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Questions tagged [custom-reports]

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1
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1answer
26 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
13 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
0
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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 ...
0
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1answer
27 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 ...
0
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0answers
19 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
7 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 ...
0
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0answers
16 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 ...
0
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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 ...
-2
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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
97 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
votes
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 ...
1
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0answers
22 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
votes
2answers
92 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
27 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
votes
1answer
84 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
27 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
28 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
16 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) ...
0
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2answers
90 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
vote
1answer
31 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', ...
0
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0answers
25 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
25 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,...
0
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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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0answers
10 views

How to create report showing % of questions answered by month. (We have Community installed)

I can't seem to figure out how to create a report showing the percentage of questions that receive at least one answer, calculated by month, for the current calendar year. Our iteration includes ...
0
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1answer
32 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
64 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
29 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
101 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
0
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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
308 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 ...
0
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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
votes
1answer
88 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
25 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
19 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
57 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
votes
1answer
25 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
18 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
294 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. ...
1
vote
1answer
27 views

Reports with custom object

We have custom object custom_obj and this object is related to contact using R_Contact__r.externalId . This is all working fine and we are doing sync of data using bulk API in contact as well as on ...
0
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0answers
10 views

Will new changes reflect on reports history prior to change?

I am wondering if I change the owner of a lead, and run a report on all open leads. Will that lead still reflect on a report ran with a date range that falls before the change was made? For example: ...
0
votes
1answer
79 views

analytics:reportChart Filter Column name Account.ParentId is wrong [For the filter 1: Specify a valid filterable column because ParentId]

Here I'm trying to display Report charts in visualforce page, but I'm getting an error: [For the filter 1: Specify a valid filterable column because ParentId is invalid] Actually, for Column names ...
0
votes
1answer
321 views

How to create a report getting “Account with Contacts and Account Team Members” information in it

I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts. I tried custom report type and joined reports. But couldn't get the ...
0
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0answers
11 views

display line chart with 2 bar charts in report

I have a requirement to implement line chart with bar chart in report. Currently I am using X-axis to display amount A1 and Y-axis to show Start Date. Now do display amount A2, I am using Combination ...
0
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0answers
21 views

Asset fields unavailable in standard reports

I've searched everywhere and cannot find a reason for this: On the Asset object there are 2 standard fields AssetProvidedBy and AssetServicedBy that do not appear on many (could be all but I'm outta ...
0
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2answers
22 views

Reporting Question

I have an interesting report I need to write, and could really use your help. Here's my problem. I have Contact records in my instance with a few different scores applied to them. For the sake of ...
3
votes
1answer
454 views

What does the 'locked' checkbox do in report filters in Salesforce?

What does the 'locked' checkbox do in report filters in Salesforce? What will be the difference in a report if I check or uncheck this option? Regards, ParoTech
0
votes
1answer
14 views

Imported data missing from report

We have a report that a customer built on their production org. It reports on an object and also pulls data from a related list on that object. The data that has been created since their production ...
1
vote
1answer
32 views

Reply Mail Management - counting the number of replies

Is there a way how to count the number of replies to emails in MC? Cannot find any report for that. Thank you.