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

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2
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1answer
17 views

DEV 401 Report vs. Dashboard Question

The organization-wide default settings for Accounts is Private. A manger resides above a team in the role share some of the account data with the team. Which feature can extend the viewing privileges ...
2
votes
1answer
21 views

Converting Decimal into Time

we have a report that is giving us the time as 13.95 when we figure out the average. We would want it to list as 13:55 How would we do that in a report formula field?
0
votes
1answer
19 views

Why is my report taking forever to run?

When working with a very large dataset of Accounts, e.g., 10's of millions of records, I wanted to create a report to return a subsets of records, i.e., records filtered by country. I created a ...
1
vote
0answers
9 views

Reports: Displaying “My Team” or a specific user

I need to know how to enter in the filter of a report that I either (OR) want "My team's" opportunities" OR Opp ower= Andrea If I enter "My Teams" under Salesforce's premade filter then anything I add ...
0
votes
0answers
16 views

calculate the ratio of days left to days in month

When creating a formula in a report, I need the syntax to calculate the fraction or percent of days past in the month versus days left in the month, e.g., if month ids 30 days and there are currently ...
2
votes
0answers
32 views

Report Customization

I've been working on a report for awhile now, and I've built it with the information to display that I need. The problem I'm having is that when I run the report The 3 fields that are grouped only ...
0
votes
0answers
7 views

Chatter Desktop Login history

I am pulling out a report which extracts the users that have logged in - i.e their login time & the device used to login in - ie. the Browser field. But unfortunately the report is showing ...
1
vote
0answers
22 views

Problem with integrating reports using `<analytics:reportChart>` and `<apex:commandButton>`

Did anyone run into this error before? Error while running $A.run() : Cannot read property 'join' of undefined' while using to integrate and filter reports. I have to render different reports ...
1
vote
2answers
15 views

Creating a report on Qualified Leads with Opps vs without Opps

I can create a report that shows total converted leads per week. But I want to be able to split that to Total Converted leads/ week with a created opportunity vs. Total converted leads/week ...
1
vote
2answers
24 views

Is it possible to create reports on external objects exposed via Lightning Connect?

We would like to pull in data using Lightning Connect and create reports in Salesforce on that data. Is this possible and what problems/challenges should we expect?
0
votes
0answers
20 views

Cannot pull report metadata for analytics:reportChart filter

I am using the component in visualforce and need to build the filter attribute. Exported the 18 character ReportID from the dataloader. However, when I load the URL to describe the metedata for the ...
2
votes
3answers
38 views

How do we setup a report to show year-to-year comparisons by week or a particular date?

We have Salesforce with the Nonprofit Starter pack. Does anyone know how to do year-to-year comparisons (based on week) based on a particular date range? Please see image below for format of report we ...
1
vote
1answer
23 views

Clone Dashboard with Reports

I have to clone a dashboard for multiple markets (say I have to clone a dashboard aimed at France for every country in Europe). This dashboard has about 10 underlying reports with the same filter ...
1
vote
1answer
18 views

How to get a view of all products that are not in a pricelist?

How to get a view of all products that are not in a pricelist? I've tried to do that with a report, but there's only a report for products that dó have a pricelist, while I want to see which products ...
2
votes
0answers
24 views

Formula field result is different on object vs in a report

I have some text formulas on an object called Student Placement. They compare and explain the difference between Fall and Spring GPAs (which are numeric formula fields). If either or both of the GPAs ...
0
votes
0answers
15 views

how to report on who has access to pricebooks

I need to be able to see who and what roles and subords have access to what pricebooks, e.g., active pricebooks, is there a way to do this?
0
votes
1answer
22 views

Retrieve report count through apex

I am trying to get record count by giving the query Select count(id) from report where id='xxxxxxxxxxxxxxxxx'; But i am sure if it exceed 1 lakh records, we get limit exception. Is ...
0
votes
1answer
28 views

Unable to Add 5 Objects on Custom report Type

I am tying to add 5 Objects on Custom report Type. These 5 Objects have Relation. After adding 4 th Object it is showing some error. like Object Limit Reached, You can associate up to four objects to ...
0
votes
0answers
20 views

Report on Accounts with no completed Activities in last 90 days

So I've got Salesforce Professional and am trying to create a report that will show me how many Accounts I have that haven't had a completed activity in the past 90 days. Since I'm on Professional, I ...
0
votes
2answers
28 views

Enabling Territory Reports in Territory Management 2.0

We have enabled Territory Management 2.0 in our Salesforce org. However, we cannot find the Territory Reports as described here: ...
1
vote
1answer
119 views

Is there a way to see if a user has exported data?

I have a request to see if a specific user has exported any Salesforce data. Also a request for automatic notifications if a large data export has occurred. is this possible
1
vote
1answer
28 views

How can I log new activity/update a field when contact appears in report?

I'm in higher education, and we use our org to manage the admissions process. Emails, reporting, all of that is a breeze, but we also send out some essential information by way of our postal ...
0
votes
0answers
35 views

Chart is not Displaying in visualforce Page

I'm not getting the chart in visualforce page so please kindly help VF Page <apex:page standardController="Potential__c" extensions="dynamic_report" sidebar="false" > <apex:form > ...
0
votes
0answers
15 views

How can a profile see a public report when sharing is off?

