Questions tagged [custom-report-type]
All request, issue, queries related to "Custom Report Type" can be tagged under this.
250
questions
-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
------- -------------------------...
-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).
...
- 547
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 ...
- 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 ...
-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 ...
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 ...
- 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 ...
- 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 ...
- 126
-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")?
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 ...
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 ...
- 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 ...
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 ...
- 625
-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)...
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 ...
- 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 ...
- 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 ...
- 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 ...
- 101
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 ...
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 ...
- 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 ...
- 15
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 ...
- 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
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.
- 73
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0
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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
...
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 ...
- 25
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 ...
- 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, ...
- 49
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){
...
- 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?
-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 ...
- 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 ...
- 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" ...
- 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 ...
- 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 ...
- 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 ...
- 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->...
- 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 ...
- 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).
...
- 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 ...
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 ...
- 237
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 ...
- 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 ...
- 103
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 ...
- 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 ...
- 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/...
- 129
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 ...
- 1,281
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 ...
- 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 ...
- 13
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 ...
- 165