Questions tagged [custom-report-type]

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15 views

How would I make a lead with lead history report?

How do you make a lead with lead history custom report? I tried making the report type only to find that lead history isn't one of the possible secondary objects. Since lead history is a related ...
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1answer
14 views

Report Contact with Opportunity, show Contact only once

I am trying to make a report that shows Contacts with at least 1 Opportunity. I have accomplished this, however, I only want to see the contact listed once but also not grouped (like in photo). ...
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8 views

Report on parents which have children grouped by Picklist

I have the following setup: My_Parent__c | -- Account (Lookup to Account) -- Name (String, not unique) My_Child__c | --My_Parent__c (Master-Detail) --My_Picklist__c I want to get a report that ...
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13 views

Knowledge Custom Report type multiple results of same search term?

I have a Knowledge Searching custom report type to see what search terms users are searching. However, I am confused because I am getting multiple rows for the same search term. This is making it a ...
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19 views

How to get Related Records of Related Records in a Report

I have an account called "Main". I have a custom object called affiliations that stores information about an account's relationship with another account. I can get all of the accounts affiliated with "...
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1answer
178 views

How to create a report on Custom Object Utilization per User in a Salesforce org

I have a requirement to find out how many custom objects are utilized by each user in our Salesforce org. The reason to run this report is Salesforce has allocated a threshold value of Custom Objects ...
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1answer
379 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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27 views

“Schedule Id” field missing in “Opportunities with Products and Schedules” standard report type

I am looking for Schedule Id field to use in reporting. Whilst the report type contains other fields of Schedule object available to use, Schedule Id field is not there. I know that Schedule Id field ...
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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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1answer
362 views

how to create a report with different objects with different fields

Can some one help with reports, I want to create a report with 2 different objects(Customer,Milestones) which is from same opportunity, some fields from milestones and some fields from customer. I ...
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1answer
2k 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$...
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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
23 views

Report for users with and without Activities shows Record Count (1) for users without Activities

I created a report that shows Users with Activities from this week. It groups records by Full Name and for Users with Activities, it shows a correct number of records. For Users without Activities, it ...
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3answers
707 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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1answer
927 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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2answers
32 views

Is there any way to pull sent email data based on template keywords within Marketing Cloud?

Has anyone found a way in which to extract email send data from Marketing Cloud and sort prior to extracting based on keywords in the title of the email template sent? My organization has built out a ...
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1answer
35 views

Custom Report Needed. Click detail at Subscriber level

I need to a create a report that shows me by date at Subscriber level what links have been clicked in emails. I can see that it's possible to produce reports to show click activity, but this isn't at ...
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16 views

Report on where record is pending at in salesforce reports

I have approval process on Knowledge. When submitter submit knowledge record it is pending at approver. I want report where knowledge record is pending.
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1answer
469 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
6 views

Custom report type for trend reports

Is there a way to generate a custom report type for trended reports? My org has several trend reports, such as Opportunity Trends, available, but I am not able to join them with other related objects.
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14 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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0answers
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
45 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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0answers
17 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
13 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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0answers
37 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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0answers
18 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
17 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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0answers
44 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/...
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1answer
19 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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1answer
17 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
20 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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0answers
9 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
137 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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0answers
61 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
22 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
19 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
534 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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0answers
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
536 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
262 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
22 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
34 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
225 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
137 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
115 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 ...