Questions tagged [custom-report-type]
All request, issue, queries related to "Custom Report Type" can be tagged under this.
0
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0answers
5 views
Queue owned reports issue
I have a custom report (sales orders with Work orders) but it doesn't filter out by queues
Both objects are on PRIVATE in the OWD and I have set the filter to the one in the print screen
Any user ...
0
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0answers
15 views
NPS custom report Type only two participants but six records in report
In my sandbox I am following this sf doc to generate a report with the nps score.
I have created a survey with the element Net Promoter Score® (NPS®) and participated twice. One answer with 10 and the ...
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0answers
7 views
Campaigns with Influenced Opportunities : Problem facing
I have a report on Campaigns with Influenced Opportunities. I am not getting correct result when.
I am adding a contact in the campaign [I came to know later that he was a member of the campaign as ...
2
votes
1answer
19 views
How can I change the object on which a report is based?
I created a report and chose Account for the Report Type. How can I change that to Contacts & Accounts?
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0answers
8 views
how to show my teams reports Where all Team member is on same role
A branch manager who was trying to view the activities associated to her team. Since the My Team view works off of the Role Hierarchy, I expected her to see data for the individuals that also shared ...
0
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0answers
17 views
Record Type field not visible for portal users when running a report
When running a report as a portal user, i cant see the Record Type field. The field also has no effect on Filters nor can it be added as a column.
admin (OK)
community user: (NOK)
2
votes
0answers
120 views
What does 'scope' mean in the context of a Salesforce report? Where/how is it specified? What are the possible (API) values?
There is a method called getScope() in ReportMetadata Class. Can someone please shed some light on what 'Scope' actually means? Where/how is it specified? What are the possible (API/system-digestible) ...
1
vote
1answer
20 views
Report on “worked” days based on created activities (CreatedBy + CreatedDate)
Here is the scenario.... I would like to create a report that would show the user's "worked" days.
We created a custom report type called "All Activities", since we needed to bring some information ...
0
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0answers
12 views
Lead Name (FULL NAME) field not available in 'Leads' and 'Activities with Leads' standard report types
I am a System Admin. In addition to our company's sandbox, I also created a new Developer Org to see if it is any different. However, I can't seem to find Lead Name (the FULL NAME) field to use as a ...
0
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1answer
21 views
Custom report type not showing child objects
I'm trying to create a custom report type linking two standard objects together -- Opportunity as the primary and Account as the child. I am able to create everything fine, but when I actually use the ...
1
vote
1answer
21 views
Field available for Reporting in Salesforce
Are there any specific field data types which are not available for reporting in salesforce ?
Or all fields can be used in reports?
Apart from checking manually under setup-> Report Types -> ...
1
vote
2answers
57 views
Can't find Report Type:
I can see this here:
But I can not see it anywhere here:
Why is it now showing up in Setup>Report Types?
0
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0answers
134 views
Picklist values not showing on report
I've checked the object/field security, my profile access, and record types of my Contact object and cannot figure out why when I run a report, there are no picklist values:
I'm able to SOQL the ...
1
vote
2answers
28 views
Process New Duplicate Rule on All Records
I created a new duplicate and matching rule for Accounts based on Shipping Address so that I can generate a custom duplicate account report. I have the report created but it appears empty and I ...
0
votes
1answer
31 views
Filter Duplicate Record Items by Duplicate Rule
I have setup a "Duplicate Accounts" report following the Salesforce documentation provided but I then realized this is based on a rule that matches on Billing Address. What I need is a duplicate ...
0
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0answers
26 views
Reports showing Account Activities email field blank despite the fact that salesforce has value
I have created a custom report type - Account ( as primary object) and Activites as related object.
But when i am adding coloum- email from activities, reports showing field blank in all records, ...
0
votes
1answer
30 views
Create weekly report on open leads with history and send via email
So I've been given the task to create a weekly report that is sent by email (as an Excel file) to the administrator.
