Questions tagged [custom-report-type]

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

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five leasing company picklist fields on account object, need to crate chart group by leasing Companies

I am reaching out with a query regarding displaying leasing companies' information in a chart grouped by picklist values. Account Object contains data pertaining to five leasing company picklist ...
Roopasri K's user avatar
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0 answers
28 views

How to export Next Best Action Recommendations?

We have created lots of Recommendations in our sandbox, for use in Next Best Action. Now that we are satisfied with how this works, we want to export them to our production org. How can we do that? It ...
Sander de Jong's user avatar
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31 views

Trying to edit a report type from a managed package iWave

I was trying to edit the layout of a custom report type that came with a managed package iWave. There is no button to edit the layout and I see only the preview layout button. I would like to enable ...
Amirtha Skrish's user avatar
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1 answer
46 views

Accounts without Products

We use assets to track products purchased by accounts. We have to report on our "utopia" quarterly - the utopia is all of the products each account does not yet own. I need a way to create ...
Scarunicorn's user avatar
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1 answer
46 views

Trying to show a percentage in a cross-object report

I've created a report that shows all Accounts with or without Contacts. I need to show the percentage of accounts with contacts (while still showing a record count), but none of the formulas I have ...
Christin Head's user avatar
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1 answer
220 views

Cannot deploy report type on Group Member object

I have created a report type on the Group Member object in a scratch org and pulled it into source control. When I attempt to push it to another scratch org, I get the following error: "...
jfraser's user avatar
-1 votes
1 answer
58 views

How to show data of a team in reports and dashboard?

I have requirement of showing data of a team in reports and dashboard. See the attached Image - In this Image, 20, 18, 20, 18 is record count of records created by each Manager. I am able to plot the ...
Parvez Alam's user avatar
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0 answers
211 views

Events not showing on a custom report of opportunities with activities

I've created a custom report type. The primary object is 'opportunities'. The secondary object is activities. The report is set to show all opportunities, with or without activities. I went into the ...
Zjef Herwig's user avatar
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1 answer
35 views

Reports to cleanup

I am trying to get a list of reports that need to be deleted from Salesforce. I have created a report of reports with the below criteria. The report seems fairly accurate and I am trying to get the ...
Balaji Pooruli's user avatar
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0 answers
36 views

Not seeing the object I want for the c level of a new custom report type

I cannot figure this out for the life of me. We have pretty much all custom objects (most are via a managed package from the exchange app ADvendio). I'm looking to simplify the way we process ...
Courtney's user avatar
1 vote
1 answer
430 views

How to report on the status of email messages related to a specific record?

I'd like to create a report that presents information such as the EmailMessage.LastOpenedDate and the EmailMessage.Status for emails sent that are related to a specific custom record. When I look in &...
Keith C's user avatar
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2 answers
208 views

Report Type 'Activities' - Missing Fields in Edit Layout

I went through different posts and Salesforce documentation and don't seem to find any solution which must be somehow possible. In my custom report type with just one object Activities, I need to ...
MarkB's user avatar
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1 answer
622 views

Retrieve ReportType in Visual Studio Code

I am able to retrieve Email Templates in VIsual Studio Code as follows sfdx force:source:retrieve -m EmailTemplate:"[FolderName]/[EmailTemplateDeveloperName" I have tried searching, but ...
GroundToCloud's user avatar
-1 votes
1 answer
364 views

report on live agents salesfoce

I'd like to create a report on agent login, logout time, login duration, break time, status, average handling time, average speed of answer, total number of calls, email, cases, etc in the salesforce ...
ds9972's user avatar
  • 189
1 vote
1 answer
3k views

IF AND OR - Row Level Formula

I trying to create a row level formula with "IF" "OR" "AND" but I receiving a error that is missing ')'. ( Opportunity.Campo_D__c< TODAY(), IF ( AND ...
ASANTOS's user avatar
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0 answers
374 views

Custom report type - added fields via lookup but unable to filter in the report

I created a custom report type for order and order product objects. created look up the product family field from the products object. all good. they show up in the new report. but filtering by ...
Yogi's user avatar
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1 answer
229 views

How to create report with time interval Salesforce [closed]

I want a report Salesforce which shows the number of records created in a time interval like below: Here the report displays the number is records created in October with the particular time interval....
sThirumagal93's user avatar
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0 answers
212 views

Custom fields are not visible in custom report type

I am not able to see all the custom fields of an object in custom report type which is recently created. I have opened the report type and tried to edit the layout but the custom fields are not ...
Guest's user avatar
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1 answer
225 views

How to Show Current Fiscal Year's Revenue from Accounts Created From Google Ads Prior to This Year?

