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Questions tagged [custom-report-type]

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

3
votes
1answer
93 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 ...
3
votes
0answers
405 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 ...
2
votes
0answers
60 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) ...
2
votes
0answers
1k views

Report Type – Ant Deployment Errors (Invalid Field Name & Duplicate Value Found)

I am trying to deploy Reports and Dashboards via Ant tool. I get this error for Report Type reports/JMT_Reports/Expiry_and_Renewal_Status.report -- Error: Invalid field name: Lease_Unit__c$...
2
votes
0answers
36 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.
2
votes
0answers
31 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 ...
2
votes
0answers
74 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 ...
2
votes
0answers
96 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: ...
1
vote
0answers
26 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 ...
1
vote
0answers
31 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
0answers
23 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 ...
1
vote
0answers
97 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 ...
1
vote
0answers
29 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 ...
1
vote
0answers
170 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
vote
0answers
24 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 ...
1
vote
0answers
102 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 ...
1
vote
0answers
317 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 ...
1
vote
0answers
9 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 ...
1
vote
0answers
308 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
0answers
23 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
vote
0answers
304 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
vote
0answers
51 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 ...
1
vote
0answers
44 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 ...
0
votes
0answers
6 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 ...
0
votes
0answers
6 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 ...
0
votes
0answers
13 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)
0
votes
0answers
8 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
votes
0answers
59 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 ...
0
votes
0answers
25 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
0answers
33 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 ...
0
votes
0answers
25 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
0answers
23 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
30 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
19 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
0answers
16 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.
0
votes
0answers
595 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
0answers
224 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
0answers
130 views

Frustrations with creating report types using multiple custom objects

I am trying to do something that at first seemed simple, but has turned into a frustration. Basically, I am trying to create a report that joins 3 custom objects, all of which are joined by master-...
0
votes
0answers
84 views

Report Summary type with Chart having custom field in Y axis

I need to create a Report of summary type with a custom field in Y axis. But every time I try do that getting only option as Record Count. Can someone please let me know how to achieve that? Below ...
0
votes
0answers
19 views

Cannot create Report Type

I have the following objects: Contact Linked Contacts The Linked Contacts is an object that groups certain contacts. I want to be able to create a report type of contacts with or without Linked ...
0
votes
0answers
139 views

Salesforce Summary report formula

I have a summary report, I am trying to get the weighted average using formula. The formula should be, if the IF(Survey_Results__c.PG_Relationship_with_IS__c= "Slightly", 1*RowCount, 0), IF(...
0
votes
0answers
1k views

Can I remove duplicate lines from a report?

Our marketing division wants a report of everyone involved in our conferences. I am able to get this with a report that looks at contacts, opportunities (tied to conferences in a given year), and ...
0
votes
0answers
899 views

How to remove row with record count 0 from one particular report block in a joined report

I have a joined report on Account and its 2 related objects. Report Block 1 with Account + OBJ1 Report Block 2 with Account + OBJ2 Joining is on Account Id. Both of these blocks have their own ...
0
votes
0answers
102 views

Getting blank values for entitlement field in custom report

I have created a custom report type with account as parent object servicecontract ,contract line and entitlement as childs. i have created a record on entitlement which has a lookup of contract line ...
0
votes
0answers
25 views

Change Ownership of Account and Contact in a Report

Can any one help me out. I have a requirement ,where i need to change the ownership of Account and Contact in a report as per the country .The report generated is a Summary report.Do we have an ...
0
votes
0answers
86 views

salesforce reports hiding header

Can you hide the title report and buttons of a report and just show the report body? Example. only show the body and not show the Report Options, Buttons and Report Title? Exporting wont work ...
0
votes
0answers
35 views

Creating a report on users using mobiles platforms by month

I want to create a report on users who use salesforce through ipad and mobile. is it possible to do this ?
0
votes
0answers
672 views

Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
0
votes
0answers
42 views

Help need for the reporting

My requirement is to create a dashboard bar graph X-axis as createddate(MONTHLY) and the y-AXIS (RECORD COUNT) In the first image i had Groupby N EP/DPI: and write formula as ROWCOUNT/ROWCOUNT IN ...
0
votes
0answers
976 views

Filter report using current ID

I have a report. The idea is, in a standard layout, when i embed the report, to filter it by the current if of the record that is being viewed Example: xxx.salesforce.com/b0UI000000CuzXXXXX Is it ...