Last call to make your voice heard! Our 2022 Developer Survey closes in less than a week. Take survey.

Questions tagged [custom-report-type]

All request, issue, queries related to "Custom Report Type" can be tagged under this.

Filter by
Sorted by
Tagged with
-2 votes
1 answer
13 views

In Salesforce Report, How to show week wise records created

I have to create a Report in Salesforce utilizing the OOB Report feature on an Object say Asset. It will show. Week Count of Assets Created ------- -------------------------...
user avatar
-1 votes
1 answer
32 views

Summary Level Formula - Sum Closed/Won Opportunities

I am using Lightning and trying to build a summary level formula field to show the sum of closed/won opps next to the sum of total opportunities for a given time period (fiscal quarter for example). ...
user avatar
0 votes
0 answers
15 views

Opportunities report from campaign contacts at account level

Is it possible to bubble up contacts on a campaign to the account level and report opportunities closed at the said account(s) back to a campaign? Currently, I have campaigns to contact to opportunity ...
user avatar
  • 101
0 votes
0 answers
14 views

Need to display 1000 characters info. in a custom report

I need to display around 1000 characters info. in a custom field in a custom report. Please suggest what should be the datatype of this field ? And then how should I achieve it ? As custom long text ...
user avatar
-1 votes
1 answer
29 views

Security setting on report type

How can I allow reporting on only one report type(there is only one custom object in this report type) for a particular profile in salesforce? All other report types should be hidden/not selectable by ...
user avatar
0 votes
0 answers
29 views

Make a user report that counts all the cases that have been worked on

I'm working for a customer service entity, which we require to have a report that shows how many cases an agent have "done" in a day or a specific hour. The problem I'm having is that it ...
user avatar
  • 1
0 votes
0 answers
15 views

Opportunity Report to show only direct reportee pipeline

I am trying to build a report for Managers to show pipeline of their direct reportees only, but all the OOB filters under reports mentioned in the help docs are bringing all Opportunities based on ...
user avatar
  • 1,439
0 votes
0 answers
154 views

Custom Report Type lookup field not showing in report builder

I have set up a custom report type with Opportunities which can have 1 or many assets: On the Opportunity object exists an Invoice object and in the layout properties, I've created a look up field ...
user avatar
-1 votes
1 answer
56 views

Report with a Date Range?

Is it possible to create an opportunity report that reviews opportunities by a date range field (like January-February) instead of a singular date field (like "Created Date")?
user avatar
0 votes
0 answers
56 views

VSCode, Change Namespace of Report TYpes and Reports

My company makes an AppExchange App and we are changing the namespace for some customers. In VS Code I have been successful with Flows, and Classes. I am now having trouble with Report Types. I am ...
user avatar
1 vote
1 answer
129 views

Field not populating within Report

Hope you're well. I'm currently building out a report, but despite my best efforts so far, I can't get some information to populate within the report. It does not appear to me that salesforce is ...
user avatar
  • 11
0 votes
0 answers
26 views

User unable to see object in a custom report type

I have a custom report type with Users as the primary object, Opportunities (created by) as a secondary and Accounts as the last object. One of my users when creating (or viewing) a report using that ...
user avatar
1 vote
1 answer
74 views

Count of Reports With Dashboards

How can the Count of 'Reports With Dashboard' be greater than the 'Total Count of Reports'? Am I misinterpreting the data? When I ran the following query in Workbench I got the count as 132435 SELECT ...
user avatar
-2 votes
1 answer
68 views

In report how to pull additional fields from master-detail relationship

I have an object Y with field X which is a lookup field of the same object(Y). I want to create a report that pulls many fields from my object (Y)(including field X and master-detail relational fields)...
user avatar
0 votes
0 answers
124 views

Price Book Entry History Report

Is there no report capability to see the Price Book Entry History? I need to be able to report on what date a certain Product changed price in a certain Price Book and what it changed FROM/TO. I also ...
user avatar
  • 1
0 votes
0 answers
41 views

Use DATEVALUE in formula on REFERENCED date/time field

I have the following formula on the case object: TODAY () - DATEVALUE(Object2__r.LastModifiedDate) But after I insert this field on the report nothing shows (I want show the day difference between ...
user avatar
  • 335
0 votes
0 answers
39 views

Report type with three objects stops showing all dependencies when the dependent objects are included in the report

There exists a custom object (let's call it Custom) that has a Master-Detail field referencing Accounts, and a report that shows contact information for related Accounts is needed. There is a custom ...
user avatar
  • 101
0 votes
1 answer
243 views

Converting Date/Time to Dates in reporting?

