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

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1answer
12 views

Hiding fields in joined report

I have a joined report where I want to hide some of the fields because they are only used for a total. These totals are only for the Master object however they are showing up on the details as well ...
0
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2answers
18 views

error with formula: IF(“Close Date” = “26/05/2016”, “01/06/2016”, “0”)

i am trying to create a formula in the report so that if the close date is e.g 26/05/2016, return value would be 01/06/2016 formula ; IF("Close Date" = "26/05/2016", "01/06/2016", "0") But i keep ...
0
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1answer
11 views

Why stage duration and amount report comes with multiple zeros when export it

I am facing a very unusual problem. When I creates any report and add any number or currency field like stage duration, Age, Amount and export it in excel so all numbers fields come with additional ...
0
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0answers
9 views

Report: Improvement on case response time

I have a report that shows our case response time. Since we are trying hard to improve our case response time, I would love to show how that time improves over time. Any idea how I can achieve a ...
0
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1answer
16 views

Need Start time & End time of Approval Process in Opportunity Object

Can anybody please tell me how to show start Time and End Time of Approval Process in standard Opportunity Object ? i need that thing to track flow of Opportunity in Report. Thanks
2
votes
1answer
25 views

Report: Account field history

1) I have created a report on the Account Field History. I have filtered on the field Status. Now I want to count the number of accounts that have gone from New to Archived. I am not sure how I can ...
0
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2answers
17 views

Report: Create report on accounts that are created via lead process

I would like to create a report which shows me how many of my accounts were created via the lead conversion process. I know that there is a field on the lead "Converted Account", however, if the ...
0
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1answer
13 views

Report that shows Tasks created by a group of users changes when tasks change owner

I have a simple report that shows tasks created by a small group of internal users. For some reason when an owner of a task is changed that shows up in this report is changed it disappears from the ...
0
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0answers
7 views

grouping by date in joined report

i created a joined report who needs to show the daily records(leads,opportunities,accounts) that created by owner. i started in joined reports that include leads,opportunities,accounts i grouped them ...
-1
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0answers
23 views

Is there a way to customize the the colour scheme of reports on Sales Force?

I am summarizing a lot of data on a report for my company. There are over 300 records split into 6 regions, split again into over 60 technicians and although it doesn't look incredibly awful, it would ...
3
votes
2answers
66 views

Is there an effective way to export Test Coverage result

Although this idea has been talked in Salesforce success community for a long time, currently there is still no Salesforce supported way to export Test coverage report. So is there any third party ...
0
votes
1answer
39 views

Creating a custom report grouping by attribute in Exactarget

I am trying to create a custom report based on the attribute for an Email.I tried creating a Email Send Performance by attribute report but it run based on JOB ID.Is it possible to create a Report for ...
1
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0answers
15 views

Easy way to report on journeys?

Is there an easy way of being able to pull regular reports on email journeys? We've had several email-only journeys live for a few months, but there doesn't seem to be an easy way of generating a ...
0
votes
1answer
25 views

How to set column in report using with setDetailColumns(detailColumns) in apex class

I want to insert a detail column in report in salesforce. I have get the data from report but unable to set the column in salesforce. Anyone have solution for that scenario? The code and error: ...
1
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0answers
30 views

Activities with Opportunities Report is not filtering

Hi friends i got a requirement like want to create a report how many activities are assigned to a single rep for opportunities. I had tried to create a report using Activities with Opportunities ...
1
vote
1answer
23 views

How to find the original lead after it has been converted into an opportunity?

I've asked a similar question recently and got the answer I was looking for but still have a bit of a predicament. In the call centre, agents take calls from technicians who sell new business to ...
0
votes
1answer
11 views

Report on task assigned to me

Is it possible to run a report with the parameters that a Task was created by X and assigned to Y? I created and tested on Activities. I can view records that I created using "My Activities" filter
2
votes
2answers
34 views

Sales Team Dashboard

I need to change the dashboard called “Sales Team Dashboard”. The first top left dashboard needs to show as a percentage of goal. The graph should look similar to the below. One thing to note is ...
0
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0answers
14 views

Page Views Report without Force.com Sites Usage Reporting?

I would like to generate a page views report. However, I would like to do so without installing the following: Force.com Sites Usage Reporting The reports in this package is very useful. However, I ...
1
vote
1answer
20 views

Stage conversion report for each and every Sales person

I want to create a report on Stage conversion percentage of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 ...
0
votes
1answer
13 views

How can I create report on Stage velocity as per Sales user

I want to create a report on Stage velocity of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 forward to third ...
2
votes
1answer
36 views

how to show top 10 records in a report

Is there a way to show top n records in a report output, based on a column value that is sorted in a desc order. Please suggest. Here I'm using Joined report.
1
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0answers
22 views

How to remove row with record count 0 from one particular report block in a joined report

I have a joined report on Account and its 2 related objects. Report Block 1 with Account + OBJ1 Report Block 2 with Account + OBJ2 Joining is on Account Id. Both of these blocks have their own ...
0
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1answer
13 views

Formatting Summary report

I have created summary report but i like to add some text along with the sub total how can i do that? for an example I have added here Account CC Sub Total Serial Number Amount Credit ...
1
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2answers
29 views

How to add Header on the report

I'm trying to create report that looks something like this: But my question is what how would i go ahead and create this type of report? From Employee Name..to..End Date can go in header of the ...
1
vote
1answer
28 views

How can I change a TEXT column name in a report

I'm creating reports based of custom objects and column name is bit too long to show on the report since i have dozens of column to show, Is it possible to change the report column names/headers ...
2
votes
1answer
23 views

Cleaning up old reports!

