Questions tagged [custom-report-type]
All request, issue, queries related to "Custom Report Type" can be tagged under this.
116
questions with no upvoted or accepted answers
4
votes
0
answers
701
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 ...
- 37.2k
3
votes
1
answer
105
views
Custom report types for Accounts
I have a requirement to show All Accounts without open Opportunities (also report should all accounts without any opportunities as well).
Below are the steps I followed:
I created a custom report ...
- 1,645
3
votes
1
answer
142
views
Create URL which opens up a specific report type within report builder screen?
The report builder page link looks like this for every report type:
/reportbuilder/reportType.apexp
For users that have the ability to create reports I'm wondering if it is possible to simplify the ...
- 133
2
votes
0
answers
922
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) ...
- 3,408
2
votes
0
answers
210
views
I want to know If I can create a report or alert on Bulk API Jobs whenever a Job has Failed
I want to know If I can create a report or alert on Bulk API Jobs such that whenever a Job has Failed. If we can create a VF page then on which standard controller I can start with.
- 672
2
votes
2
answers
68
views
Report showing grand parents with no grandchildrens
Can we build a report to list down all grand parents with no grandchildren's?
For e.g., Lets say we have following data model
Contacts --[lookup]--> JobAllocation ---[MasterDetail]--> ...
- 1,281
2
votes
0
answers
34
views
Problem with reports after install
I've recently created a package and I'm facing an unusual problem. Basically, in my development org, this works:
String report = String.valueOf([SELECT Id
FROM ...
- 759
2
votes
0
answers
95
views
namespace problem migrating Reports & Dashboard
I have a problem moving Reports & Dashboard from my Dev Org to Production Org which has "Different Namespace". If deployed with eclipse it reports Error of namespace.
Source Org:- DEV Org
...
- 43
2
votes
0
answers
148
views
Cross filter trouble | unable to select a parent where there are no grandchildren of a certain type
I have a challenge: I want to be able to find the parent objects that do NOT have records of grandchildren of a certain type.
To illustrate the challenge: I have the following objects in Salesforce: ...
- 5,237
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 ...
- 270
1
vote
1
answer
1k
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
1
vote
1
answer
111
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 ...
- 1,245
1
vote
0
answers
878
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 ...
- 2,808
1
vote
0
answers
245
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 ...
- 239
1
vote
2
answers
724
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 ...
- 41
1
vote
1
answer
3k
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 ...
- 627
1
vote
0
answers
187
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 ...
- 111
1
vote
0
answers
85
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 ...
- 335
1
vote
0
answers
233
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 ...
- 157
1
vote
0
answers
207
views
report on content custom field
is there a way to report on custom fields of content attached/related to an account?
Scenario: I have multiple record type for Salesforce Files. When uploading document to Library I can chose the ...
- 5,237
1
vote
2
answers
21
views
query on reports for filtering on basis of coloum name
I would like to know how can i know the Account.Owner field used in how many reports in salesforce. Is there any query possible like
Select id,name from report where coloum.name=account.owner
- 1,297
1
vote
1
answer
563
views
Need a report on user and profile
I want a report on profile
for every profile the count of users,profile name,User name and frequency of login.
I have created a summary report with group by profile and username.
But how to get count ...
- 573
1
vote
1
answer
106
views
Portal user runs report and columns are missing
I have a portal user set up who I allow to run custom report type. Sometimes the report is missing columns that I see when I run the same report. In field level security the portal user has access ...
- 43
1
vote
0
answers
694
views
Activities with Opportunities Report is not filtering
Hi friends i got a requirement like want to create a report how many activities are assigned to a single rep for opportunities.
I had tried to create a report using Activities with Opportunities ...
- 1,429
1
vote
0
answers
31
views
Is this type of report possible?
My scenario is that I would like to use ObjectA, ObjectB, and ObjectC in the same report.
ObjectA has a single lookup field which points to ObjectB.
ObjectC is a child object to ObjectB.
I don't ...
- 3,836
1
vote
0
answers
245
views
Can I trigger an automated report that fires once email sent? (Marketing Cloud)
Within Marketing Cloud, Is it possible to set up a trigger that once an email has been sent, a report will automatically be generated and sent to an email address 3-5 days after? (to a specific ...
- 23
1
vote
0
answers
1k
views
Campaign/Campaign Member/Opportunities report
Currently we have a standard salesforce report type for showing the Campaigns with Opportunities.
