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Questions tagged [custom-report-type]

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

11
votes
1answer
285 views

What is the logic for the automatic creation and update of “standard” report types for custom objects?

Question What is the detailed logic for when a "standard" report type is created/updated for custom objects or custom relationships? Background When custom objects and custom master detail ...
8
votes
1answer
8k views

how to deploy a report type from sandbox to production

It does not seem to be possible to deploy a report type using the deployment wizard in salesforce. How can I deploy a report type from my sandbox to my production org? I need detailed instructions.
8
votes
1answer
911 views

Reporting: Grouping by Date (Calendar Month) without omission of empty months

I'm generating a series of RevenueItem__c objects, which are master-detail related to Opportunity. The series is sparse: there are month with and without RevenueItem__c objects. Even gaps of many ...
7
votes
2answers
2k views

How to remove a custom field from a managed package referenced in a custom report type?

Question Is there anyway to get rid of custom field in a managed package that has been referenced in a custom report type for that managed package? Background I've built a managed package and for ...
7
votes
3answers
894 views

Report Type Clean-Up

We are planning to do a clean-up of our report types and are looking for any recommendations/best practices around this. Could you help us with the following questions: We noticed that when you ...
5
votes
1answer
5k views

Record count wrong in Report

I have a Matrix Report that is based on a Custom Report Type. The Custom Report Type has 3 levels: "A" records may or may not have "B" records and "B" records may or may not have "C" records. Report ...
5
votes
1answer
5k views

Custom Report not showing records visible to users

I understand the following: Custom Report Types must use the Role Hierarchy Reports using Role Hierarchy show all records below the current Role Sharing Rules allow records to be shared with roles ...
5
votes
2answers
1k views

Can we create dynamic column header text in Reports?

Can anyone please clarify the following technical questions regarding reporting. •Can we create dynamic column header text in Reports? For example if we create a report that displays sales data for ...
4
votes
1answer
656 views

Ways of linking to a Custom Report

I've followed this blog http://www.interactiveties.com/b_dynamic_report_part1.php and managed to successfully achieve this, in a custom Visualforce page. My problem now is, since the ID won't always ...
4
votes
1answer
657 views

How to report on 3 or more objects that have no relation between them?

Problem I would like to report on related Data in four different objects in Salesforce. The objects have no relations between each other. Apex code is populating some information from an object to ...
3
votes
1answer
587 views

Error running Analytic Snapshot: Some rows failed - which rows? why only 2000 rows?

I ran an Analytic snapshot, and the answer I got was that some rows have failed. I see: 2000 records were inserted... 0 records failed... My data has more than 2000 records, how do I debug it? ...
3
votes
1answer
1k views

What's wrong with my Custom Report Type

I am trying to get a report of X-without-Y type kind of report. So I created a Formula field (Number,0) with value of '1' for every Object (Account, Contact, Oppty, etc ) I than created a Custom ...
3
votes
3answers
2k views

How do we setup a report to show year-to-year comparisons by week or a particular date?

We have Salesforce with the Nonprofit Starter pack. Does anyone know how to do year-to-year comparisons (based on week) based on a particular date range? Please see image below for format of report we ...
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 ...
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
1answer
106 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
votes
1answer
115 views

Force.com - custom report type

I made a custom report type . I included a few objects and related them using object relationships which was correctly displayed in the set (Venn) diagram . However , the fields of these objects are ...
2
votes
1answer
3k views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
2
votes
1answer
1k views

Can i get person account fields in custom report type

In the report type considerations document available here, that Person account fields cannot be added to custom report type. Are these fields stored in the contact table? Can i use the add fields ...
2
votes
1answer
612 views

Case Article vs. Knowledgebase Case Article. What's the difference?

I am working with reporting on Knowledge Articles. One metric the business would like to see is cases being associated with articles. This is pretty straight forward and I use the CaseArticle Object....
2
votes
2answers
2k views

When adding fields via lookup to a custom report type why dont i get custom user fields as option on the Owner field?