I have a report I'm running where one of the columns is Case CreatedDate, which defaults to a DateTime format like 9/10/2021, 11:44 AM. Is there a way to apply formatting to this so it could show in ...
user avatar
0 votes
1 answer
37 views

Report Type Issue

We have few reports based on one report type (e;g Accounts with Assets and Transaction Header) but weird part is when I try to edit this custom report type; it is not showing up... but I am able to ...
user avatar
0 votes
0 answers
16 views

Reporting Objects with zero Related Objects

I am working with Salesforce and FinancialForce PSA and have a requirement to report on Opportunities (at P=90%+) without Projects (i.e. zero projects in their related list). An Opportunity can have ...
user avatar
  • 131
0 votes
0 answers
43 views

report to track campaigns/campaign members/tasks?

I'm looking to create a report that tracks Campaigns, Campaign Members (they are all Person accounts), and tasks. Basically we want to be able to see the amount of times (and when) a Campaign Member ...
user avatar
1 vote
0 answers
19 views

How to find accounts that do not have a specific Account Contact Relationship role? [duplicate]

we would like to create a report that tells us which Accounts do not have a contact with a specific role. We are using lightning and the Account Contact Relationships junction object. We have ...
user avatar
  • 33
0 votes
1 answer
175 views

Is there any way to create a report on opportunity product? If yes please help me to create! [closed]

I need to create a report on opportunity product so that i can show all opportunity product in status wise
user avatar
0 votes
0 answers
31 views

Opportunity Trends Report Type Issuse

i am creating a report with Opportunity Trends Type. its works fine, but whenever i add this column As of Date all data disappear and table showed 0 rows. anybody please help.
user avatar
  • 73
0 votes
0 answers
240 views

We ran into an error when running this report. Try to re-submit your query

The report is created using custom report type and the composition are: Legend: (C) = Custom | (X) = External Base: Account Joined Object: External Object from Heroku PG named as Collection Details ...
user avatar
0 votes
1 answer
2k views

Is it possible to query/find reports using a particular report type?

I have a list of report types and I need to find out which reports in my org are using any of those report types. Is there a way to do so instead of manually visiting each report and checking its ...
user avatar
0 votes
1 answer
52 views

How can I edit these reports (see the pic)? [closed]

I'm trying to edit these reports, but I can't click on them like in the pic. Besides that, I can't see them in the tab "Reports"or Setups... Is it private to some user even though I am an ...
user avatar
  • 123
1 vote
1 answer
163 views

Creating custom report with 2 parents, 1 child object

I need to pull a report that pulls info from 2 parent objects with the same child. We have opportunity and payment as both parents of GAU Allocation. We need to access fields from GAU Allocation, ...
user avatar
0 votes
1 answer
230 views

Pull comments from approval process comments to costomised report

currently I want to pull comments from the approval process form to a report. Here is my code: trigger pullCommentsApproval on Return_Shipment__c (before update) { if(trigger.isUpdate){ ...
user avatar
  • 23
0 votes
1 answer
87 views

Custom Report Type - Production Environment

Should i create a custom report type directly in production or would i need to first create in sandbox and transport to production? What is the best practice?
user avatar
-1 votes
1 answer
51 views

current userid not matching in report [duplicate]

Hi I have to fetch current users created records in a report. For that I have a field userid__c in a custom object which is storing user SF id (18 digit) and when I am checking userid__c=$user.id it ...
user avatar
  • 277
0 votes
0 answers
166 views

Deploying Custom Report Type with Activities via Change Set odd behavior

We have a couple of custom report types that I edited in Sandbox to add a new field to the Activities Layout so I could use that field in Reports. I deployed these custom report types via change set ...
user avatar
  • 64
0 votes
1 answer
2k views

Salesforce Report not showing records in run mode but are shown in edit mode

I am experiencing a strange behaviour from a Salesforce report, since when i am in edit mode it shows more records than when i run the report. I created a custom report type on "Opportunity" ...
user avatar
  • 55
0 votes
2 answers
562 views

