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Questions tagged [custom-report-type]

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

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9 views

Custom report type limitation

I'm trying to add new fields into the layout, but it displays the error message as mentioned below: You have exceeded the maximum limit of 1,000 fields. You cannot save this layout until the field ...
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13 views

A report with a Custom Report Type has a field not properly displaying

I am trying to create a report that utilizes a custom Report Type. I need this report to have fields and get filtered across three objects, Contact - A, Inquiries - B (With or Without A), and Offers - ...
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1answer
18 views

The user license doesn't allow the permission: Manage Custom Report Types

I want users to create custom Report Type and Reports for which I have given Manage Custom Report Types permission along with other Permissions in a permission set. When I am trying to assign it to a ...
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10 views

Duplicate Report

Created duplicate report with a new report type (Account > Duplicate Record Sets) Going into some individual records and "Find Duplicates" there are no duplicate records all because they were already ...
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0answers
9 views

Joined reports using customer report types don't respect sharing settings

Is this a known limitation in Salesforce? We haven't seen it documented and it is hard to search for due to the commonality of the terms and history of errors in earlier releases. We have a joined ...
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1answer
481 views

why I cannot select Opportunity Line Item while creating a report Type?

I want to create a report type with OpportunityLineItem-> Opportunity->CustomObjA->CustomObjB. But I cannot select or find OpportunityLineItem in the customObj
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17 views

SFDX: Deployment Fails for report types with the following Error “Could not find field WhatCount in table Activity”

I have been trying to push in my repository code to my scratch org for almost 3 days now but every time I push it using the sfdx force:source:push -f -u <alias> command, I almost every-time ...
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17 views

How to report on standard AssociatedLocation junction object

How do I create a report type for AssociatedLocation junction object which is related to an account. It is a standard object. How do I report on it?
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0answers
16 views

Reports on Contact without cases/quotes/orders

I have a requirement to generate a report on contacts without Cases/quotes/orders in lightning.Should I go for a joined report?
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1answer
1k 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
22 views

No Custom Field named found Custom report type

I have a custom report type of category Accounts & Contacts, on running the Jenkins build, I am receiving the following error. The field mentioned here reportTypes/...
1
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1answer
17 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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3answers
632 views

User can view records in list view but not report?

I have created one report on opportunity with account report type .Report folder has shared with Manager access to one user . User have access to on report in Opportunity with Account report type. But ...
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2answers
1k 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, ...
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1answer
11 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
19 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
817 views

How to create a report getting “Account with Contacts and Account Team Members” information in it

I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts. I tried custom report type and joined reports. But couldn't get the ...
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1answer
87 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
452 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 ...
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0answers
59 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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2answers
1k views

How to display custom object field from related object on report on parent object?

I have two objects A and B related through lookup. Object A has a lookup relationship field to object B. I need to display a custom field from object B in a report which is based on object A. Is it a ...
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1answer
21 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
23 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
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 ...
2
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1answer
396 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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9 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 ...
2
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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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2answers
495 views

Group by Id but show Name Instead of Id in Report

Good day everyone, I am trying to create a report. I used a summary format of report. Then I group my report by Id of the related list. It is working well. But my problem is that, I want to show the ...
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0answers
233 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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1answer
21 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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0answers
25 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)
2
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0answers
169 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
77 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 ...
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1answer
68 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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1answer
25 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
202 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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2answers
51 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 ...
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1answer
36 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
28 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
38 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
313 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
291 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
36 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 ...
0
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1answer
170 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
90 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 ...
2
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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....