Questions tagged [custom-report-type]

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

94 questions with no upvoted or accepted answers
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455 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 ...
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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$...
3
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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
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1answer
107 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 ...
2
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0answers
126 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) ...
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0answers
38 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
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2answers
64 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]--> ...
2
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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 ...
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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 ...
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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
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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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2answers
32 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 ...
1
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0answers
30 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
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2answers
26 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
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1answer
54 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 ...
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0answers
34 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 ...
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0answers
26 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
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0answers
108 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
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0answers
30 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
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2answers
18 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
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2answers
844 views

Cumulative value in report

I want to create report where you comparing opportunity amount each month in 1 year & cumulative amount for each month, for example: jan vs jan+feb. feb vs jan+feb+mar. mar vs jan+feb+mar+apr, ...
1
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1answer
29 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 ...
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0answers
203 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 ...
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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 ...
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0answers
108 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 ...
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0answers
356 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
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1answer
994 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 ...
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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 ...
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0answers
328 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
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1answer
212 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 ...
1
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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 ...
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0answers
319 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 ...
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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
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1answer
418 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
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2answers
127 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 ...
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0answers
45 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
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1answer
18 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 ...
0
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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 ...
0
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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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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
18 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
18 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
27 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 ...
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0answers
168 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
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0answers
26 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
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1answer
31 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
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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? ...
0
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1answer
72 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 ...