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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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1answer
292 views

Can we clone/edit standard report type in Salesforce?

I want to add a new feild to standard report by default without drag and drop from report builder. For custome report types,I am able to do this . How can I achieve this for standard report types?
1
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1answer
26 views

How to add hyperlink to custom case numbers in Reports

We have a visualforce page which is used to input details about quality issues and create cases. I've created a custom case number field for newly created cases in an auto-numbered format. I've to ...
0
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0answers
52 views

Scheduling Report Error : Salesforce.com could not email the report to any of the specified recipients

I have a create separate profile for a user who has the following set of permissions: Schedule Reports Manage Reports in Public Folders Subscribe to Reports Schedule Reports The user is able to ...
0
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0answers
33 views

Lead Report is not displaying data

I have two fields in my Standard Salesforce lead report, One is text and other one is date field. When I ran my report it is observed that, the report is showing all the leads info with text and date ...
0
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1answer
66 views

Custom Report Type with Multiple Parents?

Is there any way to build a custom report type that links to multiple parent object types? For example, my Opportunity links to a Contact and to an Account directly, but I can't figure out how to join ...
1
vote
1answer
85 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
1answer
102 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
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0answers
39 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
1answer
19 views

How to create standard Report with record data as column labels?

I was asked to create a standard report to show data from master-detail object structure. Sample Data looks like this: and I am looking to create report as below: I have tried Matrix report and ...
0
votes
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 ...
1
vote
1answer
141 views

How can I translate a “child relationship” reference into an object API name (external software via API)?

I'm poking around, writing a Python script to fetch ".reportType" XML files for all ReportTypes in an org and then do various things to those files. First up is figuring out what tables they include. ...
0
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1answer
101 views

Adding a custom field from OppLineItem to a custom report type

I have a custom field on the OpportunityLineItem and want to show it in a custom report. Current setup: Custom Report Type: Invoices with Asset OpportunityLineItem- child of Opportunity Invoice - ...
0
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1answer
113 views

Mass renaming custom report type field labels

One of the great things about custom report types is that you can renamed the field labels on the columns. This could be done if say you wanted a CSV export to have column headers that confirm to a ...
0
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1answer
16 views

Imported data missing from report

We have a report that a customer built on their production org. It reports on an object and also pulls data from a related list on that object. The data that has been created since their production ...
3
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0answers
490 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 ...
1
vote
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 ...
0
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0answers
796 views

Why is this Custom Report not showing all records?

In order to build a mailing list our marketing team could use on a regular basis I have created two custom fields on our Account Object, that relate to two different contacts. I then created a custom ...
0
votes
1answer
15 views

create report for checking contact and usera are available for one user in salesforce

There are contact and users available in salesforce with same user. For contact and users email address will be same. I need to verify in report that all the users have contact created. Could you ...
1
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0answers
129 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 ...
0
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0answers
305 views

Generating campaign report with each subcriber unique interaction

I'm trying to create campaign report where it shows each subscriber interaction. by default SFMC, generate report for by aggregating email name with its tracking result. Without mentioning each ...
0
votes
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
0
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1answer
150 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 ...
0
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2answers
1k views

Dashboards failed to deploy using outbound changeset

Pre-requisites already deployed: Reports & Dashboards Folders Custom Report Types Reports When uploading Dashboards I get this unhelpful error : Your upload failed. We're sending you an e-...
0
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2answers
22 views

Lead Report with Account object

I have a custom lookup field created in Lead object lookup on Account. Now I want to create a report where I want to get all lead fields but also a field from account object other than account id. I ...
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
1answer
86 views

UserLogin Object field in Reports

I need to add some fields IsFrozen, Unfroze date which are present in the UserLogin Object in a custom report type. But unable to do it so far. Also, I read that the IsFrozen field cannot be included ...
1
vote
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 ...
3
votes
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$...
0
votes
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 ...
0
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0answers
189 views

Frustrations with creating report types using multiple custom objects

I am trying to do something that at first seemed simple, but has turned into a frustration. Basically, I am trying to create a report that joins 3 custom objects, all of which are joined by master-...
2
votes
1answer
309 views

Managed package report(s) missing in production

Got a problem: in our organization we have 1 production and 1 full sandbox. In both we have a same application with same version. Today users started to complain that they couldn't get access to one ...
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 ...
0
votes
1answer
1k views

Lightning Report Chart on Case Detail - Filter by Account

I am trying to get a Report Chart component in Lightning Service Console to auto-filter down to display average response time by account (Parent account for the case being viewed). However, the only ...
0
votes
2answers
55 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
2answers
432 views

created date in report showing only date value in salesforce

The standares field 'Created Date' showing as Date value when running report. I have queried same field in workbench. Its was showing Date time value. How can i display Date time value in report also. ...
0
votes
1answer
2k views

How to add formula field on dashboard filter?

I have created a summary report and added that report to the dashboard. When i am trying to add a filter on dashboard i am getting formula field of opportunity in filter option. And also not getting ...
0
votes
2answers
70 views

Help with report - optimize report filter logic

Need to amend a report from my predecessor that will show all the tasks which are created by a user but not assigned to them (and vice versa) e.g. Created by MR A and Assigned to MR B - NEVER Created ...
0
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0answers
110 views

Report Summary type with Chart having custom field in Y axis

I need to create a Report of summary type with a custom field in Y axis. But every time I try do that getting only option as Record Count. Can someone please let me know how to achieve that? Below ...
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 ...
0
votes
1answer
25 views

Users removed from Scheduled reports

Kindly suggest how to remove any users removed from Scheduled reports.
0
votes
1answer
2k views

Reports - Field not showing up on report

I am trying to create a custom report but a field on my contact object is not showing when I'm building that report even though I added that field to the page layout of the report. On my contact ...
0
votes
1answer
51 views

Custom reports with Partner related fields in filters can't be run by portal user

When preparing reports for a portal user I find they are unable to run my custom "Account, Opportunity, and Partner" reports that reference a Partner field. When they try to open such a report they ...
0
votes
1answer
801 views

Adding Multiple Objects to Reports and Showing Fields

I am looking to report on 3 objects: A, B, C. Further, I want to generate a single report that can show all the fields on A, B, and C. Object A and B are related and objects A and C are related. ...
0
votes
2answers
41 views

Standard Report but Creating an Exact Same Custom Report Won't Show the Same Results

I was playing around with reports and I used one of the standard reports Contacts & Accounts. It generated results. I then tried going into custom report types and did the same thing. I selected ...
0
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0answers
19 views

Cannot create Report Type

I have the following objects: Contact Linked Contacts The Linked Contacts is an object that groups certain contacts. I want to be able to create a report type of contacts with or without Linked ...
0
votes
1answer
23 views

CRT on a history tracking fields

I have a custom object for which history tracking is enabled. I want to creatr a custom report type for those history tracking fields. Please help me out.
0
votes
1answer
353 views

User cannot view the report even though the report folder is shared with the user

We want to share a report with a particular user called A in salesforce. So we have placed the report in one folder and shared the folder to the user A and assigned the permission called 'Viewer'. ...
0
votes
1answer
482 views

How to export a Report with large amount of records

I have a report of custom report type in unlimited edition with 3000 records, When I try to export,customize or run the report. The data is not showing up. It is giving the message like the report is ...
1
vote
1answer
328 views

Modify standard report type - help with opportunity report

I would like to query all products and select multiple users from my opportunity teams but using salesforce's out of the box report (Report Type: Opportunities with Opportunity Teams and Products) I ...
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