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Questions tagged [custom-reports]

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0
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13 views

Salesforce report filters

We have several reports which exclude Specialists by using a filter that has the names hard-coded. Finding these reports has proven difficult. Is there any way to query the reports to see which ...
0
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0answers
6 views

Change display of chart to show 3 types of data

I am using a report. This reports is linked to the lead object. Within the lead object it has two custom fields known as convertedDate and workType. I want to display number of records based on ...
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17 views

How to report on serialized data in a custom field on Opportunities?

I added a custom field (Long text )to Opportunities called 'Month_Breakdown'. It carries data like: 'Jan=10000&Feb=50000&Jun=20000&Dec=89000'. I would like to have a report that shows ...
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21 views

Activity Sharing Rule

We have a Sales_Rep who creates a Task and assign it to Manager using "Assign To" field. But when Rep changes the "Assign to" to Manager, he is not able to see the records anymore - its saying ...
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1answer
18 views

Accounts with activities report

The requirement is to create a account report with activities and if the account has 5 comments so far, i need to generate the report with latest comment. i tried to filter it with date field again ...
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1answer
15 views

Newby question - add a column to a report with custom data

I apologize in advance if my request looks like a mess :) I'm used to working with excel, and am new to SalesForce. I have a report with the names of departments, and I need to group by those ...
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0answers
14 views

Number of files uploaded to chatter

How can I get number of files uploaded to chatter by a specific user in reports?
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0answers
18 views

Matrix report with columns grouped with Date field has strange column added

Hi so my question is what is this strange column i can see after i group my columns with Date? I do not know what it shows and why it is there. How to remove it?
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0answers
15 views

On the fly roll-up Report

I'd like to be able to create a report showing a roll-up summary of Campaign Members per Campaign, where different date fields on the Campaign Member are summarized using a common date range. For ...
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0answers
11 views

How to send canvas chart as an attachment in email in Lightning component

I want to save the canvas chart as an image in attachment unfortunately i didn't get any way to do that.Please help me. This is my code. createGraph: function (component, temp) { component.set("v....
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1answer
17 views

How to create a Navigation Tab Item that isn't based on an Object record list

How do you go about creating something that you can make a navigation menu item that isn't based on Object lists? I need to create something that would generate some custom reports (default Reports ...
2
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1answer
133 views

Custom Link to Download/Export Detail Report in Lightning

My Org uses Salesforce Lightning. I am trying to develop a Custom Link for an SF object that redirects to a report, modifies a filter through the URL and automatically downloads the .CSV file of that ...
0
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1answer
15 views

Report to show duplicate cases created in 48 hours

I want to create a reports to show only duplicate cases (With same type and sub type) which is created within 48 hrs
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1answer
16 views

Salesforce matrix report

Hi I am trying to create a salesforce report to show the 3 columns Contact owner number of contacts per owner whether contacts have any activity on them or not(sum of relation) My report looks ...
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1answer
30 views

How can I include a report (not a dashboard) on a page?

I need to include a report in a lightning page. I can add the report in a Report Chart, but I want only show the report, no charts. I would like do it by standard, but I can developer a lightning ...
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0answers
25 views

The report chart is not available because the running user doesn't have access to a field used for grouping or aggregation

I have a report on a VF page and this report is not showing for a specific profile created newly on my organization say, operator. The Report is accessible to admin profile but not accessible to the ...
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0answers
14 views

Pardot - More control on the Lifecycle report

Our company recently acquired the Pardot tool for the Marketing and Sales teams and a question was recently raised regarding the Lifecycle Report. The teams felt that the report was too general and ...
0
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1answer
17 views

Report to track all actions in SF

How can I create a report that will help me to monitor all actions made in SF cases? For example, I've a user that is moving cases between views, updating/editing certain fields in cases, adding case ...
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0answers
23 views

How to create a new report programmatically and set audit fields?

I am looking to create a new report programmatically and set its audit fields (CreatedBy, CreatedDate, LastModifiedBy, LastModifiedDate). I followed this REST API Documentation to create a report ...
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0answers
9 views

How do I count records for multiple users as to how many times their name is listed across 2 or more fields?

We have a custom form which users populate their name in one of 3 fields along with the names of other users. I want a report that calculates totals for each user summing the times their name has been ...
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1answer
23 views

Report which generates all accounts with cases and opportunities [closed]

Condition: case opened date and Opportunity closed date difference on the account is less than or equal to 60 days.
0
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1answer
133 views

Custom report in Marketing Cloud using Discover Report type

I created a custom report to include multiple fields in my report such as campaign name, emails included in those campaigns, measures such as open rate, clicks, etc and most importantly information ...
0
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1answer
8 views

Pull report of all possible values(without their record entry)

I am trying to pull a report for timesheet. We are having a user field for the hours. Pulling user report is pretty easy. However we are getting those only users who reported their efforts. Need to ...
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0answers
26 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 ...
2
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2answers
111 views

Growth rate of one data extension

How could I track the growth rate of one data extension? I have a SYNC DE that forwards my users who come from CRM and another system to the respective DE for each BU i have. But would like to know ...
0
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1answer
52 views

Is there a way to export custom devleoped Chart(Chart was developed using Chart.js) to PDF with out using any other library

