Is it possible to create a matrix report without having records for one of the columns?

For example: I have a matrix report with columns grouped daily for a custom date field; I have records for day 1, day 2 and nothing for day 3. I need to show day 3 in the report with a 0 value in the summarized fields.

It should be something like this image:

enter image description here


As far as I know, this cannot be done in Salesforce reports.

In general, Salesforce reporting isn't good at showing you what is missing. I have a similar report. Even though I give it a range of 9/1/2014 to 10/6/2014, I don't get a column for each day. The report only shows me columns where there is at least one date present for the field selected as the column.

edited to add

I just remembered another project I worked on that applies here. Making sure attendance gets entered is something my organization spends a lot of time on. We track attendance in Salesforce. How can we report on what is not there when Salesforce isn't good at that? We used to export a matrix report to Excel. This had limitations; the foremost was that the results were not in Salesforce.

Our "in-Salesforce" solution is to run scheduled jobs that check each site for each open day. Where there's missing attendance, a record for the site/day is created (custom object). Now we can report affirmatively on what is missing. A second scheduled job sets the missing attendance records to "resolved" status if the attendance has been entered. This isn't simple, but it is a sufficiently important issue to us that it was well worth doing,

| improve this answer | |
  • In my case, we also use something like this. I have a scheduled job that creates a record per day for each record of another custom object which is almost 5k records per day. And now we are facing a problem with data storage. – vanderlindo Oct 2 '14 at 12:18

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.