Questions tagged [custom-reports]
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226
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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 (...
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14
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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 ...
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10
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How to show data on Reports/Dashboard till particular level of role hierarchy?
I have a requirement of showing data on reports/dashboard for logged-in user till a particular level of Role hierarchy.
For Example, If CEO is logged-in into the Salesforce Instance he can see every ...
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57
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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 ...
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20
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How to create report and Dashboard for Forecasting Quota?
I have a Use Case in which we have custom LWC component in which we choose a tool and a form opens which allow user to create a custom Object record. I need to show a chart which shows the total usage ...
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21
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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 ...
- 253
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1
answer
23
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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)...
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25
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Field History Report That Only Shows the Most Recent Change to the Field?
I'm trying to build a report to show the most recent change to a particular field within our Opportunities. I already have the tracking set up and can build a report showing all the changes to that ...
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1
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24
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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 ...
- 537
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40
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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 ...
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26
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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 ...
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78
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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 &...
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2
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31
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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 ...
-1
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1
answer
255
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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 ...
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56
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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 - ...
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309
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; ...
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1
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269
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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-...
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47
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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 ...
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190
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How to divide row count over a specific column in a report
I have a matrix report of opportunities, and stages group the columns. I need to divide the row count of each stage over the first stage (column), for example, first column / second column, first ...
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1
answer
74
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 ...
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29
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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 ...
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1
answer
179
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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 '...
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2
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80
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 ...
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2
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528
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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 '...
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409
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"The request body is either invalid or incomplete."
I'm using the analytics studio to build a dashboard right now. I put 2 reports about campaign influence, that I created via "Reports", one for customers and one for prospects. I want to put ...
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632
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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 ...
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1
answer
239
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 ...
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444
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How can I report in Salesforce cases open vs closed in one day
We are trying to build a report in Salesforce for the last 30 days that shows for each day, the amount of cases opened and the amount of cases closed(in total, not how many of the opened were closed). ...
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2
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296
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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
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1k
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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 ...
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72
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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 ...
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67
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How to get Next Group record count in report
I am creating one opportunity report that will show the percentage to complete the next stage. And the report is having group by Stage field.
Formula - (Next stage record count/Current stage record ...
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241
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Salesforce Report Options for Notes and Attachments with a Custom Object
I have a requirement to show a report for notes and attachments which are associated with a parent custom object.
with salesforce reports its a limitation and we cannot link notes and attachments with ...
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127
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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 ...
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140
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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 ...
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143
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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 (...
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1
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898
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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.
...
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1
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383
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 ...
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91
views
Filter Report Closed Date to only show closed cases within the past 12 months
I want filter report to show all close date within pass 12 months. It works for last week, last month but its not working when I filter by close date within the pass 12 months from the close date.
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64
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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
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261
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Cannot see the report list in Community
Hi in my community want to show the Menu item called by myself Reports from the type Site List and page Report List. I already have a shared folder shared with the user from my community that is ...
user120821
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58
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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 ...
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107
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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.
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569
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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 ...
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1k
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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 ...
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237
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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 ...
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1
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1k
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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 ...
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266
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For custom report types with one-to-many object relationship, how to filter *after* join
(NB: As per comments, this is specifically a technical question around Salesforce reporting capabilities.)
Reports using the standard report type "Opportunities with Products" will include ...
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2
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4k
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Way to filter by row group count > 1
Requirement is to filter for report with multiple complaints for same customer. Added account as grouping by row but unable to filter the group count > 1 kinda of statement. How to achieve this in ...
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1k
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Report with Contacts with Activities and Opportunities [closed]
I am trying to create a report in Salesforce that will display all contacts that have activities and opportunities. Is there any easy way to do this or is it even possible? I tried doing an activities ...
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