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

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2
votes
0answers
14 views

Dashboard Filtered by “Ask User”

I want to filter a dashboard by customer account number so that I can see all of the reports by just that customer. I have thousands of customers so setting up a dashboard filter with just 10 isn't ...
1
vote
2answers
17 views

Report Folder access - Strange anomaly

In the process of cleaning up our reports and ran across this strange anomaly: There are two users in a Profile that appear to have Sys Admin "like" visibility into Report Folders as they see all of ...
1
vote
2answers
14 views

Product Name, ID, Code are not appearing under custom report

I have a custom report type called Opportunities with Transactions. Opportunities has a custom field called ProductIndex which is a lookup field to Product. For some reason on this report, Product ...
0
votes
0answers
12 views

Usage Metrics for production env

Are there any API or Objects similar Usage Metrics to collect infomation which VF pages users visit, which pages are resulted in errors, browser info, user profile, etc.?
6
votes
1answer
56 views

Reporting: Grouping by Date (Calendar Month) without omission of empty months

I'm generating a series of RevenueItem__c objects, which are master-detail related to Opportunity. The series is sparse: there are month with and without RevenueItem__c objects. Even gaps of many ...
0
votes
1answer
19 views

Create a Custom Button on Report

I have following requirement I want to create a Report with Contacts. Now i want to export these contacts to a Campaign using a Custom Button. Here I don't know how to create a Custom button in ...
0
votes
1answer
21 views

how to include Realted To field in Activity report?

Hi i would like to create a 'Activity with Account' report and i cant seem to find the column 'Name' & 'Related To'. How can i report on these 2 fields? Thanks.
3
votes
1answer
19 views

Reporting on Chatter

I need to be able to report on files posted to Chatter. It doesn't look like you can through Chatter activity reports. Is there a best way to go about this? Thank you in advance!
1
vote
0answers
11 views

Report on Activities on Converted Leads

We need a report to show all Activities on a Lead before it was converted. Is it possible to do it? As per the Salesforce help, Activities on Leads are moved to Account, Contacts and Opportunities ...
0
votes
1answer
12 views

Target Dashboard using Gauge

I have to prepare Target dashboard using Gauge components. The Targets have to be set on the basis of division. So there would be a filter called division on the dashboard. But gauge breakpoints have ...
0
votes
1answer
27 views

Conga and Matrix Report

I generating report from Salesforce to be used in Conga Compose.The report that I created in Salesforce is in Matrix Format but as we know it got limitation where it wont show the column that does ...
2
votes
1answer
36 views

How to use Reporting Snapshots and get the output report link?

Created snapshot for the opportunity and done field mapping and scheduled the time also. While getting automatic mail from salesforce regarding record inserted, "how can i provide a link to the ...
1
vote
1answer
18 views

Chart to show Ascending formula values

I am not able to make the report show values ascending from Week 1 to Week 52.This is formula that i use from the backend and also an adding to my previous question. Adding Text before Formula that ...
2
votes
1answer
22 views

Reporting on Case owner and Case Team Member

We use Case teams and want to be able to report if the support engineer is either the owner or on the case team. This way we know the support engineers total workload. I created a report type ...
0
votes
2answers
39 views

How to display four column tabular table as a dashboard?

I'd like to get four columns to display in dashboard with fields from same object. I know how to achieve this (Four columns) using Matrix and Summary Report Format. The problem is my client wants to ...
0
votes
0answers
13 views

How to set the bar-series(VF Page) start value.?

I want to start the initial value/range from 0.Right its automatic depending on the value.Is it possible to always start from 0.??? Right now its starting from 400..This is VF page... Please help
4
votes
2answers
48 views

Object formula fields showing different results - Record detail page Vs Report

I have a formula field with type checkbox on custom object.This field gets calculated based on two Date fields. Formula logic : IsCallNeeded = NOT( OR( Date_1__c > (TODAY() - 15), ...
2
votes
2answers
38 views

Cumulative Reports in salesforce

Can you please help with any references to create a report as Below. Here, Cash Inflows/benefits, Cashoutflows/Costs are Rollup & Formula fields. Kindly suggest , Shud i go for VF/ Can we ...
0
votes
1answer
12 views

Reports combination of 3 objects

Here for Account i have 2 master-detailed relation objects X and Y, can i create a report by the combination of 3 objects. Relationships: Account - master-detailed relation - X Account - ...
0
votes
1answer
46 views

Generate a conga report with account and 3 custom objects

I have 2 parent objects - Account and SP. Account has one child object - Actls and SP has another child object - Trgt. I want to fetch data from 2 child objects - Acts and Trgt in same table set. I ...
0
votes
0answers
8 views

How to create community groupings for reporting

so I'm trying to create a custom object (if that is even the direction to go) to reflect a "Community" concept we have. This is for internal sales and reporting use right now. Basically, a ...
0
votes
0answers
11 views

salesforce report on single row

I have a custom object in salesforce named "CompanyStats" which has few numeric fields. It has only one row. Because fields are like "Facebook Likes" "Twitter Follows" In my dashboard i want to create ...
0
votes
1answer
20 views

Can columns with headers be added to reports that are not fields?