I'm trying to create a report that allows me to see closed won opportunities from the current fiscal year, but only from accounts created prior to this year and created from a Google Ads campaign (...
Jeff Purcell's user avatar
0 votes
1 answer
1k views

Is there away to schedule a report which contains all the email sends and it has be sent to a particular email ids on weekly basis in marketing cloud

I need help to create report for all the journeys which we have triggered and this report has to be mailed to a particular set of email ids automatically on weekly basis. Is there a way.. pls guide. ...
DSK's user avatar
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0 votes
1 answer
605 views

Report to show "My" Accounts but based off different User Lookup instead of Account Owner

We currently have an additional custom user lookup field on Accounts called CS Rep. I am trying to dynamically run the report as if I were the CS Rep. This way I can run a single report to send to ...
NoviceAdmin80's user avatar
2 votes
1 answer
9k views

When building a report, the option to add a row-level formula is missing

When building a report, the option to add a row-level formula field is missing from the Columns pulldown menu: The profile of the user building the report has appropriate permissions. What's going on?...
identigral's user avatar
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0 votes
1 answer
163 views

unable to Report on LiveChatTranscriptEvent

We want to report on LiveChatTranscriptEvent object to basically see how many transfers are happening. The Report type is not shown up in Standard/Custom Report Types. Also, where/how can we query the ...
Sharath Jallu's user avatar
0 votes
0 answers
912 views

Count the number of Groups in a report in Salesforce

I am trying to create a report of Account and Orders where I am grouping by account to get the accounts with at least one order. I want to count the number of Accounts(which is number of groups) with ...
Isha's user avatar
  • 163
0 votes
1 answer
604 views

Opportunity Contact Role - Report including record ID

My users need to create reports on Opportunities and Opportunity Contact Roles that would include the Opportunity Contact Role ID. Supposedly because this is a junction object, the record ID field can'...
MarkB's user avatar
  • 37
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0 answers
686 views

Report Subtotal Amount not displaying correctly

Trying to find a solution for why the subtotal (and by extension all formulas based off this) are not displaying the correct total. Correct total for this column should be 71. It displays 12. Any ...
user3316299's user avatar
0 votes
1 answer
655 views

Unable to add a cross-filter to a report

I am trying to create a report of Accounts with no Contacts. No matter what I try, though, I am unable to add a cross-filter to make this happen. In fact, none of the filter options from the dropdown ...
Wyatt's user avatar
  • 1
0 votes
0 answers
1k views

Average Record Count Per Month Report

I am looking to create a column on a report that shows the average record count per month. I am unable to add a row level formula to this report. The blacked out parts on the image represent the ...
user120752's user avatar
0 votes
1 answer
1k views

Reporting on Opportunity Contact Role

I need to create a report with the Last Modified By and Last Modified Date from the Opportunity Contact Role object. This is a standard junction object and the standard field Last Modified By is in ...
MarkB's user avatar
  • 37
1 vote
1 answer
48 views

Why is SurveyQuestion.QuestionType displaying as a numerical value in a report?

This field (SurveyQuestion.QuestionType) is described as a picklist in the object reference. When I query it via SOQL, it indeed behaves like a picklist: select QuestionType from SurveyQuestion ...
Dan Lambeth's user avatar
-1 votes
1 answer
2k views

Report with Contacts with Activities and Opportunities [closed]

I am trying to create a report in Salesforce that will display all contacts that have activities and opportunities. Is there any easy way to do this or is it even possible? I tried doing an activities ...
MarkC5000's user avatar
  • 141
0 votes
1 answer
221 views

User Object and Membership Object Report for Community Users

Looking to build a report in Salesforce where I have data that can link the two objects but can not figure out how to pull the data. Needing a Report with the User Email and Membership Number tied to ...
Russell Brown's user avatar
0 votes
0 answers
2k views

You need access to the source report type to view this report chart

I have a community site with a report chart. the report chart is not visible due to the error in the title but a dashboard containing the same report is visible(see screenshot below). What permissions ...
Tony Kirumba's user avatar
-1 votes
1 answer
633 views

Not available Case Information fields in report type

I'm trying 2 Report types and I have problems with fields availability. REPORT TYPE 1: Cases standard report type. With this, I can access to 'Case information' fields like Age, Opened Date, and so on....
CPS's user avatar
  • 345
-1 votes
2 answers
4k 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). ...
user1669296's user avatar
-1 votes
1 answer
383 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 ...
Juny Yohannan's user avatar
1 vote
0 answers
2k 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 ...
ViqMontana's user avatar
-1 votes
1 answer
5k 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")?
Nathan Hedman-Copp's user avatar
0 votes
0 answers
409 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 ...
Timothy Smith's user avatar
1 vote
1 answer
2k 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 ...
Steve Smith's user avatar
1 vote
1 answer
1k 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 ...
GroundToCloud's user avatar
-2 votes
1 answer
902 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)...
Shamim Siddique's user avatar
0 votes
0 answers
787 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 ...
rcg917's user avatar
  • 1
0 votes
0 answers
318 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 ...
TheAdmin's user avatar
  • 355
0 votes
1 answer
4k 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 ...
user1702965's user avatar
0 votes
1 answer
477 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 ...
Priyank Patidar's 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 ...
aspjim's user avatar
  • 33
0 votes
1 answer
886 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
user97539's user avatar
0 votes
1 answer
10k 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 ...
Reaper1883's user avatar
0 votes
1 answer
53 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 ...
Cline's user avatar
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