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Questions tagged [custom-reports]

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0
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1answer
17 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 ...
0
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0answers
12 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
0
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1answer
18 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
0
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1answer
17 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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0answers
15 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!
0
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0answers
23 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 ...
0
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0answers
10 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 ...
0
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1answer
24 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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0answers
11 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
19 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
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
9 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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0answers
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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0answers
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 ...
0
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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 ...
0
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1answer
16 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 ...
0
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0answers
15 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....
0
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1answer
19 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
votes
1answer
274 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
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
34 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
48 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
18 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
31 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
10 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
25 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
170 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
vote
0answers
28 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
125 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
votes
1answer
73 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
266 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
37 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
109 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
votes
1answer
21 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
212 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
43 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
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
votes
1answer
31 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
votes
2answers
27 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 ...
0
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1answer
48 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
votes
1answer
107 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
vote
1answer
56 views

Restrict scheduled report emails on 0 records

There is any way to restrict scheduled report send email when report has 0 records?
1
vote
1answer
221 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
votes
1answer
23 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