Questions tagged [custom-reports]
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232 questions
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How to dynamically change filter for a joined report?
I have a joined report where I need to pass account Id for the filter on the 2 blocks I have in the report. I am able to do this for a normal report but not sure if we have a way to do this for a ...
- 143
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23
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Summary Formula in the Report
CallTime is similar to the created date of the record, and I have grouped it by months. I have a picklist field (FCR) with values of YES or NO. I created a dashboard that displays the percentage of ...
- 23
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1
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42
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Salesforce date filter with "ago"
It is easy to understand < and > operators for absolute dates.
For example, 1966 < 1979 and 2024 > 2023.
However, what does less than in the context of "ago" mean?
For example, ...
- 121
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26
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Duplicate Entries in Salesforce Login History Report
I’ve noticed that the 'Login History' object in Salesforce shows multiple successful logins for the same time period for several users, resulting in duplicate records in my reports. I’ve come across ...
- 877
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51
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Reports on action plan object
Is it possible to create reports on action plan object? I am able to create reports on Task object but I do not see action plans as an object. Is it possible by creating a custom report type?
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17
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Display accounts in report grouped by opening year, showing each until closure
I would like to create a report that displays all accounts grouped by their shop opening year and continues to show each account in subsequent years until the shop closes, without inserting new/...
- 9
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37
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Error: creating joined report (file and content + custom object)
I'm creating a joined report between a custom report and file/content report to brings information from the related Note on that custom object. When I click "add block" to add the 2nd report,...
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1
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66
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Show all records from report via LWC
I'm displaying report records in an LWC page, but I'm only getting 2000 records, even though the report has over 10,000 records. It seems that the report data is limited to 2000 records. How can I ...
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33
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Control user level data visibility in reports
I have created an opportunity report from admin(admin able to view all the opportunity records) and place the report on a folder and provided view access to sales rep.
when a sales rep runs the report,...
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53
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How to show Einstein Activity Capture Outlook Events into Custom Reports and Dashboards in Enterprise Salesforce Org
I want to get Outlook events captured by Salesforce's Einstein Activity Capture into custom reports and dashboards within our enterprise Salesforce organization.
Through my research, it seems that ...
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53
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Relative Date Filters - Other options besides 'LAST WEEK' , 'THIS MONTH' etc
I am aware of the relative filters such as 'LAST WEEK', 'THIS MONTH' etc, but I am looking to pull data for 1/2/3/4 weeks in advance and the same in the past - At the moment I am having to manually ...
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49
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'Range' filter not showing in report
I want to use the 'Range' function on a Created Date field in a report. See the image below for reference:
But I don't see the 'Range' function. See the image below:
Is there anyway to bring the '...
- 31
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23
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Bar report with x axis values which is a text field and y axis names in Lookup field
I currently have an object in which there is a Lookup field as well as a text field
I would like to have a report in which each row is a unique lookup name and each column is a unique value in this ...
- 106
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17
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Create report on parent object based on child object
We have a requirement to create a report that shows all accounts for which opportunities were created in last seven days with certain values. an account should be shown only once even if there are ...
- 11
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30
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How to generate report on Contracts and Opportunities combined
I would like to report on Contracts that have Amendment Opportunities. I don't seem to get the accurate data using custom "Opportunities with Contracts" report type. Would Workbench help? or ...
- 39
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44
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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 ...
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39
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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 ...
- 17.8k
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593
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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, ...
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35
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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
...
1
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0
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71
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 ...
- 11
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2
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83
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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 ...
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95
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 ...
- 1
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14
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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?
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26
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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 - ...
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1k
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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 ...
- 297
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1
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117
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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 ...
- 39
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315
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 ...
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176
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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 ...
- 369
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1
answer
288
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)...
- 1,363
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1
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49
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 ...
- 565
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736
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 &...
- 137k
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2
answers
203
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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
2k
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 ...
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1
answer
643
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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926
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-...
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1
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187
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 ...
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297
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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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1
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36
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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 ...
-1
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1
answer
973
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 '...
- 155
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2
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158
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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
answers
1k
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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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0
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823
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 ...
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1
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546
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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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2
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567
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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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1
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2k
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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 ...
- 158
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299
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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 ...
- 928
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159
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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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295
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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 ...
- 11
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282
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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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2k
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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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