A certain profile of mine can see a public folder, that he shouldn't. My wide setting for Enhanced Folder setting is enabled I have a certain folder, which the users in this specific profile ...
1
vote
1answer
35 views

Filter Column on Analytic:reportchart not a valid filterable column

I have created a vf page with a standard controller equal to the Account Object. In the report that I am trying to bring in on the vf page it has the Invoice_History__c object and the Account object ...
0
votes
1answer
17 views

To add a link on field value to navigate to Detail page for a Custom object in Reports

Hi I'm new to salesforce reporting. I need your help. I have a custom object called "Invoice". I have generated report for it. Values present in the row should be displayed as hyperlinks, when i ...
2
votes
0answers
43 views

Salesforce Report returns varying #rows depending on #columns - same filter

When Running a report on Opportunity for all opportunities, All time and criteria Opportunity Record Type = Deal I am getting around 70 k records. The report has 48 columns. I used force.com explorer ...
0
votes
1answer
35 views

Report Filter for CloseDate is from Past Month

I have following Formula on my Validation Rules, I want to find out which of my Existing Records comes under these validation rules, So, I am creating Report for it. I am unable to FILTER Following ...
0
votes
0answers
20 views

display a combinational line chart from 2 different unrelated objects.

Can we display a combinational line chart with each line's value from 2 different unrelated objects. Also can we add a criteria in standard report which states that if Date (custom field) field's ...
1
vote
2answers
61 views

Need Help on Roll up Summary Fields

I have two objects Test Plan ( Master ) and Test Plan Script ( Detail). Test Plan has 2 roll up summary fields - "Scripts passed" and "Scripts failed" where summary type = count and filter condition ...
0
votes
1answer
42 views

Reporting magic between Contacts and Activities - filtering joined reports across different criteria

We're trying to create what seemingly should be an easy report (and can't get it to work) where we measure the total number of user activities in the Contact object over the past 7 days by user vs the ...
0
votes
0answers
18 views

Show opportunities related to a campaign

I want to be able to see opportunities related to a specific campaign. But the problem is that all opportunities we create in Sf are related to accounts only and not to contacts. So.. all the data ...
0
votes
1answer
32 views

Customize Approval Report fields

We are starting to run Leads through an Approval process and want to report on them (of course!). Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, ...
0
votes
0answers
13 views

reports issue with lead convertion not dispalying

User reports a problem with the SFDC account of a Belgium colleague Geert Wachtelaer (geert.wachtelaer@citrix.com) he converted a lead of a Belgium enduser customer but it did not show up in the ...
0
votes
1answer
30 views

Reports showing incorrect total after adding a new field

Issue: When running the "Case with or without Audit" reports, if there are multiple audits done in the case either by 1 engineer or multiple engineers, the reports gets skewed. Even though the number ...
0
votes
1answer
23 views

Dashboard to show hot leads daily

I've developed a formula that defines the quality of the leads for my company. You can find more in the following article: Case number range formula Now that I know who are my hot leads i want to ...
0
votes
0answers
16 views

Create reports on Articles summarized by Data Category

Can I create a report on Articles which will display all the published and in draft articles with its data category?
2
votes
0answers
29 views

PREVGROUPVAL on Opportunities with Products and Schedules

I have revenue scheduling enabled, so that I can calculate the daily revenue for opportunity line items for a given date range. I would like to do a YoY report, to see the Q3 2014 (previous quarter) ...
1
vote
2answers
39 views

How do I display a VisualForce page on the Reports tab?

I have built a custom report using SOQL and displayed it using the DataTables JQuery plugin. Now I need to add a link to it on the Reports tab so that users see it alongside the rest of their ...
0
votes
1answer
28 views

Self look up and Reporting Requirements

For one of my object (for e.g. Bug), we want a self lookup to the same object to store child records (for e.g. Child Bugs). After that I created a custom report type on Bug with child object Bug. I ...
0
votes
0answers
25 views

report showing how much time a field was not null

I am in need to create a report showing how much time a certain field was not null. In particular, I need to show how much time a case has been in a certain division (I have more than one division ...
0
votes
0answers
9 views

Split Revenue Salesforce

Is it possible that Given an estimated Revenue for an Account based on the Start and and End Date, Revenue can be split monthly. For example, if an Account X will generate 10,000 and started on April ...
0
votes
1answer
21 views

Report - show Accounts that changed status

I have a picklist field on my account status: new, old, deferred I want to run a report on accounts that were not of status 'old' at the start of the period but are a 'old' at the end of the period. ...
1
vote
1answer
26 views

Unit Test for Report

I need to write unit tests to call a method that validates the content of a Reports.ReportResultsObject. Is there a way to create reports programmatically, execute them and use the ...
1
vote
2answers
97 views

Need Help with Validation Rule(s) on Stage Changes

Need help with validation rules: Just found out our salespeople are not required to move their opportunities stage by stage. In other words, they can go from ‘Set Meeting’ to ‘Negotiation’ and bypass ...
0
votes
1answer
15 views

How can I identify impact on workflows, triggers, validation rules, etc,, when changing stage names or removing a stage?

Is there a free app exchange tool that will easily help identify what the impact would be on workflows, triggers, validation rules, etc,, when changing stage names or removing a stage? Thanks
2
votes
1answer
65 views

Case Article vs. Knowledgebase Case Article. What's the difference?

I am working with reporting on Knowledge Articles. One metric the business would like to see is cases being associated with articles. This is pretty straight forward and I use the CaseArticle ...
0
votes
0answers
11 views

Report that shows only those Accounts that have more than 2 Activities

I'd like to create a report that shows only those Accounts that have more than 2 Activities linked. I am wondering if there is a solution for that without doing a custom Field on the Account that ...
0
votes
0answers
25 views

Product with Orders and Opportunities joined report

I'd like to create a report showing how many actual Orders have been created compared to the number of Opportunities - but split by products. I thought I would be able to create a joined report from ...
0
votes
1answer
54 views

Cross-Filter Not Working As Expected - Opportunities & Activities

I tried to create a report based on Opportunities with an Activities cross-filter, so that the report would show Opportunities that haven't had an Activity created in the last 8 weeks. My filter looks ...