Questions tagged [reporting]
General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.
1,654
questions
0
votes
0
answers
13
views
Making Record Count Cumulative Across Monthly Grouping In Report
I have a report for custom object, Tasks.
There's a column for the task name and then I've grouped the forecasted date for each task by row and by month.
Example:
Task Name
Forecast Date
January 2024
...
0
votes
0
answers
18
views
can I create SOQL or SOSL command to get content of a report?
I know nothing about SF. I want to get content - preferably as .csv - or a report that someone created for me. I do not have SF account. I have access to an integration account that I managed to ...
-2
votes
1
answer
22
views
How to make a dashboard which compares data of 2 different reports like comparing monthly data of FY 2023 with monthly data of FY 2024
I want to compare 2 yr data on monthly basis in a dashboard
I am not able to generate a comparison dashboard
I have 2 different reports
-1
votes
0
answers
39
views
Salesforce reports filter logic error
While adding the following filter logic:
(1 OR 2) AND 3 AND NOT 4
This salesforce report filter logic giving an error stating "4 is not a valid filter".
Please help me out!!!!
Thanks in ...
1
vote
0
answers
27
views
Assistance Needed with Left Joined Custom Report
Assistance Needed with Left Joined Custom Report
I have a custom report that combines two objects, Intakes (Leads) and Matters (Intakes converted to Matters), using a left join. I opted for a left ...
0
votes
1
answer
65
views
I want to show standard report on LWC component. Is there any way to achieve this using report id?
I would like to show Salesforce Standard Reports on LWC Component. Is there any way I can achieve it by passing Report ID or any other workaround?
0
votes
1
answer
42
views
Is it possible to send an email to a client which includes a report
Is it possible to use Apex class (or preferably flow only) to send email to a client such that the email body includes some text first (like greetings) then a report data in a table or even list view (...
-1
votes
0
answers
42
views
How can I use data from a synchronized data extension in Marketing Cloud Intelligence dashboard
I have an issue whereby I am trying to see how many customers opportunity stage changed to Closed won (placed an order), within 3 days of opening certain emails.
We don't have Marketing Cloud ...
0
votes
1
answer
50
views
App in Salesforce for Report Distribution Using filters
I was wondering if you could help me. I was looking for an existing app that allows report distribution in Salesforce.
The idea will be to be able to subscribe to any account to certain reports. The ...
0
votes
0
answers
28
views
How to export Next Best Action Recommendations?
We have created lots of Recommendations in our sandbox, for use in Next Best Action. Now that we are satisfied with how this works, we want to export them to our production org. How can we do that?
It ...
0
votes
0
answers
26
views
Reports on opportunities historical value
I am working for a customer that has very specific requirements regarding reports and dashboard and would love to know how you would tackle the following :
The customer requires a column graph (...
-1
votes
0
answers
16
views
Hitrate chart with two y-axis
I have created a simple report where you can see sales opportunities € and the won opportunities (orders) in €
The y-axis shows the €
The x-axis shows the months
I also have the hitrate (orders [€]/...
0
votes
0
answers
19
views
How to run a report to identify out of hours cases
I am trying to run a report detailing the cases which are received out of hours and have a chart associated.
I found the below on a site
IF(
LEN( CREATED_DATE ) = 1,
'0' + CREATED_DATE + ':...
0
votes
0
answers
30
views
Pass Param to report from LWC in Community
I want to redirect community users to a standard report and pass a parameter when a URL is clicked. This URL is on a LWC and based on the record where the hyperlink is clicked, that record's name is ...
0
votes
0
answers
18
views
Super Message in Marketing Cloud [duplicate]
In our contract a specific number of super messages is included. We want to monitor the number of super messages that have been used each weekly. Is there any way to do it?
Many Thanks.
0
votes
1
answer
36
views
Tracking Email and SMS metrics with a custom field
My company sends order confirmation emails that each include an order number along with other transactional comms that also use this same order number. I need to be able to export the sent/bounced ...
