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Questions tagged [custom-report-type]

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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 ...
0
votes
1answer
1k views

summary report on visual force page

can any one help me out in this.I have created a custom visual force page on "quote " object in a PDF format where the data gets displayed .Now Can we create a summary Report like data with subtotal ...
11
votes
1answer
338 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 ...
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
0answers
43 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
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 ...
1
vote
1answer
103 views

Report based on the send language of an email

i have an email who is sent in different language depending on the country of the contact. How can i create a report based on the attribute "Langue" or" Country" of my sendable Data extension ? with ...
1
vote
0answers
116 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 ...
0
votes
1answer
88 views

Report Filter - Cannot Use Formula?

I am trying to customize an existing Report to filter based on a formula field. It was created with a Custom Report Type of My Object with Child with Grand-Child. Now we want to filter it based on a ...
0
votes
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 ...
0
votes
1answer
47 views

Can we write any batch for updating all reports with new record type

We have an requrirement where we have changed the master details relationship to lookup. Hence around 1000 reports are getting effected. We have created new custom record type for the new relationship ...
0
votes
2answers
1k views

How to convert Apex Chart into Pdf Report

I am making a report,In that particular report there is a chart of Apex when i rendered this as PDF the chart Disappears all the data is rendered as pdf but not that chart.I try this chart using the ...
0
votes
2answers
56 views

Join Leads with a Custom Object based on email address

I have been tasked to create a report that ties leads to a Custom Object(Product_Ordered). Each object may or may not have an email on the record. For example: There 3 lead records with an email ...
0
votes
1answer
368 views

Salesforce report relationships

I have noticed there are 3 ways to get data across related objects into reports. 1.) Custom Report Types - you can create report types with a Parent Object and traverse down related Objects. 2.) ...