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Questions tagged [custom-reports]

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VisualForce apex markup code to open salesforce report using its name

I am having scenario where salesforce tabular report needs to be opened using the report's name(and not id) through VF Markup. I have tried the following in VisualForce Markup and a new page opens but ...
bibar's user avatar
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13 views

Create report including knowledge title and topic name

We are trying to build a report to include both knowledge title and topic name. However, topic assignment doesn't give options to show related articles as well as they don't allow to traverse generic ...
Patlatus's user avatar
  • 17k
-1 votes
1 answer
49 views

History Field Tracking - Reports / Object - Task

I have a question: a client is asking me to track many task fields for audit purposes. According to what I saw in the documentation, in the task object, you can track up to 6 fields. Additionally, ...
Jonathan Grosso's user avatar
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0 answers
15 views

Making Record Count Cumulative Across Monthly Grouping In Report

I have a report for custom object, Tasks. There's a column for the task name and then I've grouped the forecasted date for each task by row and by month. Example: Task Name Forecast Date January 2024 ...
introspective7887's user avatar
1 vote
0 answers
32 views

Assistance Needed with Left Joined Custom Report

Assistance Needed with Left Joined Custom Report I have a custom report that combines two objects, Intakes (Leads) and Matters (Intakes converted to Matters), using a left join. I opted for a left ...
Shakti's user avatar
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0 votes
2 answers
51 views

Packaging Reports containing field to field comparisons

When attempting to package a report that contains a field to field comparison is shows the unique Id of the field in the metadata as opposed to the field API name. This means that it cannot be stored ...
Jack McGrady's user avatar
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0 answers
32 views

SF report formula - date

I would like to add additional column in report where function will be checking if the condition is met. Formula should check if order priority is: High and then if creation date of order is less or ...
Marek M's user avatar
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0 answers
11 views

Unique opens is zero, but total opens are 3?

I run a report about a journey send at Marketing Cloud, and for one date, I have the total opens = 3 and the unique opens is zero. How is it possible?
Tamyris Ayumy's user avatar
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0 answers
25 views

Error in graph when trying to calculate lead % change month-to-month

I am trying to calculate the month-to-month lead % change for my company. I have the created month as a grouped column and I used the following formula to calculate the % change: (RowCount - ...
rts1994's user avatar
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0 answers
30 views

Report of Accounts without Leads

Is there a way to create a Report of Accounts that do not have a related Lead? It can be done in SOQL: SELECT Name FROM Account WHERE Id NOT IN (SELECT ConvertedAccountId FROM Lead WHERE IsConverted = ...
AlwaysThinkin's user avatar
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0 answers
23 views

Returning Count is different for Reports for two different Profiles

I have created a report with Filters I got like 300 run values another Person with a different Profile has created a report with the same filters that I used but they received 250 as run values. What ...
clargan's user avatar
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0 answers
598 views

Joined reports error: no common fields on the report type

I have two report types: Report type A: Contact Roles Report type B: Sport Affiliations They both share the Lookup field "Account". But still I get this error: "Choose a different ...
Lut's user avatar
  • 287
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0 answers
302 views

For the filter: Invalid date (Valid date format D/MM/YYYY)

Our report does not work when we add a formula(Date) field on the report filters and whose value is set to a relative date such as CURRENT FISCAL YEAR. The error is: For the filter 3: Invalid date (...
dev4life's user avatar
  • 510
-1 votes
1 answer
61 views

How to show data of a team in reports and dashboard?

I have requirement of showing data of a team in reports and dashboard. See the attached Image - In this Image, 20, 18, 20, 18 is record count of records created by each Manager. I am able to plot the ...
Parvez Alam's user avatar
0 votes
0 answers
178 views

Row Level Formula With Picklist

I am trying to say if campaign names are equal to certain names, then change from registered to attended, otherwise just put the results of the field. The issue is that the field is a picklist so ...
AaGel12's user avatar
1 vote
0 answers
136 views

How do you effectively use URL parameters to manage a large number of dynamic Reports?

