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Questions tagged [custom-report-type]

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

104 questions with no upvoted or accepted answers
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500 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
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0answers
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$...
3
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1answer
94 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
109 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
185 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
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0answers
42 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
65 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 ...
2
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0answers
78 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
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0answers
101 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
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 ...
1
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0answers
244 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
vote
2answers
59 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
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 ...
1
vote
2answers
27 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
99 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 ...
1
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0answers
40 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 ...
1
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0answers
29 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
132 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
31 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
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, ...
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 ...
1
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0answers
272 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 ...
1
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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 ...
1
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0answers
118 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 ...
1
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0answers
405 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
vote
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 ...
1
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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 ...
1
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0answers
358 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
vote
1answer
233 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 ...
1
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0answers
339 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 ...
1
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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
vote
1answer
456 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
vote
2answers
136 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 ...
1
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0answers
49 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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0answers
10 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.
0
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0answers
5 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.
0
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0answers
10 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 ...
0
votes
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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0answers
11 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 ...
0
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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 ...
0
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0answers
19 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
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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0answers
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?
0
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0answers
28 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/...
0
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1answer
12 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 ...
0
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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 ...
0
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0answers
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 ...