The report has to contain all the open leads, and the ones that were closed in the ...
0
votes
1answer
171 views
Custom report in Marketing Cloud using Discover Report type
I created a custom report to include multiple fields in my report such as campaign name, emails included in those campaigns, measures such as open rate, clicks, etc and most importantly information ...
1
vote
1answer
102 views
Salesforce Report for - Last to last month
I am creating a salesforce report for the last 3 months(Oct, Nov and Dec).
Ex - To retrieve this month data(DEC) I applied - THIS MONTHS filter in Date Field for the field Expiry_date, For Last month(...
0
votes
1answer
14 views
Folder accessible to non admin but not dynamic report
I created dynamic report in an folder and linked in custom button. Non admins were given viewer permission for the folder. However, it is not accessible via custom button. Am I missing something here? ...
0
votes
1answer
8 views
Pull report of all possible values(without their record entry)
I am trying to pull a report for timesheet. We are having a user field for the hours. Pulling user report is pretty easy. However we are getting those only users who reported their efforts. Need to ...
1
vote
0answers
28 views
How to create report where a sales representatives data is taken from custom objects
I would like to create a report, where I can monitor my sales representatives targets and actuals.
We have some custom objects defined where we put the Target for
each month. So for a year, each ...
0
votes
1answer
61 views
How to create report that is built on multiple objects
So I've been given the job to create a report, that compares a target sales amount to actual sales amounts, and lastly to a funnel (which is taken from the SUM of all opportunities Estimated Net ...
0
votes
1answer
52 views
Custom report on unrelated object
I need to create a custom report tying Contact with Account and Relationship.
Contact - Child of Account
Relationship - Child of Contact
No relationship between Account and Relationship
I tried ...
0
votes
1answer
109 views
Report on contacts, tasks and Notes
I am trying to create a report on 3 objects
Contact
task
Content note
but there is no standard report type to create a report on these 3 objects altogether, I have tried creating custom report type ...
1
vote
1answer
54 views
How do I create a custom report type with Campaign and Person Account
Background
I have these objects:
Person Account
Appointment
Invoice
Invoice Line
Which have these relationships:
Appointment has a lookup to Person Account
Invoice Line has a master-detail lookup ...
0
votes
1answer
134 views
Custom Report Types missing related Object
Background
I have 3 custom objects:
Invoice__c
Invoice_Line__c
Appointment__c
Their relationships are:
Invoice__c is a parent (master-detail) to Invoice_Line__c
Invoice_Line__c has a lookup to ...
0
votes
1answer
26 views
Why is a custom object not visible when creating a new Custom Report Type?
I have a lookup field from Case-->Entitlement (Custom Object)
Entitlement is an object from a managed package
I want to build a new CRT that will hold data from both objects. The entitlement object ...
0
votes
1answer
31 views
Custom “With” Report Type returning “Without” records
I discovered today with custom reports that have 'with' relationships that records 'without' related records are being returned.
Custom Report Type:
Accounts with Memberships
When I run this report,...
0
votes
0answers
50 views
Report needs to be comparing YTD and MTD
I created a report that comparing months and year wise. But i need current month(Only one month) and current year. How can i get this..?
I need like red marked columns only in the below image...
If ...
2
votes
1answer
231 views
Is it possible to create a report (type) for custom metadata?
Custom metadata (types) looks like a cool feature. I have created dozens of instances of one that I made and now I would like to create a report on them, because a list view is not good enough.
So ...
0
votes
0answers
26 views
Custom Report not displaying records
My custom object Quotation have lookup with Opportunity. Another custom object Quotation Line Item have lookup with Opportunity. Now i created record on Opportunity, under this Opportunity Quotation ...
