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

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7 views

Is there a workaround allowing joined reports to be viewed by lower hierarchy?

I have a joined report that needs to be used by people throughout our organization but it is limited in view by hierarchy. I know that joined reports cannot be set-up with a Opportunities and ...
0
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1answer
23 views

Apex trigger – that can count how many times a field being populated and last populated by record type

I had a random idea, and I want to know whether it’s practical, Aim – To generate a report that identifies the number of a times a field has been populated by record type, by object and when it ...
4
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1answer
30 views

reports embedded in visualforce not showing

I have a few reports embedded in visualforce page using iFrame. Due to this new release of Spring '14, iFrame has stopped working and now these visualforce pages show blank screens. Can anyone help me ...
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1answer
17 views

Can we create report folders through Apex

I like to create a report folder via Apex trigger/class is it possible. Thanks in advance
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0answers
8 views

Biweekly scheduled report

Is there any way to schedule a report to be executed every two weeks? The options that I saw in report configuration are: every day, week or month. Is there any trick to execute a report automatically ...
2
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1answer
26 views

Building Dashboard to look at Record type, Stage and Record Count

Quick question Aim – To create the following below in a standard dashboard Currently i have a dashboard which looks at the "Stage" and "Record Count" , I am wondering can i also have Record type ? ...
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1answer
15 views

is there a way to reorder the recordtype picklist available in report builder

I find that when I want to select from the list of record types in the report builder, for lets say Opportunitity record types, the list presented is not sorted alphabetically but instead by order of ...
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1answer
16 views

bucket a multi select picklist within a report?

Quick question Can you bucket a multi select picklist within a report ? If so how can you do it ?
4
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4answers
78 views

Scheduled reports to be sent to an specific email address?

we need to schedule some reports to be sent every month to an specific email address. It could be possible to send it to a not licensed user email address? Thanks
2
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0answers
18 views

Visualforce embedded report - isdtp parameter options

It's possible to embed a report in a Visualforce page with an iframe: <apex:iframe src="/00OR0000000kA48?isdtp=nv" scrolling="true" height="1588px" width="100%"/> I've found a few different ...
4
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2answers
58 views

Junction Object to create many to many relationship between Tasks and Accounts?

I need to create a many to many relationship between Tasks and Accounts. The goal here is to relate many Accounts to a single Task - and also be able to report on this cleanly - ex: "User(assignedTo) ...
3
votes
1answer
41 views

Creating a salesforce report to identify sales reps that dont have any revenue in last 90 days

I am trying to create a report which would let me identify the sales reps who have not had any revenue in last 90 days. I am applying date filter of "Last 90 Days", and then a filter for revenue = 0, ...
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0answers
17 views

Activity with Accounts & Opportunities report

Is "Activity with Accounts & Opportunities" report type possible? Basically,I want to extract all those won opportunities whose corresponding Account had an activity assigned to me.
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0answers
26 views

Using the date/time Opened + Closed fields in cases, can I create a report or formula to show the 'time open?'

Morning all, I am having a few issues trying to create a report/formula field using the 'Open date' of a case and the 'Close date' of a case. These are both Date fields. I simply want to show how ...
2
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1answer
29 views

Find if field is used in a report

One of the SFDC Admins asked if there is a way I can find out if certain fields are used in any reports/code. I have the code portion covered but I can't figure out how to find if the fields are used ...
1
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0answers
15 views

Report on child records and field in parent only once per child

Say you have a structure like Account 1, Annual revenue = 100,000 Contact 1 Contact 2 Account 2, Annual revenue = 200,000 Contact 3 Does anybody know if a report can be developed to show ...
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0answers
36 views

Help need for the reporting

My requirement is to create a dashboard bar graph X-axis as createddate(MONTHLY) and the y-AXIS (RECORD COUNT) In the first image i had Groupby N EP/DPI: and write formula as ROWCOUNT/ROWCOUNT ...
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0answers
34 views

How to create a actual versus target performance graph

I want to be able to measure the month on month number of users actual registrations to date vs. budget. How can I build a report and show a graph with the actual vs. the budget month on month for the ...
0
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0answers
9 views

How can i create report that will show available status that can be use for certain campaign

Basically you will see the available status that can be use into a campaign in when clicking advance setup button and now i want to generate a report having list of campaigns with available status.
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2answers
66 views

Question about Matrix report - How to group by two dates(date range)

Hi I am not well versed with SF reports and wanted some help with a matrix report that I am trying to put together. Lets say I have a custom object to store records that have a start date and end ...
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1answer
22 views

Joined Report in Salesforce

I am new to reports in Salesforce esp joined reports. I have a user report with some filter and it has 100 in it. Now, I have to make report on Opp where Opp Owner is among in those 100 user in User ...
1
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1answer
23 views

Visual in Report

I have a one currency field in an object .i have kept 5 decimal places to that currency field. while showing the same field in the report .it is showing only 2 decimal places . how can i do the ...
6
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3answers
90 views

Custom Object is not visible in report making option

I have a custom object "BD lead" . When I try to make a report for this object, I am not able to find this object in report builder.
2
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1answer
85 views

Report frame in VF page is empty

I have a report taking an object ID parameter to filter with. I'm trying to display that report in an iFrame in a VF page but the frame is blank. In the browser the following URL works: ...
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0answers
28 views

In a report how do I add a filter of type String having comma seprated values e.g. 'Cats,Dogs'?