0
votes
0
answers
26
views
Dynamic forms link to report
The upgrade to dynamic layouts is great, but I can't figure out how to generate a parameterized value now. I used to be able to use:
https://mydomain.lightning.force.com/lightning/r/Report/[ReportID]/...
0
votes
1
answer
31
views
Heroku External Objects: can it be used in standard reports in Salesforce?
Is it possible, from a Salesforce Org, to create a Report/Dashboard on a Heroku External object?
Thank you.
-1
votes
1
answer
32
views
Salesforce Report on Profiles, Record Types and Page Layouts
I am an admin and have a request for a report that shows, Profiles, record types and Page Layout assignments. This does not appear to be a report I can pull directly from Salesforce. Any ideas?
Thanks
...
0
votes
1
answer
39
views
Multi inline edit?
I swear I saw this once - but wasn't there a feature where you could inline edit multiple cells in a list view and/or report all with one click? So - e.g. updating the opportunity stage to Closed Won ...
0
votes
0
answers
23
views
Translate label of report's row-level formula field
How to translate the label of a Row-Level Formula Column in a report?
Nothing about this in Translation Workbench.
Thank You
0
votes
0
answers
28
views
BounceReason field update in the Salesforce on IER object
I want to update the BounceReason field from Marketing Cloud to Salesforce Sales Cloud on Individual Email Result object. Is it possible in anyway to update the Bounce_Reason_C field on the Individual ...
0
votes
1
answer
47
views
Syntax Error - Summary Level Formula
Baby SF user here, I cannot get past this Syntax error saying I am missing a ')' in this formula:
(
(
SUM(
CASE
WHEN BucketField_77200030 = 'Promoter' THEN 1,
...
0
votes
1
answer
46
views
Trying to show a percentage in a cross-object report
I've created a report that shows all Accounts with or without Contacts. I need to show the percentage of accounts with contacts (while still showing a record count), but none of the formulas I have ...
1
vote
0
answers
45
views
Picklist values aren't matching in row level formula
In a lead report, I have a row level formula called 'Industry Grouping'. The formula for this field is:
IF(TEXT(INDUSTRY) == "Candy and other Confection", "Candy", "Other"...
0
votes
0
answers
25
views
Error in graph when trying to calculate lead % change month-to-month
I am trying to calculate the month-to-month lead % change for my company. I have the created month as a grouped column and I used the following formula to calculate the % change:
(RowCount - ...
0
votes
0
answers
69
views
Product Report Type No Results in Community Site
I am trying to get a Product report type to show in a community site. The profile this user is under has access to the object and the fields on the report. They also have access to the folder and the ...
1
vote
0
answers
41
views
3-month moving average with missing periods
I am trying to track the 3 month moving average sales cycle length, using this guide as a starting point. The formula I'm using is:
(AGE:SUM+PREVGROUPVAL(AGE:SUM,CLOSE_DATE)+PREVGROUPVAL(AGE:SUM, ...
0
votes
2
answers
42
views
Salesforce Report - Group values by first character
Hi within standard Salesforce reporting, is there a way to group field values by the first character? I'm not finding a way so wonder if it's a limitation. Thanks!
e.g.below
Value Count
A1 1
A2 ...
0
votes
0
answers
55
views
Can't See Asset in Case Standard Report
I built a report for one of my stakeholders using a standard case report type so he could use the Age field to count case times. He needs to see the Asset field on case on the report. However, it ...
0
votes
1
answer
52
views
Send Cap Issue with Distributed Marketing
Hoping someone could help here - we have Distributed Marketing and we have a send cap limit set for those sending emails through Core. That limit is at 1000 per month. We've noticed that some people ...
0
votes
1
answer
39
views
How to export / import the query for a report?
I'm looking for a way to export a report query from one org and import into other orgs without re-typing it. Is that possible?
I did find this old answer which would partially help but I'm wondering ...
0
votes
1
answer
29
views
How to use "Created by Me" on Custom Object in a Custom Report?
I've searched here, Trailblazer, and Google and I can't get clarity on the solution.
We have a custom object (ObjectA) and a custom report, and on custom reports there is no default filter for "...