I have developed a bar chart using Chart.js library in lighting as standard dashboard doesn't help me to meet my requirements. I want to export to PDF with out using any other library. I tried ...
2
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1answer
182 views

Generating reports through custom link which works in Lightning as well as Classic

I want to create a custom link to navigate to a report mentioned based on the parameter passed to it but for creating a custom link which navigates to a report in Classic we need to pass the parameter ...
0
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1answer
32 views

Get the list of reports based on specific object

I am not able to get the list of reports based on specific object. Is there any way to get the list of Report Names and Report Ids based on specific object.
0
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1answer
68 views

Report on contacts, tasks and Notes

I am trying to create a report on 3 objects Contact task Content note but there is no standard report type to create a report on these 3 objects altogether, I have tried creating custom report type ...
0
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1answer
19 views

How to build salesforce report on a parent object having childs through Master detail and lookup relationships

Object A has M-D Relationship with Object B (A-Master, B-Child) Object A has Lookup Relationship from Object C (A-Parent, C-Child) Object A has Lookup Relationship from Object D (A-Parent, D-Child) ...
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2answers
160 views

Custom Report Filter logic in VF page

I have created VF page that get data from report and bind in VF page. There is also filter functionality implemented for this custom reoport. Now I have requirement to add Report Filter Logic like we ...
1
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1answer
37 views

Salesforce Report - Column list

I am trying to see if I can fetch all columns in Reports object. I have the before import pandas as pd from simple_salesforce import Salesforce sf_data_cursor = Salesforce(username='mail@mail.com', ...
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0answers
26 views

Sharing in Salesforce Community

I have a report based on a custom object X. X has a lookup to Account. The report is for Partner Community users. A commnunity user should only see the records of object X associated to the Account ...
0
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1answer
28 views

Custom “With” Report Type returning “Without” records

I discovered today with custom reports that have 'with' relationships that records 'without' related records are being returned. Custom Report Type: Accounts with Memberships When I run this report,...
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2answers
24 views

Report of Account Related Contacts infromation

i created Account Related 5 Contacts, Each Contact having Status__c (Picklist) Fieild. my question is .. Contact_1 and Contact_2 is having Status__c is A, Conatct_3 and Conatct_4 is having Status__c ...
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1answer
37 views

Unable to access report created on account ,duplicate record item

Created report for duplicate accounts, created on account and duplicate record item. getting "You don’t have sufficient privileges to perform this operation" error while accessing report
0
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1answer
91 views

Report on Monitor bulk data load jobs [closed]

Can someone help me to create report on Monitor Bulk Data Load Jobs? It is not available via configuration it seems. So is it possible via code and how? Thanks, Sanjana
1
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1answer
41 views

Restrict scheduled report emails on 0 records

There is any way to restrict scheduled report send email when report has 0 records?
1
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1answer
160 views

Unique Count of Accounts contacted

Trying to find a way to determine how many unique people we contacted. People are in multiple campaigns, so searching by assigned didn't get me the results I wanted. I tried searching for accounts ...
0
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1answer
22 views

Report for failure records of batches

Can we create and run report which summaries all the errors in the various batches in Salesforce? We have so many records failing in various batches. Thanks for your time. Thanks, Sanjana
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0answers
24 views

Sorting status group in custom reports

I've a custom case summary report which shows the total number of cases created, grouped by status. I want to sort the status grouping based on the level of status. However, Move Group Up/Down option ...
6
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0answers
465 views

How to dynamically retrieve ANY report in a folder using package.xml

In ANT or Eclipse I want to retrieve ALL reports of a given folder WITHOUT declaring each report in package.xml line-by-line expressis verbis. What Eclipse is generation, when I subscribe to a folder ...
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0answers
5 views

API in SFMC for Adoptiom information like number of supermessages send, etc

I need to get some informations with API about number of super messages used all time. Someone know how can I extract this informations using API?
0
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1answer
138 views

How to Add Row count in Summary report format

I want to show Top 10 Campaign in last year. Report type is Summary and then add this report into Dashboard. I can't see Row Limit option in this Report type. Can we do this ? Thank You.
0
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2answers
36 views

Reports and Dashboards stack bar chart

I have created Dashboard , component type is Table which is displaying New and Enriched contact. These two are the picklist value in status. But problem is when I run the Dashboard it is showing one ...
0
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0answers
27 views

Report containing predefined case team name

Can we create a report which contains predefined case team name and not the members? We have created a report with custom report type "Cases with Predefined Case team" but it shows case team name ...
0
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2answers
59 views

Is there a way to identify if any reports use Fiscal Year?

We are changing start of fiscal year to July. There are no of reports in our system and i need to know which all reports would get affected with the change. Any thoughts on how we can get the reports ...
0
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1answer
34 views

Generate Reports and Dashboards by getting data from External Services

I have a requirement where the users want to generate Reports and Dashboards by getting data from external web services. This data is not stored in Salesforce. We will have to call the webservice, get ...
0
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0answers
19 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 ...
2
votes
1answer
393 views

Reports on 'Apex Job' Salesforce

Apex Jobs can be monitored from salesforce but as per the requirement I need to display this in a report to make sure which Job has executed, failed, rescheduled for next time, Job Name and ID. ...