Stack Exchange Network

Stack Exchange network consists of 174 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [custom-report-type]

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

0
votes
0answers
22 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
27 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
86 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
23 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
12 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? ...
-1
votes
0answers
33 views

in Reports, wanted to populate the percentage for a single user only. Can someone help?

The task is to create a forumale to display the percentage of RowCount divided by some static value for a User. So, I created the formulae ex: Rowcount/25 and the result is working correctly as ...
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
20 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
25 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
21 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
18 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
26 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
26 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
23 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
21 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 ...
1
vote
0answers
72 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
20 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
28 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
23 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 ...
-1
votes
1answer
19 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
82 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
18 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
20 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
28 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
17 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
30 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 ...
0
votes
0answers
15 views

Getting Error - “Can't view this page…don't have permission / isn't supported on mobile android/ios” when accessing custom report from SF1 App

We implemented custom report using report type, it is working in desktop as expected but in android and ios mobile devices getting this error. Any suggestion on this.
1
vote
1answer
35 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
70 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
28 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
16 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
251 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
64 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
66 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
63 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
0answers
78 views

Error during sfdx pull operation for CustomReportType

I am trying to pull the changes from my Scratch org and i get the below error: ERROR: Can't retrieve non-customizable CustomObject named: CustomReportType. I had created a CustomReportType in the ...
0
votes
1answer
14 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 ...
2
votes
0answers
354 views

Embed report chart in a Lightning component to parametrize its filters

I have a report which doesn't filter by Lookups but by String field values. I want to show this chart on the record pages of a related record. But I am not sure how I pass in filter criteria into the ...
1
vote
0answers
21 views

Only show the Opportunity with the highest probability per Account in Report

Tried to summarize the probability field to 'Max' but it still shows all the opps under the account (+ the one with the highest one) I am using a standard 'opportunity' report - I do not want to ...
0
votes
0answers
459 views

Why is this Custom Report not showing all records?

In order to build a mailing list our marketing team could use on a regular basis I have created two custom fields on our Account Object, that relate to two different contacts. I then created a custom ...
0
votes
1answer
13 views

create report for checking contact and usera are available for one user in salesforce

There are contact and users available in salesforce with same user. For contact and users email address will be same. I need to verify in report that all the users have contact created. Could you ...
1
vote
0answers
72 views

Obsolete Report in salesforce due to relationships change from Lookup to Master Details

I changed relationship from Lookup to Master Details. Now reports are obsolete. There is no option to change Master Details to Lookup. Is there any option to get those reports back? Other than ...
0
votes
0answers
183 views

Generating campaign report with each subcriber unique interaction

I'm trying to create campaign report where it shows each subscriber interaction. by default SFMC, generate report for by aggregating email name with its tracking result. Without mentioning each ...
0
votes
1answer
185 views

why I cannot select Opportunity Line Item while creating a report Type?

I want to create a report type with OpportunityLineItem-> Opportunity->CustomObjA->CustomObjB. But I cannot select or find OpportunityLineItem in the customObj
0
votes
1answer
117 views

How to create a report on Custom Object Utilization per User in a Salesforce org

I have a requirement to find out how many custom objects are utilized by each user in our Salesforce org. The reason to run this report is Salesforce has allocated a threshold value of Custom Objects ...
0
votes
2answers
929 views

Dashboards failed to deploy using outbound changeset

Pre-requisites already deployed: Reports & Dashboards Folders Custom Report Types Reports When uploading Dashboards I get this unhelpful error : Your upload failed. We're sending you an e-...
0
votes
2answers
22 views

Lead Report with Account object

I have a custom lookup field created in Lead object lookup on Account. Now I want to create a report where I want to get all lead fields but also a field from account object other than account id. I ...
0
votes
2answers
872 views

How to convert Apex Chart into Pdf Report

I am making a report,In that particular report there is a chart of Apex when i rendered this as PDF the chart Disappears all the data is rendered as pdf but not that chart.I try this chart using the ...
0
votes
1answer
59 views

UserLogin Object field in Reports

I need to add some fields IsFrozen, Unfroze date which are present in the UserLogin Object in a custom report type. But unable to do it so far. Also, I read that the IsFrozen field cannot be included ...