Questions tagged [custom-reports]

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17 views

Passing contact Id to cross filters as value to one of it's criteria in tabular report, will that be possible through code in lightning?

Need suggestion on how to pass contact Id to cross filter of tabular report which is opened, when I click on custom link on contact object in lightning. We have scenario, where it is working in ...
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26 views

Using Territory Management Users for Dynamic Sender Profiles

I was wondering if anyone has ever come across the use of territory users being used as dynamic sender profiles for a one-to-one direct marketing experience. The issues I am currently experiencing ...
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28 views

Reports for Opens in dark mode and device. Is there such a report in SFMC?

A couple of questions: Is there a report/query available in SFMC to gather users who opened their email in dark mode? Is there a report/query to find out what email clients users opened their email ...
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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 ...
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1answer
23 views

Is it possible to create a custom chart type in salesforce (one that can be used in reports)? [closed]

Salesforce reports lets you pick from a number of chart types (bar, line, pie etc), is it possible to extend these types for my org? I want to create my own chart type and make it available in the ...
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1answer
24 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 ...
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19 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 "...
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1answer
27 views

How to make a Report Folder publicly available for everyone in the org?

Title says it all: How to make a Report Folder publicly accessible for everyone in the org?
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20 views

Joined reports with master-detail relationship

I'm having problems trying to make a report of some custom objects, they're arranged like this: A (detail) <-- B (master) --> C (detail of B)(master of D) --> D (detail) Any ideas of how to get ...
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1answer
39 views

How to display summarised data as a text

I have a summary report on the User Presence object, it displays status duration at the summary level. the duration is in seconds and I need to display this in HH: MM: SS format. The problem I'm ...
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18 views

Number of unique Accounts per custom field report

I have a text field myTextField__c custom field on Account object and i want to create a Lightning report "Unique myTextFields" where i want to have a number (a dashboard gauge) of customers that have ...
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10 views

How to Generate a report with Role Hierarchy for custom object?

We have role hierarchy filter in Opportunity object. The same way i need to filter records based on role hierarchy for custom object. report type is standard. Can you anyone suggest me any idea how to ...
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1answer
25 views

Report for users with and without Activities shows Record Count (1) for users without Activities

I created a report that shows Users with Activities from this week. It groups records by Full Name and for Users with Activities, it shows a correct number of records. For Users without Activities, it ...
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1answer
68 views

Dynamic campaign name

I need a unique campaign name to match triggered send mails (e.g. journeys) in a further system (after export the report). Therfore I had the idea to put a suffix on the campaign name. E.g. ...
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1answer
28 views

Get field value User in Report on Custom object

Is it possible in Saleforce lighting to have a report on a custom object and get a field value from the user object without adding a formulafield on the custom object or is there a way to add the ...
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2answers
75 views

How to call report in xlsx file format

could you please help me how to call report Xlsx file format, i am tried to below code, but i am not get the result: public class BatchUtilClass { @future(callout=true) public static void ...
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1answer
80 views

I am not get the tabular report body in the attached email [closed]

I am not get the tabular report body in the attached email ,could you please help me. global class Exportertest implements Schedulable,Database.AllowsCallouts{ global void execute(...
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13 views

A report with a Custom Report Type has a field not properly displaying

I am trying to create a report that utilizes a custom Report Type. I need this report to have fields and get filtered across three objects, Contact - A, Inquiries - B (With or Without A), and Offers - ...
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1answer
80 views

Report Filters filtering only by created date

I want to Create some reports on Account object and i see as filter Created Date as well as to choose to filter between other date fields (find screenshot). I cannot lock this field or exclude it from ...
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58 views

MobilePush - Track Push Notifications' Opens

One of our customers has asked a detailed report of users who opened a push notification. Is there such a report or some sort of a data view to query from? would be very helpful. Thanks!
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97 views

Open a salesforce report in LWC page

Dears, is there a way to open a salesforce report inside a LWC page? i have tried to add an iframe but the problem is that it redirect to the report in new window immediately. and here is how i use ...
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8 views

Global Report NO LONGER Global

I created a Global Report for all my users that was working just fine. In the last couple weeks, two of my users stopped getting the report. I went to log in as one of them to find out why they ...
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24 views

salesforce Report Amount converted field is showing wrong values

We have created a report for opportunities which shows amount of product lines (Custom object created by us where amount is a custom field) and amount(converted). When we run the report converted ...
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20 views

Is there a way in lightning to use cross-filter reports in custom report links via url hacks for example?