Is it possible to add Placeholder columns into a Sales force report? These additional columns are not related to fields in SFDC and will not populate with any data in SFDC but will be on the excel ...
2
votes
1answer
18 views

Salesforce Report (Query) Odd Behavior

Does anyone have links to info or knowledge of the following behavior and if there is something I can do Administratively to rectify it? A report, filtered on Time Frame of Created Date (custom ...
0
votes
1answer
26 views

Filter records on report where group sum is greater than 1

I'm writing a report that groups accounts by account name, and summing up a formula field that simply returns 1 for each account. Yes, I'm trying to find duplicate accounts. I have a report that ...
2
votes
2answers
125 views

Customize Report filters: 'Invalid date'

In both sandbox and production, no report can be customized or created as all date filters or date entries read as invalid date. Locale is US English Fails - new or customize any report Also - If ...
0
votes
1answer
36 views

Does anyone have experience pulling summarized data from Salesforce into compiled Word or PDF reports?

I'm looking for advice about the best way to automate the process of scheduling and exporting summarized data from reports into compiled PDF documents. We use Salesforce to track information related ...
0
votes
0answers
17 views

Why can't I see report in Unfiled folder?

I am the system admin and am trying to add a report to a dashboard. The report is in the unfiled folder but is not visible from the edit dashboard page. What am I missing? Thanks!
0
votes
1answer
50 views

Conga Nested tables and queries

I would like to use Conga to generate proposals from a quote. I've read that Conga supports nested tables. On Quote I have an Quote Line Item grouping object. This object has a self reference and ...
4
votes
1answer
75 views

How to find Find Scheduled Report Recipients from the code

We have many schedule Reports and Dashboeds. We need to find the Recipients for all reports from code. Doing it manually will take too much time. I have search for all objects in workbench and did ...
1
vote
1answer
16 views

Can I create a report with only summarized data?

My client currently has a report that they only want to see summaries of. Currently we see: But they only want to see the total number of records summarized and the Summarized Dollar amount. I ...
0
votes
0answers
28 views

Reports and Dashboards + Managed Package (Best Practices)

I have a Managed Package and was looking to add some Reports and a Dashboard or two. Are there any guidelines or best practices in terms of doing this? In particular, what are the pitfalls to avoid ...
2
votes
1answer
26 views

How override view on custom tab?

I want to make report section for view in custom tab. I d'nt understand how override view. There is visual page for this but i can't use View filter for my tab. For example, there are 2 views: ...
0
votes
1answer
74 views

ExactTarget - get a report of all emails sent to individual subscriber?

is there a way to get all of the emails that were sent to individual subscriber (all or for the period of time) with dates of email being sent, and the name of email?
1
vote
0answers
8 views

Include site name in KnowledgeArticleViewStat Report?

We have multiple sites that host FAQ/PKB pages that show Articles. Some of these Articles are displayed on one or more of the sites. It's possible to report on view stats using the ...
0
votes
1answer
31 views

Grouped Bar chart

I am trying to create the barchart where i have three date (1st Followup, 2nd Followup and 3rd Followup) fields in Opportunity object and those three date values should show in a grouped bar chart I ...
1
vote
2answers
83 views

Build data table in visualforce page from two objects and related data

Ok so im at a lost and hopefully someone can help me. So SF reporting is very limited and I need to pull a report that I can show to the user and allow for them to export to excel if needed. So here ...
3
votes
1answer
68 views

Using SOQL, how can I tell which dashboards have not been used in the past year?

The title says it all, really - I am looking at hundreds of dashboards (literally) and I want to find the ones that aren't being used and kill them. Any thoughts? Thanks!
0
votes
0answers
35 views

Obsolete Report error on the packaged environment

I am trying to find a problem about this "Obsolete Report" error. This only starts show up when I create a report with join formated with namespace. I can create a joined format report in the ...
1
vote
1answer
111 views

Portal users cannot run User object reports - insufficient privileges

I have a Customer Community Plus site with portal users using Customer Portal licenses. I want the portal users to run User object reports so they can see last login, etc. Portal users are still ...
0
votes
1answer
28 views

URL is not clickable on standard New record page

I've created a custom object and using standard page layout to add data to this object (no customized VF page). In this object there is a read-only URL field that assumes some default value, pointing ...
1
vote
1answer
40 views

can i mass update/insert report criteria

we have built around 100+ reports and now I would like add a filter criteria to all these 100+ reports, is there a quick way to add the filter instead of going 1 by 1? Thanks.
1
vote
1answer
57 views

Using SOQL, how can you tell what folder a report is in?

The title says it all - how can you tell what folder a report is in using SOQL?
0
votes
0answers
19 views

Chart in report cannot plot additional values

I'm trying to make a table in a dashboard. This require me to have a matrix report that has a chart in which I have plotted additional values. I have summarized both of the fields I would like to ...
2
votes
1answer
200 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
45 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
27 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
31 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
33 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
1answer
51 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 ...