Questions tagged [custom-report-type]

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

110 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
4
votes
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$...
3
votes
0answers
540 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
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
votes
1answer
115 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
0answers
287 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
0answers
45 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
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
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
81 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
106 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
40 views

Reporting against a column in my data extension? - Salesforce Marketing Cloud

I'm looking to create a report based on a column in my sendable Data Extension used in a deployment in Salesforce Marketing Cloud. Ideally, I would like the report to look similar to "Email ...
1
vote
1answer
23 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
vote
0answers
301 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
145 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
vote
0answers
54 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
28 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
vote
1answer
222 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
vote
0answers
45 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
vote
0answers
34 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
vote
0answers
155 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
vote
0answers
44 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
vote
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
vote
1answer
31 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
vote
0answers
342 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
vote
0answers
25 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
vote
1answer
451 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 ...
1
vote
0answers
123 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
vote
0answers
485 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
vote
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
vote
0answers
401 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
246 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
vote
0answers
25 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
vote
0answers
367 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
vote
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
524 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
145 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
vote
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
votes
0answers
7 views

Filter DuplicateRecordSets by Group

I have created a report to get DuplicateRecordSets and the DuplicateDataItems (Accounts) in each set, and grouped by DuplicateRecordSet. I want to filter by the group. Basically want to keep only ...
0
votes
0answers
8 views

Creating a custom report on Opporutnity Split and History

We have a requirement where we need to see the Opportunity history with the Opportunity split details. Where we show the Split Owner, Split amount with the value of the amount that has been changed. ...
0
votes
0answers
36 views

Field on object not accessible in Report Builder

We recently started using Salesforce's Survey tool and are having trouble reporting on it. When I look at a SurveyInvitation in Lightning, one of the fields I can see is "Participant", and I can ...
0
votes
0answers
11 views

Accounts not assigned to territories Report

Attempting to create a report for Enterprise Territory Management, while following the implementation guide. The screenshot below comes from the Enterprise Territory Management Implementation Guide ...
0
votes
0answers
39 views

Making an object available for Report

There is a case here when the object was created, the allow reports option was left unchecked, and I need that to be checked again so that I can allow reports checkbox to be enabled. However, when I ...
0
votes
0answers
12 views

Formula Fields not appearing to be added to reports

I have a custom Object Patient which has formula fields like- Date of First Application, Date of Last Application. I am creating a report - Patient with cases. In this, i am unable to find these ...
0
votes
0answers
7 views

Make column to show total amount based on grouping

I have a report (below) that is grouped by pay period then pay element then pay item. What I want is instead of the Amount column showing two lots of 1000 (because there are two pay items) to show one ...
0
votes
1answer
31 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 ...
0
votes
0answers
9 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 ...
0
votes
0answers
15 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 ...
0
votes
0answers
20 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 "...
0
votes
0answers
34 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 ...