Questions tagged [custom-report-type]

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

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16 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 ...
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1answer
9 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 ...
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0answers
16 views

Get Fields usage in each report type

I would like to know how many fields are being used in each report type. Can we achieve(if Yes, how can we) how many fields are being used in each report type? Note : I am tying to get the solution ...
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8 views

Problematic Report Custom or Standard

Hello i have problem with building report. So the object structure is like that: What i need is: Grouped by Item and sub grouped by Item Revision report of all of incomes ( which are stored on ...
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1answer
54 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 ...
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1answer
19 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 ...
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1answer
22 views

Analytics Builder - Incorrect Email Metrics

Whenever we pull an email send report using the 'Recent Email Send Summary Report' we have particular jobs whose delivery rates are lower than their open rates. often the delivered counts are 1 or 2 ...
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0answers
57 views

View report records by queues not working

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 ...
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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 ...
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1answer
22 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
10 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 ...
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0answers
24 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)
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0answers
146 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
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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 ...
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40 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
36 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
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1answer
22 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 -> ...
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2answers
112 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?
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0answers
186 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
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2answers
38 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
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1answer
34 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 ...
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0answers
27 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, ...
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1answer
32 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 ...
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1answer
237 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
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1answer
194 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(...
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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? ...
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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 ...
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0answers
31 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 ...
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1answer
93 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 ...
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1answer
67 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
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1answer
158 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
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1answer
65 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 ...
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1answer
206 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
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1answer
27 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 ...
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1answer
34 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,...
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0answers
69 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
304 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 ...
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0answers
28 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
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1answer
82 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
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2answers
27 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
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1answer
30 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 ...
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1answer
246 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 ...
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0answers
40 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 ...
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0answers
24 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
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1answer
51 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
62 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
98 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
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0answers
35 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 ...