When adding fields via lookup to a custom report type why don't i get custom user fields in the option on the Owner field? All custom fields are available for the Last Modified By and Created By ...
2
votes
1answer
454 views

Report for two parents that look up same child object

I have a question similar to Reports for two lookup objects that relate to a parent. I have an two objects (Payable Invoice and Cash Entry) which look up the same child (Transaction). I'd like to ...
2
votes
1answer
19 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?
2
votes
1answer
181 views

Managed package report(s) missing in production

Got a problem: in our organization we have 1 production and 1 full sandbox. In both we have a same application with same version. Today users started to complain that they couldn't get access to one ...
2
votes
2answers
470 views

How to get report type id

Is there any way we can get report type id, either through query or anyother way. We would like to change report type to another one. Any suggestions are welcome
2
votes
1answer
521 views

Html Status for Leads

I want to generate a report for leads object, that means how many times customer open the mails, for accounts,contacts i generated a report for leads i think the option is available or not..?? if ...
2
votes
1answer
1k views

Reports and Sharing Settings

I have shared all opportunities (read only) to a certain role in the organization and can confirm they can definitely see all the opportunities by going to the record's physical page. However, when ...
2
votes
2answers
2k views

Can Activity Type standard field be added to custom report type?

Can Activity Type standard field be added to custom report type? I am not able to see this as a field in the layout editor.
2
votes
1answer
1k views

Formula to calculate difference between two summarized fields in a Joined Report

I have a Joined Report between two Report Types summarized by Account: How can I include the difference A-B between summarized sums A and B on the joined report?
2
votes
2answers
2k views

Generate a report with account and 2 custom objects

I have 2 custom objects(sales and service) which are related to accounts as a lookup and related to opportunities in a master detail. i need to generate a report which shows under each account the ...
2
votes
2answers
2k views

Adding goals to reports/dashboards?

i am setting up some reports for the creation of dashboard that show revenue etc vs. goals for different time periods. I am currently working on quarterly revenue vs. goal broken down by Account owner....
2
votes
0answers
58 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
1answer
170 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 ...
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
42 views

Field names in report when Using Metadata API [duplicate]

I Use the Metadata API to read, analyze, edit and create/update reports. I noticed that the field names (when specifying columns, filters, and groupings) which are returned when reading are not ...
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
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
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
2answers
57 views

How to create a report which include the formulas for every column without any grouping?

I need to create a report which have to calculate the values based on two fields and need to populate in 3rd field. Example: Column1 is having the Quantity Column2 is having the ...
1
vote
1answer
2k views

New custom field visible in Report type, but not visible in Report Builder

I have a custom field (cf1) within a custom object (co1) where the field-level security is set to "Read-Only" for all of the Profiles with access to that object. It is a Formula(Number) field. I also ...
1
vote
2answers
31 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?
1
vote
2answers
237 views

How do I add prices to Products report?

A colleague wants a list of all products in his area and their prices. I can list the products but cannot seem to create a report that includes the prices listed / the price book. Is there no Price ...
1
vote
1answer
58 views

Account report - Need to know how many accounts a sub team is selling to, not how many opportunities per account?

Basically I want to report on how many accounts are currently allocated to my sales teams not how many opportunities - So Sales guy 'James Bob' could have 50 opportunities all to 1 account I just want ...
1
vote
1answer
72 views

When a lead is converted into an opportunity, does the lead get removed from the system?

Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert ...
1
vote
2answers
391 views

Create a calculated column in a report or tool/app to do so

Is it possible to create fields on a report? In SQL I was able to do this fairly easily. An example would be: Item ---- Qty ---- price --- total (qty*price) Do I always need to have total on ...
1
vote
1answer
28 views

How to get the open/unresolved cases on SFDC report?

I want list all open and unresolved cases by the time of Sep. 30. The problem is when I list it now, all the cases that are opened and unresolved before Sep. 30 are closed now. Is there any way I can ...
1
vote
2answers
585 views

how to pass operators dynamically to if condition

I am trying to implement multiple filters on visual force page to generate custom reports by using external system data from rest call.I am not going to store anything in salesforce objects.So i have ...
1
vote
1answer
364 views

Activities on Opportunities

I am trying to pull the report for activities on Opportunities. I have created a CRT "Opportunities with Activities" and deployed it. When I am trying to pull the report for all opportunities for ...