is it possible to filter by formula

Looking at the standard report functionality, it seems not to be possible to filter by formulas defined in the report itself (I don't mean formula fields defined on the object). Is this really not ...
0
votes
1answer
19 views

Standard Report Functionality - Are there Wildcard / Joker / Asterisk Characters?

Looking at https://success.salesforce.com/ideaView?id=08730000000YvuGAAS it seem, Salesforce has no * or % support at the standard reports. Is that true? Any workarounds without writing some ...
2
votes
1answer
46 views

Insufficient Privileges in Report Folder as Admin

So I am preparing to active enhanced report folder sharing and reviewing the existing folders. I run a query to grab a list of the existing reports: Select Id, AccessType, DeveloperName, Name, Type ...
1
vote
1answer
27 views

Daily matrix report without data

Is it possible to create a matrix report without having records for one of the columns? For example: I have a matrix report with columns grouped daily for a custom date field; I have records for day ...
2
votes
0answers
26 views

Inconsistent Report Export between xls and csv

I have a fairly large report with 97K rows in it, when I try to download the .csv / .xls extensions the export fails to dump out all the data. Has anyone seen such inconsistency with report exports? ...
0
votes
0answers
16 views

Opportunity Historical Trending report

I'm trying to create a report/dashboard that shows how opportunities are moving thru the sales cycle from month to month. For example, I've create a report that is grouped by stage and shows the ...
2
votes
1answer
36 views

Where is the grouping value in the Analytics API results row?

I'm trying to create a visualforce page that renders a table based on a report with the analytics API. This is the code that I use to print out the aggregation rows: <apex:repeat ...
0
votes
0answers
19 views

Relating additional objects to my custom report type

I have created a new report type which links Process Instance and Process Report Node together so I can view approvals on my Opportunties in my report. This method works, however only the Opportunity ...
-1
votes
1answer
38 views

How to use report result as input to Batch Apex

Let's say I have a report with a specific result. Now i want to process this result in a batch process when the user triggers a order-button/link. Is there a way to have a button on the report page ...
0
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0answers
21 views

Custom Report with invoked or custom “Run Report” Button

How can i solve the following requirements ? It should be possible to create a common Report with some required Fields, but when the user press 'Run Report' or the report will be executed it should ...
0
votes
1answer
32 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
36 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
19 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
58 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: ...
4
votes
1answer
48 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
28 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
124 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 ...
3
votes
0answers
39 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
57 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
18 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
27 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
38 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
26 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
45 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
29 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
19 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
86 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
111 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
41 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
98 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
41 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
25 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 ...