0
votes
1answer
49 views
Unable to access report created on account ,duplicate record item
Created report for duplicate accounts, created on account and duplicate record item.
getting "You don’t have sufficient privileges to perform this operation" error while accessing report
1
vote
2answers
25 views
Report on Account with their Opportunities
I have a requirement where i have one parent account and that account has many child accounts and their opportunities. The Account Owner of the Parent account needs to be able to report out a summary ...
0
votes
1answer
28 views
Partner Information fields on custom reports
I am Trying to Create custom report type same as like "Opportunity with Partners" Standard report based on one of my requirement. But i am not able to see the below information in any object.
Can ...
-1
votes
1answer
206 views
Can we clone/edit standard report type in Salesforce?
I want to add a new feild to standard report by default without drag and drop from report builder.
For custome report types,I am able to do this .
How can I achieve this for standard report types?
1
vote
1answer
26 views
How to add hyperlink to custom case numbers in Reports
We have a visualforce page which is used to input details about quality issues and create cases. I've created a custom case number field for newly created cases in an auto-numbered format. I've to ...
0
votes
0answers
27 views
How to count total number of events on an opportunity and display that total number in a matrix reports
I have a matrix report on a custom report type 'Opportunities with or without events'.
The matrix report is currently grouped by Opportunity Name and Campaign Name.
Is there any way to calculate the ...
0
votes
0answers
37 views
Scheduling Report Error : Salesforce.com could not email the report to any of the specified recipients
I have a create separate profile for a user who has the following set of permissions:
Schedule Reports
Manage Reports in Public Folders
Subscribe to Reports
Schedule Reports
The user is able to ...
0
votes
0answers
19 views
Lead Report is not displaying data
I have two fields in my Standard Salesforce lead report, One is text and other one is date field. When I ran my report it is observed that, the report is showing all the leads info with text and date ...
0
votes
1answer
40 views
Custom Report Type with Multiple Parents?
Is there any way to build a custom report type that links to multiple parent object types? For example, my Opportunity links to a Contact and to an Account directly, but I can't figure out how to join ...
1
vote
1answer
49 views
Run report as another user or filter the report to show only data visible to another user
I'm looking for a way to run a custom report from Apex, but not as currently logged in user, but as some other specific user. The reason is that I need the report to have only the data that is visible ...
1
vote
1answer
94 views
Report based on the send language of an email
i have an email who is sent in different language depending on the country of the contact.
How can i create a report based on the attribute "Langue" or" Country" of my
sendable Data extension ? with ...
1
vote
0answers
34 views
Managed packaged fields are not visible in report builder
We are using service max (managed packaged) in our salesforce org and creating report on cases (standard report type). but it is not showing all managed packaged fields in the report builder to system ...
1
vote
1answer
19 views
How to create standard Report with record data as column labels?
I was asked to create a standard report to show data from master-detail object structure.
Sample Data looks like this:
and I am looking to create report as below:
I have tried Matrix report and ...
0
votes
1answer
558 views
How to create a report getting “Account with Contacts and Account Team Members” information in it
I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts.
I tried custom report type and joined reports. But couldn't get the ...
1
vote
1answer
117 views
How can I translate a “child relationship” reference into an object API name (external software via API)?
I'm poking around, writing a Python script to fetch ".reportType" XML files for all ReportTypes in an org and then do various things to those files.
First up is figuring out what tables they include.
...
0
votes
1answer
86 views
Adding a custom field from OppLineItem to a custom report type
I have a custom field on the OpportunityLineItem and want to show it in a custom report.
Current setup:
Custom Report Type: Invoices with Asset
OpportunityLineItem- child of Opportunity
Invoice - ...
0
votes
1answer
87 views
Mass renaming custom report type field labels
One of the great things about custom report types is that you can renamed the field labels on the columns. This could be done if say you wanted a CSV export to have column headers that confirm to a ...
0
votes
1answer
15 views
Imported data missing from report
We have a report that a customer built on their production org. It reports on an object and also pulls data from a related list on that object. The data that has been created since their production ...