0
votes
1
answer
26
views
Custom report from quote
I created a custom report type with Quote, quote line item and I have custom object called Cost.
On my Cost object I have Quote Quote__c Master-Detail(Quote) field, and Quote Line Item ...
-1
votes
1
answer
103
views
How do I create a report that tracks changes to a field over a period of time?
I am using Sitetracker, and I would like to create a report that runs once per week and captures Jobs that have had a change made to their "Job Status" field over the previous week.
I know ...
1
vote
0
answers
66
views
How to link mobile push engagement data with the journey's sent through?
In order to report on the Push message engagement we are extracting the mobile push detail extract. However, we currently don't have any fields in the extract that can help us link the mobile push ...
-1
votes
2
answers
73
views
Can we create report on custom setting in Salesforce?
Can we create report on custom setting in Salesforce?
when i edit the object that is created for custom settings, it directs to the custom setting edit page, so i cannot edit and check 'enable report' ...
1
vote
2
answers
243
views
WhatsApp report by channel
I'm aware that in Salesforce Marketing Cloud, we can generate reports in Analytics Builder for email campaigns by navigating to the "Recent Email Sending Summary" tab. It's as simple as ...
0
votes
1
answer
61
views
Pull in field from an unrelated object into a report based off text
I have a report where each row is the total count of records that have the same text in a field. In this case, that field is a name and the record count is the number of records where that name ...
0
votes
0
answers
23
views
Returning Count is different for Reports for two different Profiles
I have created a report with Filters I got like 300 run values another Person with a different Profile has created a report with the same filters that I used but they received 250 as run values.
What ...
0
votes
1
answer
307
views
Is there a way to generate the "Push Message Detailed Report" or "Mobile Push Data Extract Report" for all BU?
As there's the possibility to retrieve all email tracking for children BUs and also to check the "include child accounts" in the SMS detail report, I wonder if there's the same so I can run ...
1
vote
0
answers
556
views
'Field does not exist. Check spelling' for field inserted via 'Insert Field'
I am trying to create a win% report for a custom object we have
Implementation_Process__c
with Stage field Stage__c
I am trying to count the # of records where Stage = "Live" and where Stage ...
-1
votes
1
answer
323
views
Does 'View all data' permission in salesforce give users access to private reports of another user? [closed]
Does 'View all data' permission in salesforce give users access to private reports of another user? Couldn't find any exact theory on this.
0
votes
1
answer
121
views
Create reports but shouldn't be able to edit other reports in shared folder
We have created a shared reports folder "Project Shared Reports" and provided some pre-defined reports to the users in this folder. Users have 'View' access to this folder.
Now the ...
0
votes
1
answer
60
views
How to create reports for the agents which are available in the common queues in salesforce?
how to create reports for the agents which are available in the common queues in salesforce? Their are 2 queues, I want to create the report for those agents which are present in both queues A and B.
1
vote
2
answers
440
views
Export data from large reports programmatically
we have several reports that are over 100K rows. We would like to export them to a data warehouse to combine their data and run large analysis on that data. The reports need to be extracted daily to ...
0
votes
0
answers
493
views
Joined reports error: no common fields on the report type
I have two report types:
Report type A: Contact Roles
Report type B: Sport Affiliations
They both share the Lookup field "Account".
But still I get this error:
"Choose a different ...
0
votes
0
answers
25
views
While using a bot, can I report on the time it takes between when a chasitor requests a transfer to a live agent to when the agent accepts the chat?
We use a Bot and then users can ask to transfer to a live Agent (we use live agent still). Leadership wants to report on the time it takes from the chat transfer request to an agent to the time the ...
0
votes
1
answer
60
views
Click report by Click activity (SMC)
everyone! I have another question and hope for your assistance.
Intro: Our SMC platform has a "Tracking" section where we can view analytics for campaign sends. In this analytics, we can ...
0
votes
1
answer
108
views
Running and filtering reports in Apex
I just spun up a brand new Dev Org (00DHp000002yxab), and copy-pasted code from this Salesforce support article: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/...