I would like to clean up old reports on an annual basis. Is there a way to move old reports to a separate folder where after 30 days I would go and do a mass delete?
1
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2answers
22 views

API Usage Last 7 Days report - Minimum Permission Needed to Run?

I am trying to create a reporting user. One of the reports the user will run is the API Usage Last 7 Days report. I want to minimize the access to as much as possible but it seems the user's profile ...
4
votes
2answers
46 views

How can I get a report to return more than 2,000 rows using the “ReportResults” class in the “Reports” namespace?

Using cues from the sample here: Sample in Salesforce Documentation and the tutorial here: Blog by Modelit with great sample I wrote some code to go through a report in which the first column is ...
0
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0answers
29 views

How do I show a list of Open and Completed activities in a VisualForce page?

I have beat my head against this all day, trying every thing I can think of. I am VERY new to SalesForce but no stranger to development. My Sales Director has asked me to give him a 'report' page that ...
0
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2answers
37 views

Is it possible to retrieve data from an object which has lookup relationship with other object and display in report

I have 3 objects opp1,mile2,cust3. mile2 and cust3 are related list in opp1 mile2 has opp1 as lookup field cust3 has opp1 as master detail I have to create a report which have some fields in mile2 ...
2
votes
0answers
14 views

Apex Page with analytics:reportChart as part of Managed Package

I want to deploy a Apex Page that references a Report with analytics:reportChart in a Managed Package. The Report is also included in the Managed Package. This issues arrises when the Apex Page ...
1
vote
1answer
27 views

When a lead is converted into an opportunity, does the lead get removed from the system?

Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert ...
0
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1answer
29 views

how to create a report with different objects with different fields

Can some one help with reports, I want to create a report with 2 different objects(Customer,Milestones) which is from same opportunity, some fields from milestones and some fields from customer. I ...
0
votes
2answers
35 views

How to create a report to count no of contacts on a account

Is there any way to create report to get the no of contacts on a account. We can't create roll-up summary fields on account for account.Even if try to create any trigger i got the count from now on ...
1
vote
2answers
83 views

Easy way to update 200 reports to add a new filter?

My client is expanding their business into U.K. and wants me to work on the below requirements. Update all the existing 200 reports to exclude the newly added custom country field value U.K. Clone ...
0
votes
1answer
22 views

How to combine two reports

I have two reports "Lead history" and "Lead Activity history" which I want to join using joined reports. If I try to join theses reports,I am unable to find common fields between them as a result I ...
0
votes
0answers
25 views

Multi drill down dashboards

I need to create some dashboards in SFDC which can be drilled down to multiple layers. For ex, If i am seeing quotes generated in Asia region, then after clicking on it, it should take to another ...
1
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0answers
16 views

How to check used Module or Object name for the Salesforce report?

I have a report which is about Quotes in Salesforce created by one of the user, now I am trying to pull that report data using one of ETL tool talend using SOAP API's. But the issue is report are not ...
1
vote
2answers
18 views

Filter critieria for Data field? [closed]

I am making a report which should show me the optys whose last activities is not in the last 30 days and also show me the optys whose stage has been modified to Not interesed in the last 14 days ...
0
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0answers
15 views

Allow reports checked still Custom object not visible

I have Allow Reports checked at object level. Still while creating report the object is not visible. Can someone please let me know why?
0
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0answers
17 views

how to create a report wihich inludes combinations of two related list under opportunity object

I want to create a report with two related list's under my opportunity object, like i have milestone and customer success feedback related list, so i want to create a report which contains fields of ...
1
vote
1answer
19 views

How to create Report that includes all Leads with No Open Activity?

Is there a way to create a report that will show me all Leads that have no open activity? I might be missing something simple, but this seems like an easy report to create but I can't figure it out. ...
0
votes
0answers
20 views

Is it possible to calculate conversion rate in group edition?

We calculate conversion rate from the amount of opportunities close vs won, but we also calculate opportunities older than 3 months as lost. Is it possible to generate this as a report in Salesforce ...
1
vote
2answers
24 views

How to create a report which include the formulas for every column without any grouping?

I need to create a report which have to calculate the values based on two fields and need to populate in 3rd field. Example: Column1 is having the Quantity Column2 is having the ...
1
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0answers
21 views

Report Type question

Along with some standard report types, I noticed that when creating custom objects and relationship fields, Salesforce will automatically create some report types with the word AND e.g Opportunities ...
0
votes
1answer
18 views

Missing Standard Report

I inherited an org and the previous admin did a lot of customization to reports with regards to contacts and leads. At this point I can't find the standard report for Campaign Contacts. I've done ...
3
votes
1answer
21 views

Pass Report Criteria (picklist value) with links in VisualForce

I am passing report criteria in a VisualForce page with an outputLink. It works fine where i pass a blank / true / false but when i pass a picklist value, the value does show up in the report filter ...
0
votes
0answers
20 views

Deploying package with a Detail page's Report Chart fails

I am unable to view the Report in Account Object. In Sandbox I have created the Report and added it to Chart. I have included that report in Account detail Page. Once I save it and opened Account ...
0
votes
1answer
17 views

SF- Separating Opportunity Stages

Issues Both Pipeline and closed Won opportunities are displayed in Field..STAGE. 1) Need to reduce Quota by rep in a report by close-won oppty amounts 2) Then compare pipeline/(Open opptys) to ...