Field on object not accessible in Report Builder

We recently started using Salesforce's Survey tool and are having trouble reporting on it. When I look at a SurveyInvitation in Lightning, one of the fields I can see is "Participant", and I can ...
user avatar
  • 163
1 vote
1 answer
159 views

Reporting against a column in my data extension? - Salesforce Marketing Cloud

I'm looking to create a report based on a column in my sendable Data Extension used in a deployment in Salesforce Marketing Cloud. Ideally, I would like the report to look similar to "Email ...
user avatar
  • 81
0 votes
0 answers
111 views

Making an object available for Report

There is a case here when the object was created, the allow reports option was left unchecked, and I need that to be checked again so that I can allow reports checkbox to be enabled. However, when I ...
user avatar
  • 1
0 votes
1 answer
42 views

Does Salesforce allow create custom report types on tooling objects?

I am interested in creating a custom report on tooling objects (https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/reference_objects_list.htm) however when I go to Reports->...
user avatar
  • 461
0 votes
0 answers
50 views

Formula Fields not appearing to be added to reports

I have a custom Object Patient which has formula fields like- Date of First Application, Date of Last Application. I am creating a report - Patient with cases. In this, i am unable to find these ...
user avatar
  • 11
1 vote
1 answer
574 views

Report Contact with Opportunity, show Contact only once

I am trying to make a report that shows Contacts with at least 1 Opportunity. I have accomplished this, however, I only want to see the contact listed once but also not grouped (like in photo). ...
user avatar
  • 481
0 votes
1 answer
682 views

How would I make a lead with lead history report?

How do you make a lead with lead history custom report? I tried making the report type only to find that lead history isn't one of the possible secondary objects. Since lead history is a related ...
user avatar
0 votes
1 answer
282 views

Report for users with and without Activities shows Record Count (1) for users without Activities

I created a report that shows Users with Activities from this week. It groups records by Full Name and for Users with Activities, it shows a correct number of records. For Users without Activities, it ...
user avatar
0 votes
2 answers
278 views

Is there any way to pull sent email data based on template keywords within Marketing Cloud?

Has anyone found a way in which to extract email send data from Marketing Cloud and sort prior to extracting based on keywords in the title of the email template sent? My organization has built out a ...
user avatar
  • 11
0 votes
1 answer
48 views

Custom Report Needed. Click detail at Subscriber level

I need to a create a report that shows me by date at Subscriber level what links have been clicked in emails. I can see that it's possible to produce reports to show click activity, but this isn't at ...
user avatar
1 vote
1 answer
938 views

The user license doesn't allow the permission: Manage Custom Report Types

I want users to create custom Report Type and Reports for which I have given Manage Custom Report Types permission along with other Permissions in a permission set. When I am trying to assign it to a ...
user avatar
  • 11
1 vote
1 answer
1k views

SFDX: Deployment Fails for report types with the following Error "Could not find field WhatCount in table Activity"

I have been trying to push my repository code, to my scratch org for almost 3 days now, but every time I push it using the sfdx force:source:push -f -u <alias> command, I get the following ...
user avatar
  • 13
0 votes
0 answers
970 views

No Custom Field named found Custom report type

I have a custom report type of category Accounts & Contacts, on running the Jenkins build, I am receiving the following error. The field mentioned here reportTypes/...
user avatar
1 vote
1 answer
149 views

Create Report Type to show Account and associated Community Members

I would like to create a report type that shows my accounts and their community members.  I am not seeing a way to do that.  I feel that I should be able to do this since I see the Community Members ...
user avatar
0 votes
1 answer
111 views

Deploying report <timeFrameFilter> <dateColumn> <interval> "Last 2 Days" - not possible in UI or Metadata API?

Before I chalked this very simple reporting request to not being possible, I thought would check on here. I'd like to have a running report pull in a date field where the value could be the "Last 2 ...
user avatar
  • 889
0 votes
1 answer
841 views

Journey Builder Custom Activity Reports

We have created custom journey builder activity for sending SMS (because SF prices per SMS were to expensive...). We have tested it and it's working like charm we are able to send SMS through 3rd ...
user avatar
0 votes
1 answer
354 views

Need to create a report based on the two defined product if present in the opportunity line item

Need some help in creating a report which will provide all oppty which has product1 and product2 in their opportynity line item. Product 1 and Produc 2 will be an AND condition so that it only shows ...
user avatar
  • 165

1
2 3 4 5