We want to create a custom report type that shows all Campaign - Opportunities where the campaign ...
- 712
1
vote
1
answer
2k
views
How to create Report: My Accounts and My Account Team Accounts
I'm trying to create a report that shows me all Accounts where a User is the Owner, along with all Accounts where the same User is an Account Team member.
Out of the box, the 'Accounts with Account ...
- 449
1
vote
0
answers
14
views
Reports with field to be displayed at the bottom
There is requirement where I need to add a new field display called billing rate for a work under report which would be equal to multiple of average of the whole column multiplies by 40.
I have ...
- 607
1
vote
0
answers
544
views
How to create a report for products with scheduled revenue?
I am trying to create a report to forecast monthly revenue with products that have a schedule.
As you can see in the example below, monthly revenue is calculated based on the total product amount (...
1
vote
1
answer
307
views
Rest API report type object relation
I tried to retrieve report type object relation from rest api. I have checked almost all documentations about this but could find anything about it. Could you please help me if you know a way to get ...
- 11
1
vote
0
answers
33
views
Report with a wrong Territory View
I created
a custom Report Type "O-p-p".
A report X with the "O-p-p" custom Report Type.
When I build the report I cannot see any row, because it is set with a certain territory point of view in the ...
- 1,161
1
vote
0
answers
549
views
Converting a string to variable of a wrapper class on runtime for achieving multiple search criteria like in reports
My target is to place a multiple filters on Visual force page to filter data just like in reports.This data is coming from external system on a rest call.I was storing this data in a list of wrapper ...
- 1,541
1
vote
0
answers
54
views
I need to Generate a Report on case object by using Picklist value
Field name is STATUS AND picklist value is CLOSED - SUCCESS
and another field is CLOSED DATE
Scenario is ( STATUS(CLOSED - SUCCESS RECORDS) / TOTAL RECORDS OF CLOSED DATE )
I want Formula for ...
- 11
1
vote
1
answer
1k
views
How to relate portal user and its contact in Salesforce reports
I am trying to create report to relate portal user and its contact who have campaign history.I'm able to relate contact and portal user but i couldn't get campaign history result.I created a report ...
- 1,230
1
vote
2
answers
207
views
Report on contacts filtered by Account custom object
I have three objects: Account, Contact, and a custom object called Order that belongs to Accounts (via a lookup). I want to create a report that allows me to show all Contacts that belong to an ...
- 11
1
vote
0
answers
61
views
Field Filters in Salesforce Report
My question is whether we can make field filters active dynamically only when we want the summarize the report with respect to the field used in the field filter. For E.g. if i want to summarize the ...
- 793
0
votes
0
answers
20
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 ...
0
votes
0
answers
27
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 ...
- 1
0
votes
0
answers
197
views
How to divide row count over a specific column in a report
I have a matrix report of opportunities, and stages group the columns. I need to divide the row count of each stage over the first stage (column), for example, first column / second column, first ...
0
votes
0
answers
31
views
Unable to access 'Related To' field from Custom Report Type on Task Object
I want to make a report on the Task object and show the Order object's data and match some criteria. Order object is connected via the Related To field(WhatId) to Task.
However, even though I tried to ...
- 379
0
votes
0
answers
227
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 ...
- 153
0
votes
0
answers
49
views
Retrieve available fields under report type
Is it possible to retrieve all of the standard fields that are listed on a standard report type.
For the OpportunityLead Report Type, I believe all Standard Lead Fields are available, however, not all ...
- 149
0
votes
0
answers
142
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 ...
- 11
0
votes
1
answer
149
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 (...
0
votes
0
answers
134
views
Report export file shows decoded html tags instead of field value which is of type formula(Text)
When trying to export a lightning report via Export -> Details Only -> ".xls" or ".csv"
The exported files are showing decoded html tags in place of field value.
eg: \<a ...
- 1
0
votes
1
answer
116
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 ...
0
votes
0
answers
313
views
Cannot find field to add to Custom Report type for Opportunity historical trend report
Aim: to see the Product Name field on the custom report type for Opportunity Trend report type. This is not a tracked field for reporting snapshots but wanted it as a column to use in running reports ...
0
votes
0
answers
580
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 ...
- 163
0
votes
0
answers
394
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 ...