We are trying to create a custom link report at the product page which shows all accounts which have been buying in the past but not in the last 12 months. We use report which links 3 objects: ...
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2answers
101 views

Can't pass 'greater than' or 'less than' operators in reportFilters via url

I have a lightning component that redirects to a custom report passing filters via url. This component is working inside a community and, as far as I know, you need to generate your url with a '...
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28 views

Can't redirect to custom report from community

I have a lightning component that redirects to custom reports including filters if needed and it's included inside one of our salesforce communities. The issue is that the generated URL works fine ...
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1answer
28 views

Report on average time before first stage change

I am looking to generate a report which would put out a very specific timeframe which is from the stage "new" to "open - on progress", irrespectively of current stage the opportunity is in. I tried ...
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9 views

Problematic Report Custom or Standard

Hello i have problem with building report. So the object structure is like that: What i need is: Grouped by Item and sub grouped by Item Revision report of all of incomes ( which are stored on ...
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42 views

Salesforce Reports Grouped By Dates on Non-Required Fields

I am trying to make a report that is grouped by a Date field (not DateTime). When I'm creating the report, things are fantastic. It shows exactly what I need. The problem is when I attempt to save and ...
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1answer
27 views

Delete Report Folder From Managed Package

We have managed package with custom Reports. We are planning to clean up some folders. Will it be a problem if report folder is deleted from Managed package which is already added in package earlier.
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14 views

Report Formulas - Divide Summary Field by Number of Users

I am trying to find the Average Number of Hours each user logs per week (by Billable vs Non-Billable Hours). I have attached a screenshot. I want the sum of the hours (20.34) divided by the number of ...
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1answer
19 views

Activity Information Fields

While creating a report on Events and Activities, I can see the following fields available. However, these fields are neither available on Event nor or Activity. I have checked the field list from ...
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1answer
98 views

Unsubscribe v/s Unique Unsubscribe

Anybody knows what's the difference in Discover Report about Unsubscribe v/s Unique Unsubscribe. I created a report by month and the numbers between the two measurements is so different. I attached ...
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1answer
26 views

How to have a Visualforce page with a dynamic criteria in a Report Chart

I would like to have a Visualforce page in a record which displays a report. I want the report to have run a query in the report based on the value of a field in the record in which it is being run. ...
1
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1answer
171 views

Email personalization when sending to Salesforce report or campaign

How can we personalize the emails when sending to Salesforce Report or Campaign? How do we use personalization strings with data from Salesforce as Reports and Campaigns? or should we directly use ...
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61 views

View report records by queues not working

I have a custom report (Sales Orders with Work orders) but it doesn't filter out by queues. Both objects are on PRIVATE in the OWD and I have set the filter to the one in the print screen Any user ...
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1answer
214 views

iframe showing report inside Lightning Component

I have a Lightning Component which has an iframe. The src of the iframe is the URL of a report to which a "fv" parameter is passed. The component is within an Account Lightning page, on a tab which ...
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17 views

Standard Report

What would be the problem on my report, It says that I have 17k record but It only represent 13k.I have only two sections ; First of null emails with ~10k 2nd of emails with ~2k
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1answer
30 views

How to create a report when there are five relationship objects?

I have 5 Objects and they have a relationship with each other as shown above. Now I need to create a report to Object E values based on the condition of object A, B, C, D
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1answer
27 views

View only dashboard without access to report

i want give access to user to dashboard without Access to report , i want hide the link in blue for example. Thankyouuu
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16 views

Security - See which user exported reports [duplicate]

Is there a way which I can know which user made export to report? Details about the user, date and time and the report name? (A free tool will be great). Thanks!
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27 views

how to schedule report or dashboard as different user? [duplicate]

I have a lightning community with two profiles types. Managers and Promoters. I need a way to email schedule reports or dashboards to the managers with the informacion of its own promoters. it is ...
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11 views

ReportBuilder: Create Summary Formula based on Grouping results

I am grouping loan objects by "Borrower Name" and "Closed Current Year" for a report. I want to find the total number of rows that have a (loan) record in both the "0" and "1" column of the "Closed ...
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1answer
31 views

Report that shows the last date sent per contact

I would like to remove dormant subscribers from Salesforce Marketing Cloud. To that end, is there a way to build a report that can show me "last send date" and "total sends" by subscribers? Thanks!
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12 views

Annual revenue filters in the report

I'm trying to calculate the gross annual revenue for the last year. But my filters seem wrong to me. I consider the interval between starting and final dates. But what if the date started in 2017, and ...
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2answers
20 views

Specific numbers for report performance issues

According to the documentation, there are a few items that can make report performance worse. These include: Querying too many objects Dealing with intricate lookups Report has too many fields Does ...
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0answers
16 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 ...
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0answers
11 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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18 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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23 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 ...