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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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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
351 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 (...
0
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1answer
65 views

Need to create leads with or without activities and also show task field in the report

I need to create a report on Leads with or without activities and also need to show lead task field in the report... new bee....
1
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2answers
495 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 ...
0
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1answer
111 views

Report - Recreate Standard Report Type

There is a standard report type Campaign with Contacts that has almost everything I need. Is it possible to clone this report type? If not, what objects should I join in my custom report type to get ...
1
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1answer
228 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 ...
0
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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.) ...
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 ...
0
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0answers
35 views

Creating a report on users using mobiles platforms by month

I want to create a report on users who use salesforce through ipad and mobile. is it possible to do this ?
1
vote
2answers
709 views

how to pass operators dynamically to if condition

I am trying to implement multiple filters on visual force page to generate custom reports by using external system data from rest call.I am not going to store anything in salesforce objects.So i have ...
1
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0answers
334 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 ...
0
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3answers
2k views

How to get reportType for many reports

I'm currently getting some basic information regarding all of my reports like so: SELECT Id, Name FROM Report I have around 5000 reports. I'd like to be able to get the type of report as well (...
0
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2answers
74 views

Report Type issue?

I have created Report Type Opportunity without Contracts (Criteria used primary object- "Opportunity" and Contract as the related object. Relationship used - "A" records may or may not have related "B"...
1
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1answer
203 views

Status field on ContractLineItem not available for reporting

I am creating a custom report Type with Service contract as primary object, and ContractLineItem as secondary object (both standard objects). On ContractLineItem, i need to include "Status" field (...
8
votes
1answer
993 views

Reporting: Grouping by Date (Calendar Month) without omission of empty months

I'm generating a series of RevenueItem__c objects, which are master-detail related to Opportunity. The series is sparse: there are month with and without RevenueItem__c objects. Even gaps of many ...
0
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1answer
2k views

Generate a conga report with account and 3 custom objects

I have 2 parent objects - Account and SP. Account has one child object - Actls and SP has another child object - Trgt. I want to fetch data from 2 child objects - Acts and Trgt in same table set. I ...
0
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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 ...
0
votes
1answer
239 views

Error: The value is only allowed in Mobile Configuration Filters

I want to display All Cases owned by user, grouped by Status using Standard Reports. I selected Cases from Customer Support Reports folder and applied a filter Case Owner equals $User.Id for cases ...
3
votes
3answers
2k views

How do we setup a report to show year-to-year comparisons by week or a particular date?

We have Salesforce with the Nonprofit Starter pack. Does anyone know how to do year-to-year comparisons (based on week) based on a particular date range? Please see image below for format of report we ...
0
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1answer
192 views

Reporting magic between Contacts and Activities - filtering joined reports across different criteria

We're trying to create what seemingly should be an easy report (and can't get it to work) where we measure the total number of user activities in the Contact object over the past 7 days by user vs the ...
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
331 views

How to add custom filter in salesforce dashboard

how can i add a select box to select time period in dashboards, or in which way to proceed to acheive this I added filter to dashboard, but im unable to set the filters for this month, last 6 months, ...
2
votes
1answer
650 views

Case Article vs. Knowledgebase Case Article. What's the difference?

I am working with reporting on Knowledge Articles. One metric the business would like to see is cases being associated with articles. This is pretty straight forward and I use the CaseArticle Object....
1
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1answer
401 views

Activities on Opportunities

I am trying to pull the report for activities on Opportunities. I have created a CRT "Opportunities with Activities" and deployed it. When I am trying to pull the report for all opportunities for ...
0
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1answer
1k views

Creating report to pull activities

Iam trying to create report that pulls activities related to account and also activities related to contact and opportunity from that account, is this possible? i tried to create custom report type ...
2
votes
1answer
116 views

Force.com - custom report type

I made a custom report type . I included a few objects and related them using object relationships which was correctly displayed in the set (Venn) diagram . However , the fields of these objects are ...
1
vote
1answer
4k views

Records not showing up in report

Situation: Custom object 'MOP' has a master-detail to Opportunity Custom object 'Product Revenue Projection' has a master-detail to 'MOP' Custom report type Opportunities with MOP with Product ...
1
vote
1answer
452 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
4k views

Custom report type is missing

We have few reports based on one custom report type (e;g efforts with case) but weird part is when i try to edit this custom report type; it is not showing up... but I am able to create reports of ...
1
vote
1answer
360 views

Cross Filter Disabled For Report with Master Detail Custom Report Type

We have a custom report that uses a custom report type but when we try to add a cross filter on the report the option is greyed out / disabled. The custom report type has a relationship from ...
8
votes
1answer
10k views

how to deploy a report type from sandbox to production

It does not seem to be possible to deploy a report type using the deployment wizard in salesforce. How can I deploy a report type from my sandbox to my production org? I need detailed instructions.
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]--> ...
0
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0answers
736 views

Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
0
votes
1answer
102 views

Create report which shows Opportunties in Stage X for longer than Y days

I would like to create a report that will show Opportunities that are stuck in stages 5-8 for longer 5 days (in each stage, not collectively)
11
votes
1answer
334 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
1answer
3k views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
1
vote
2answers
133 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
1answer
947 views

Custom Report Generation -VF Salesforce

I have a requirement where I need to create a custom VF report which will be created automatically every month and will be sent to the respective client along with email template. Though I have not ...
7
votes
3answers
997 views

Report Type Clean-Up

We are planning to do a clean-up of our report types and are looking for any recommendations/best practices around this. Could you help us with the following questions: We noticed that when you ...
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
42 views

Help need for the reporting

My requirement is to create a dashboard bar graph X-axis as createddate(MONTHLY) and the y-AXIS (RECORD COUNT) In the first image i had Groupby N EP/DPI: and write formula as ROWCOUNT/ROWCOUNT IN ...
0
votes
0answers
1k views

Filter report using current ID

I have a report. The idea is, in a standard layout, when i embed the report, to filter it by the current if of the record that is being viewed Example: xxx.salesforce.com/b0UI000000CuzXXXXX Is it ...
1
vote
1answer
177 views

Best way to link objects for report

I am struggling to build a report that links and Opportunity to a Contact to a custom object. Here are the basics: Opportunities are actually jobs and the account id is the business. Each opp has a ...
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 ...
1
vote
2answers
2k views

Translate Custom Reports and Dashboards name in other language

Hello Sir, Here I have Problem how can i translate Custom Reports and Dashboards name in other language I can translate label and field in other language but here i unable to translate Reports and ...
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 ...
2
votes
0answers
76 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 ...
0
votes
1answer
56 views

Repor Types excluding records

I wonder about something: when admin create report types (including parent and child object ) with Each "A" record must have at least one related "B" record option and then create report. The ...
0
votes
1answer
125 views

Is there a way to report on who Last Published a Knowledge Article?

There are a number of fields available for version history tracking on Knowledge Articles, but I am not seeing where we can include who last published an article. When you look at the Version History ...
1
vote
2answers
2k views

Chatter Comment Feeds - or Hashtags - Reporting

I have a Case system in place for handling "Salesforce and Other Requests" in our company. People submit Cases, they get handled and closed. For both "fairness" purposes (a Case is meant for ...