This question is borderline opinion based, but hopefully still acceptable. How do medium to large organizations manage Reports that should have dynamic parameters? Consider a company that has ...
kennyc's user avatar
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1 answer
130 views

Unable to find standard report type "Opportunity History" in reports

I am the admin for my salesforce org. During report creation, I can't to view the "Opportunity History" report in the report type lists on my report type selection screen. (Refer below image)...
Raj's user avatar
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-1 votes
1 answer
36 views

Reports to cleanup

I am trying to get a list of reports that need to be deleted from Salesforce. I have created a report of reports with the below criteria. The report seems fairly accurate and I am trying to get the ...
Balaji Pooruli's user avatar
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0 answers
217 views

How to filter to latest date of Opportunities on an Account

I’ve spent a good amount of time trying to figure out or find this answer - I created a report showing fields from both Accounts and Opportunities and there are sometimes multiple Opportunities tied ...
Kari Hedrick's user avatar
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0 answers
38 views

Not seeing the object I want for the c level of a new custom report type

I cannot figure this out for the life of me. We have pretty much all custom objects (most are via a managed package from the exchange app ADvendio). I'm looking to simplify the way we process ...
Courtney's user avatar
1 vote
1 answer
496 views

How to report on the status of email messages related to a specific record?

I'd like to create a report that presents information such as the EmailMessage.LastOpenedDate and the EmailMessage.Status for emails sent that are related to a specific custom record. When I look in &...
Keith C's user avatar
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0 answers
130 views

Creating a Report on Flow Orchestrations

I have a flow orchestration that I am using to track progress of a process in my system. I would like to report on the average duration on certain stages. These can easily be found on the ...
Liam Gatt's user avatar
  • 128
-1 votes
2 answers
60 views

Report not showing records created by another user

I created a report for a custom object, but the report doesnt show all the records I want it to show. The difference between the records that show up and the ones that I don't seem to be whether or ...
Hans Rogg-Desormeaux's user avatar
-1 votes
1 answer
1k views

Blanks filter doesn't works

I created a Salesforce report and want a field to be filtered to only show the ones containing certain text. I used a filter with contains: MXN APT SET It shows those (about 800 results) but also the ...
Dorinicee's user avatar
0 votes
0 answers
108 views

Rolling Average Report for Closed Deals By User in Salesforce

I am trying to create a Rolling Average Report in Salesforce to show the Rolling Average of Deals Closed by each User. Example Of Rolling Average : USER 1 JAN - Average of Jan Closed Deals FEB - ...
Rajasekhar's user avatar
  • 1,601
0 votes
1 answer
532 views

Issue on Report Edit

I am trying to edit one report. as soon as i click on edit button of report, i was getting this below error. This page has an error. You might just need to refresh it. [Minified React error #185; ...
Priya's user avatar
  • 3
-1 votes
1 answer
710 views

Can I transpose columns to rows in a SFDC report?

If I dont have Einstein Analytics, and I want to report on a single object, and transpose few columns into rows, with rest of the fields repeating, is this possible in another method in the Out-of-the-...
Eashwer B. Iyer's user avatar
0 votes
1 answer
118 views

How do I make a cross tab report where the intersection is a text field value?

I am using Salesforce to track milestone completion for PhD students. I would like to make a crosstab report that shows the student names down the left, milestone names across the columns, and then ...
Nick's user avatar
  • 1
-1 votes
1 answer
210 views

Link to report without report ID

Is there a way to create a relative URL link to a report? For example, a link that would be valid in test, QA, and prod. Since the report ID would be different in each environment, would need a way to ...
Douglas Mason's user avatar
0 votes
1 answer
34 views

Reporting structure --> column level summary formula aka, how many accounts have no invitation

so i have a propblem regarding Reporting Some Numbers : in Our Structure to All accounts, some have contacts and from some of these Contacts the field we Called : customer portal status, is either ...
Lionceau Osahon's user avatar
-1 votes
1 answer
766 views

Reports: Accounts with Opportunities

I am trying to build a report in Salesforce. I am using the Accounts report type. For context, I have 5 Accounts and each Account has 5 Opportunities. If one of the Opportunities contains the word '...
spal's user avatar
  • 155
-1 votes
2 answers
138 views

Row-Level Formula

What is wrong with my formula am getting the following error: IF((AND(ISPICKVAL(STATUS, "RESOLVED")))'&&'((CREATED_DATE - LAST_UPDATE))>48) Warning Error when encoding row-level ...
Magezi Raymond Ssebyala's user avatar
0 votes
2 answers
1k views

Datorama (Marketing Intelligence) Calculated Dimensions AND statement

I'm trying to set up some custom filters to combine data from a few sources, using Calculated Dimensions. I'm able to create a single filter using: IF([Web_Analytics_Site_Campaign] contains '...
jdblundell's user avatar
0 votes
0 answers
820 views

