I want to report on the leads and other custom objects which have notes associated with it.
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Do you get your answer?I am looking for solution on Opportunity object. – unidha Jun 14 '16 at 2:39
There has been a step forward regarding reporting on notes.
There is a lot of excitement going on with the Lightning Experience. However enhancements for taking notes have also taken place. There is a new version of Notes that was published with Winter 16 and you can report on them.
- Salesforce help doc on reporting on New Notes: link
- Salesforce doc on differences between the New Notes and the Old Notes: link
- Salesforce help doc on setting up the New Notes: link
- See the Winter 16 Release Notes regarding "Notes": link
The New Notes are being handled as Files objects and therefore from a reporting stand point, it looks like it lacks in providing the association between a note and an object.
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When I create report type there is no object name 'File and Content Report' based on link help.salesforce.com/apex/… , but Note is available.Is there any reason why I could not see it? – unidha Jun 14 '16 at 2:37
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@unidha, you need to remove the fields that gets added by default when creating a new report except the ones listed in the link you have referred to. Salesforce excludes the note records when fields like 'Downloaded By' are added to the report. – Vijay Prakash Nov 8 '16 at 6:23
It is not possible to report on Notes. There is an Idea, Reporting on Notes & Attachments that requests this feature.
You could export the data and report on it outside of Salesforce, build a custom page, query for it via the API from an outside app, etc., but there is no native report functionality available.
answered Jul 9 '14 at 9:31
Create a field on Lead (or on whatever object you want) and populate that field to true or false via a trigger when a note is created or deleted. Then you can create a report for all leads having custom field value equals to true.
