General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.
3
votes
2answers
21 views
mass delete old reports using the DataLoader
I want to mass delete old reports that haven't been run in over a year. I am not a developer and do not want to learn IDE Eclipse. Is there another way using the DataLoader?
1
vote
1answer
40 views
I get this error when deploying reports. Why?
I get this error when deploying reports. Why?
Action: NO ACTION Result: FAILED Problem: filterlanguage:
Invalid value specified: 1.
2
votes
1answer
16 views
Can i get person account fields in custom report type
In the report type considerations document available here, that Person account fields cannot be added to custom report type.
Are these fields stored in the contact table? Can i use the add fields ...
5
votes
1answer
61 views
How can i use Now as a time filter in reports?
How can i use Now as a time filter in reports?
I need to look at records whose scheduled time < Now. How can i build this?
2
votes
1answer
34 views
Can i compare two fields in report?
I need to compare if a certain date/time field is greater than/less than another date field. Can this be done in a report without calculating the same using formula/boolean fields?
2
votes
2answers
36 views
Can Activity Type standard field be added to custom report type?
Can Activity Type standard field be added to custom report type?
I am not able to see this as a field in the layout editor.
2
votes
1answer
25 views
Is it possible to get a list of all reports who are using a certain field as fitler?
I am doing some work on LeadSource field.
Is there a way to get a list of all the reports who use this field in their filter criteria?
As I am changing the values, the reports that use the field, ...
0
votes
0answers
18 views
Can a Report be Created from the Subscriber Object; Or Data Accessed Another Way?
Salesforce gives the ISV the Salesforce Edition of the Customer Org in the Subscriber object, and this data is available no where else. Any ways to access data from Subscriber other than the Object ...
2
votes
2answers
51 views
how to access report filters, programatically
I know you can access the data in a report's DATA programtically, but how do I access the filters?
Basically, I want to transform the report into a soql query
2
votes
1answer
43 views
Business Hours In A Report
Does anyone know of a way to use Business Hours for an Age variable within a report? I did some research and finally halted when I ran across:
SF Help Article About Support Hours
...of which the ...
1
vote
2answers
51 views
how is the report owner set?
In apex there's a field called ownerId on reports, that in some instances points to the folder that it's located in. How is this field set? Is it always going to be the folder that the report is ...
2
votes
1answer
38 views
Count Unique Email Addresses In Report
Along the lines of a previous question that was solved: Counting parent records in parent-child report
I am trying to produce a report which currently is Matrix, is grouped by Email Address on the ...
3
votes
0answers
31 views
Reports and Analytic for big data
I'm looking for an advise on how to handle large number of records in reports.
In my use case I might have million of records a month which I'll keep a 3 month history of.
These records are for user ...
1
vote
1answer
21 views
Add Chart to Joined report
Is it possible to add chart in Joined report? I tried to do this but the chart is not visible when running the Report.
3
votes
0answers
25 views
Report CSV export from API [duplicate]
Right now we are using Beatbox for the connection between Python and Salesforce.
We were wondering if its possible to get the csv file from the report export using the following URL using Python ...
2
votes
1answer
33 views
When adding fields via lookup to a custom report type why dont i get custom user fields as option on the Owner field?
When adding fields via lookup to a custom report type why don't i get custom user fields in the option on the Owner field? All custom fields are available for the Last Modified By and Created By ...
3
votes
1answer
28 views
Setting up a Summary Report the right way to use in Analytic Snapshots
I think that analytic snapshots have some value, but they seem to be difficult to use in a practical way for saving snapshots of summary data. Do you have any ideas of how to do this better than what ...
1
vote
1answer
19 views
How to merge lead_source in a report?
I need to create a report, where 4 of the 7 lead_sources in use, should be grouped together.
How can I perform that?
0
votes
1answer
15 views
How to create a Lead (other object) that will be hidden from ALL reports by default?
This is a question I raised long time ago on the ideas site.
I need to create an object (can be either a custom object, or a record type - this time I need it for lead).
The main requirement is that ...
2
votes
1answer
25 views
How to report on 3 or more objects that have no relation between them?
Problem
I would like to report on related Data in four different objects in Salesforce. The objects have no relations between each other. Apex code is populating some information from an object to ...
6
votes
4answers
72 views
How to get accounts where their contacts has no email address?
I need to report on all accounts, whom have not a single contact with email.
e.g., an account may have any number of contacts, if neither of the contacts has an email, I want to see that in a report.
...
0
votes
0answers
12 views
User lacks the rights to filter based on campaign name in a related report
There is a particular issue that is stumping me at the moment.
We have a custom report type that is of the type Campaigns with Opportunities. We have a report in our org that uses a filter based on ...
2
votes
1answer
18 views
Can I generate a report of all the logged calls within the leads tab for a specific date range?
I am only able to generate lead reports to view events and tasks. How do I get around this?
1
vote
2answers
26 views
Report on Accounts with Count of A Custom_Object
I am trying to create a report that will do a bucket on the summary (by count) of a field in a custom object
I have a custom object: License, with a n-1 relation to Account.
License is NOT a ...
3
votes
1answer
52 views
Fields in a report browsable but not searchable?
One of my users is trying to build a report with the report "Opportunities with Contact Roles." It's a standard report, I think.
when they search to add the field to the report it doesn't come up, ...
1
vote
1answer
37 views
How do report types correlate to database world?
In Salesforce, we are given 4 report types, and I'm trying to see how they correlate to the database world. I think these are right, but I'm not sure on the joined and matrix reports
Tabular --> ...