App Customization Specialist issue- Build Volunteer Tracker app reports

I'm getting error as : Challenge Not yet complete... here's what's wrong: The 'My Upcoming Confirmed Shifts' component is using the incorrect source report. I have used My Upcoming Shifts report in ...
Ravinder's user avatar
0 votes
1 answer
427 views

Incoming chats per hour in a report

I am looking for a way to capture the number of incoming chats we get per hour for a particular month. For example : The number of incoming chats per hour for the month of November. Is this achievable ...
AlizehS's user avatar
  • 17
-1 votes
2 answers
454 views

Case Feed Object's field 'Body' is not showing up on filter - Reports

Case Feed Object's field 'Body' is not showing up on filter - Reports..But I am able to add the field 'Body' as column on reports
Mohammed Musaddiq's user avatar
1 vote
1 answer
1k views

Show Me "All Opportunities" randomly filters the data by Role

I am experiencing some major frustration with a matrix report. I have a report that shows opportunities grouped by Closed date and then by a Custom grouping value I would like the report show include ...
Ben Plunkett's user avatar
0 votes
0 answers
141 views

How to save a report's result as a csv document in salesforce

I have a report that needs to run monthly and save its result as a CSV document inside salesforce. The report is currently scheduled to run and send the result as an email but the request is to change ...
Bahman.A's user avatar
  • 858
1 vote
0 answers
151 views

Report : Save hierarchy level not working

When a user creates a report with specific filters, they were unable to see results. As a admin i'm enabling the Save Hierarchy Level in report properties. After some time again the user cant see the ...
Emmanuel Angelo.R's user avatar
0 votes
0 answers
220 views

Custom fields are not visible in custom report type

I am not able to see all the custom fields of an object in custom report type which is recently created. I have opened the report type and tried to edit the layout but the custom fields are not ...
Guest's user avatar
  • 11
0 votes
1 answer
233 views

How to Show Current Fiscal Year's Revenue from Accounts Created From Google Ads Prior to This Year?

I'm trying to create a report that allows me to see closed won opportunities from the current fiscal year, but only from accounts created prior to this year and created from a Google Ads campaign (...
Jeff Purcell's user avatar
0 votes
1 answer
1k views

Is there away to schedule a report which contains all the email sends and it has be sent to a particular email ids on weekly basis in marketing cloud

I need help to create report for all the journeys which we have triggered and this report has to be mailed to a particular set of email ids automatically on weekly basis. Is there a way.. pls guide. ...
DSK's user avatar
  • 1
0 votes
1 answer
639 views

Report to show "My" Accounts but based off different User Lookup instead of Account Owner

We currently have an additional custom user lookup field on Accounts called CS Rep. I am trying to dynamically run the report as if I were the CS Rep. This way I can run a single report to send to ...
NoviceAdmin80's user avatar
0 votes
0 answers
81 views

How to write summary formula to calculate percentage based on coloums total?

I did some research but i am unable to get it. I want to create a formula for this calculation: Total Records- Total CompletedOnboarding/Total Records *100. Please guide
Rajiv Singh's user avatar
0 votes
0 answers
87 views

Some Quote Numbers are not showing in my custom Report

I have a group of rows of Service Branch and Quote Number, Service Branch is "MO Branch", and Other Quote numbers have the value of Service Branch "MO Branch". My question is why ...
user123152's user avatar
0 votes
1 answer
162 views

query only recalled record for approval process

I have a requirement in which I need to query only those record which are recalled, is it possible for using query or through report.
Ali Khan's user avatar
0 votes
0 answers
948 views

Count the number of Groups in a report in Salesforce

I am trying to create a report of Account and Orders where I am grouping by account to get the accounts with at least one order. I want to count the number of Accounts(which is number of groups) with ...
Isha's user avatar
  • 163
0 votes
0 answers
1k views

Average Record Count Per Month Report

I am looking to create a column on a report that shows the average record count per month. I am unable to add a row level formula to this report. The blacked out parts on the image represent the ...
user120752's user avatar
0 votes
0 answers
396 views

Dashboard problem in Mobile App

I have a problem with my Dashboards in mobile app. I have created two Dashboards. I put these Dashboards in a Home Page with conditional visibility based on the country of the running user. For the ...
Grace's user avatar
  • 1
1 vote
1 answer
1k views

Formula Field to calculate conversion rate of one stage over another stage in contact object in reports

My requirement is I have a custom picklist field in the Contact object name stage, like MQL(Mkt qualified Leads and DQ(Disqualified leads) SQL(Sales Qualified Leads) Now I would like to calculate and ...
Nishant Chaudhary's user avatar

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