Salesforce considers 'Cats,Dogs' as 'Cats' or 'Dogs'. This link suggest putting the string value inside double-quotes, which I've already tried without any success.
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0answers
19 views

Adding break down of grand total in report

I'm creating Salesforce.com report, I need a breakdown of the grand total based on different grouping. Is there a supported way to achieve this? Below is my situation: ...
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1answer
41 views

Best way to link objects for report

I am struggling to build a report that links and Opportunity to a Contact to a custom object. Here are the basics: Opportunities are actually jobs and the account id is the business. Each opp has a ...
2
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1answer
18 views

Report, ordering by summarized field

I'm new at SF, from an SQL background. I want a report of sales by zipcode, for our top n zipcodes by sales. On each opportunity, we have an amount field, and a shipped-to-zip field. In a summary ...
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1answer
44 views

How can I Schedule the sales report on yearly…?

I generate a yearly sales report that I want to schedule it to my manager yearly. But in salesforce schedule runs I found daily,weekly, monthly options. Is there any option to schedule the report to ...
0
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0answers
27 views

Delete Reports : One or more dashboards depend on this report

First I have deleted dashboards using Force.com migration tool. I made sure there are no records in Recycle Bin. Later when I am trying to delete reports it's complaining One or more dashboards ...
0
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1answer
34 views

Matrix Report showing a row with Blank value

I have matrix report where in I have only two rows, One with filter value 'Yes' and other is '-', I am trying to filter the report only with 'Yes' value, but this is not working. Also when I select ...
1
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1answer
32 views

Reporting on multiple lookup fields in a custom object

Sales personnel take a physician (contact) around to community practices (accounts) in order to assist them in getting referrals. My task is to help them enter this information efficiently and then be ...
2
votes
1answer
62 views

Force.com ide for Eclipse not refreshing reports/email templates from server correctly

My reports aren't refreshing from the server correctly via eclipse. Within eclipse, no matter what I do, I can't get the "subscribed to new reports" to show when I click the box. I've tried the ...
0
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0answers
45 views

Average column in matrix report

I'm trying to create report no 7 in the link below (Opportunity Conversion Ratio report) http://www.dmzinteractive.com/blog/10-must-have-sales-management-reports-your-salesforcecom-dashboard I'm ...
0
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1answer
54 views

Show Matrix Report in Dashboard

I created a new matrix report with 2 groupings and summary fields, and now I'm trying to put it in my dashboard with exactly the same layout and format. I played around with Table component settings ...
1
vote
1answer
35 views

How can retrieve the date value of the opportunity history record in reporting?

Is there a way to return the date (and time) of the opportunity history record, i.e., when it was saved/created? I am currently unable to build a report of opportunities that have moved to a certain ...
0
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1answer
44 views

Moving reports to 'My Personal Folder'

I am trying to move the report from one folder to 'My personal Folder'. Unfortunately its not allowing me to do so. I have edit/delete permission on the folder from which I am moving the report. And ...
2
votes
1answer
33 views

Reporting Query to use in Klipfolio for 3 levels deep case hierarcy

- I have a 3 levels deep case hierarchy: Case level 1 (1.createdate, 1.closedate, 1.type, 1.subtype) | +---> Case level 2 (2.createdate, 2.closedate, 2.type, 2.subtype) | +---> Case ...
0
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0answers
11 views

Allow others to see reports on HTML Email Status reports

I have created/sent a mass email, and I would like the marketing users to follow up on the report. Apparently,only the sender can view the report. How can I share the report? it's data? What ...
0
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0answers
19 views

Display 'Yes' in place of tick symbol and 'No' if not active in Product report

i need to display 'Yes' in place of tick symbol and 'No' for inactive product in my product report. In the screen shot below it displays "tick" symbol (i.e., default behavior of boolean fields) in ...
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0answers
26 views

Opportunity reporting in salesforce along with role hierarchy

Role Hierarchy: CEO->VP->Sales Directors->Regional manager. If opportunities are always owned by regional managers, can we aggregate at the sales director level in standard reporting without using ...
1
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0answers
28 views

namespace problem migrating Reports & Dashboard

I have a problem moving Reports & Dashboard from my Dev Org to Production Org which has "Different Namespace". If deployed with eclipse it reports Error of namespace. Source Org:- DEV Org ...
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0answers
14 views

Is there a way to filter a report by queues the logged in user is a member of?

What I'd like to do is do a dashboard report for users in the service areas that is filtered automatically by the queue(s) they are a member of. Instead of creating a report with a filter for each ...
0
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1answer
25 views

Repor Types excluding records

I wonder about something: when admin create report types (including parent and child object ) with Each "A" record must have at least one related "B" record option and then create report. The ...
2
votes
1answer
22 views

How to distinguish activity on an account?

We have 2 workflows that collide: Sales team are looking for neglected accounts, based on "Last Activity" < last 6 months. Marketing team are sending mass emails through campaigns etc, to the ...
1
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0answers
45 views

Can I summarize multiple records with duplicate column data on one row on my report?

We are using Salesforce in our non-profit social services agency to track the hours that our staff spend with clients. Each interaction they have with the clients staff enter a record in our "Case ...
0
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1answer
27 views

Is there a way to report on who Last Published a Knowledge Article?

There are a number of fields available for version history tracking on Knowledge Articles, but I am not seeing where we can include who last published an article. When you look at the Version History ...
1
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1answer
49 views

Filtered reports

We have a requirement to send a Oppty report filtered by Account region. I am just trying to write down the synopsis of my requirement: We have a custom region picklist field on the Account object; ...
6
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0answers
65 views

issue with joined report grouped by owner

Data Model the standard Opportunity object custom object called Objective Both have an owner field. Problem Wanted to make a joined report as follows: Opportunities with Products as primary ...
0
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1answer
49 views

Report - Count number of non-empty records in a row

I'm dealing with quite simple thing. I need to count number of non-empty records in a row. As a result of a formula I want to have a percentage of email addresses in my Contacts. I'm using Salesforce ...