2
votes
0answers
54 views
Scheduling a custom report to be sent as a CSV file in an email [duplicate]
Is it possible to send a custom report out as a CSV file using APEX email templates?
If so does anyone have the steps to do so?
I am new to Salesforce and would appreciate any help.
Thank you in ...
2
votes
1answer
40 views
My team and reports
Quick question on reports. Reports on custom objects have an option to show "my team's custom_object_name"
What drives the my team? is it role? can it be something aside from role? if it's important ...
2
votes
3answers
60 views
How to report on a Multiselect field?
When selecting fields in a Multiselect - every combination is counted as a single value in a report.
There are some ideas to update that behviour, but I wonder, if anyone has a workaround, where I ...
4
votes
3answers
84 views
How to create that report?
I have a custom object: License with a Number field of: Version (9,10,11...)
The License object is a related list ( with Account as Lookup field).
I need to create a report, that shows only accounts ...
3
votes
1answer
48 views
What's wrong with my Custom Report Type
I am trying to get a report of X-without-Y type kind of report.
So I created a Formula field (Number,0) with value of '1' for every Object (Account, Contact, Oppty, etc )
I than created a Custom ...
2
votes
2answers
172 views
apex program to create and download a file
So I'm trying to find a way to download a report from salesforce programmatically, to a local machine.
so, I've found the XMLStreamWriter class, and am writing the XML just fine... I'm just wondering ...
2
votes
1answer
22 views
Gauge in a report - is it possible?
I am able to create Gauge charts within a Dashboard, but I have a need to display 2 reports in 2 different Dashboards, where the correct display/chart needs to be a Gauge.
The Gauge format is not ...
1
vote
2answers
23 views
Report showing incorrect total
I have just imported a load of records using Bulk API
Bulk API log says - X
SOQL says - X
Report says - Y
Filtering is the same across the board.
Any ideas?
Thx
0
votes
1answer
28 views
How do we set the x and y axis in a chart with other fields
I have a custom object called rating with a master detail to account and rating date and rating value which is a percent.
i have also a report which shows all the ratings for an account. When i try ...
2
votes
1answer
23 views
Formula to calculate difference between two summarized fields in a Joined Report
I have a Joined Report between two Report Types summarized by Account:
How can I include the difference A-B between summarized sums A and B on the joined report?
2
votes
1answer
44 views
Report for two parents that look up same child object
I have a question similar to Reports for two lookup objects that relate to a parent.
I have an two objects (Payable Invoice and Cash Entry) which look up the same child (Transaction).
I'd like to ...
1
vote
2answers
60 views
Equivalent of URLFOR for reports?
I'm building Pages and Links that should point to SF reports, and ideally would continue pointing to the right reports after deployment, without manually updating all of the report IDs. Is there an ...
3
votes
1answer
34 views
Can i filter records in a report with a criteria similar to limit n on SOQL?
I have a report pulling out multiple child records, grouped by parent, where i want just the first child record based on created date/time. In SOQL i would use "order by CreatedDate and limit 1". ...
1
vote
2answers
60 views
Generate a report with account and 2 custom objects
I have 2 custom objects(sales and service) which are related to accounts as a lookup and related to opportunities in a master detail.
i need to generate a report which shows under each account the ...
2
votes
1answer
55 views
How do get the count of distinct or unique parent records in reports?
I am building a report on 2 objects with a parent child (MD) relationship. How can i get the count of unique parents when i get the report filtered by some child objects field criteria. There might ...
3
votes
3answers
72 views
Sync Quickbooks to Salesforce
Has anyone, anywhere, had any success syncing Quickbooks to Salesforce?
Our company tried two solutions that were failures on various levels (InterWeave, which never worked at all... Zuora, which was ...
3
votes
2answers
30 views
How can I view recent closed opportunities for a list of companies I have in an Excel spreadsheet?
I have a .csv list of companies that I have been monitoring in Salesforce and would like to view the most recent opportunity. Is there a way to generate a report that compares a customized company ...
3
votes
1answer
63 views
Need help understanding joined reports
I was looking into joined reports and need some understanding of how the common fields are set.
For example
I have a opportunity and Lead report types in my joined report. I also have one custom ...
3
votes
2answers
46 views
Which report type to be used to get time taken to close a case
I need to get the average time taken by each case worker to close a case in reports. I am not sure which record type is needed to be used.
I tried using Case History record type, but each case ...
3
votes
1answer
42 views
End of day Data aggregation?
Is there a way to create an "end of day summary" of a user(s)? It would be something to the effect of a dump of all their conversation history, posts, likes etcetra. I'm using PHP as a serverside so ...
3
votes
1answer
77 views
Counting parent records in parent-child report
Example: Accounts with Opportunities report
How do you add a count of the Accounts listed to such a report?? I have tried to no avail to find a solution for this WITHOUT exporting to Excel (or ...
1
vote
1answer
19 views
Activities with or Without Contacts
I want to pull this report - Activities with or without contacts where i can show activities and the related contact details(if contact is mapped in the activity).
I tried using the standard "Tasks ...
0
votes
1answer
30 views
Scheduling Report Emails to clone of “Customer Portal Manager Custom” profile not working
Scheduling Report Emails to clone of Customer Portal Manager Custom profile is not working. This cloned profile has both, Run Reports and Export Reports, enabled, not that it should matter because: ...
0
votes
1answer
22 views
When logged into an org via the Subscriber's tab, why can't I see the the printable view / export to excel option on a report? [duplicate]
Possible Duplicate:
What features are disabled when you log in to someone’s account using the Grant Login feature?
As a Salesforce ISV Partner, when logged into a salesforce customer's org ...
