Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
147
questions
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34 views
Visibility of All Pending Approval Requests report
According to this help page (https://dreamevent.secure.force.com/articleView?id=reports_administrative.htm&type=5), the All Pending Approval Requests report should be viewable by any user who has ...
1
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0answers
22 views
How to make a report based on how much interactions (with contacts/opportunities/leads etc) each used had?
Basically, we are quite new in salesforce and we need to adjust our reporting. Could you please advise how do I check how many interactions (with opportunities, leads contacts etc) our users had in ...
0
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1answer
39 views
Salesforce Report not showing records in run mode but are shown in edit mode
I am experiencing a strange behaviour from a Salesforce report, since when i am in edit mode it shows more records than when i run the report.
I created a custom report type on "Opportunity" ...
1
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0answers
24 views
How to Report on Direct Messages in a Community
We are doing some proof-of-concept work to leverage the Direct Messaging feature in Salesforce Communities. We need to be able to run reports on the number of messages sent by Users, including details ...
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0answers
21 views
How to use summary-level Formula to calculate percentage when a field is a specifc value?
How to use summary-level Formula to calculate percentage when a field is a specific value?
For example:
Where the percentage represents = a number of order of pizza / total orders for that month.
Jan ...
0
votes
1answer
26 views
Marketing Cloud Email Send - merge fields from Salesforce Report not populating?
I have Marketing Cloud Connect installed and running. I am trying to send an Email from Marketing Cloud (single email send) by using a custom Salesforce Report created. I am able to do the send, but I ...
1
vote
1answer
29 views
How to filter for the special character “,” in reports?
I want to create a report which will display the records in which the first name contains the special character such as ",". I added the above criteria as the First name Contains ",&...
0
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1answer
16 views
Change X-Axis on Report to show anything besides record count in lightning?
In salesforce lightning, no matter what I do when I create a report and group by Account Owner and even another field the "X-Axis" only allows Record Count. I do not want to show a record ...
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14 views
Adding a field in a report
I have 3 objects. Case , Account and Address. The Case object is having Account lookup and we can easily pull account information via lookup fields in report.
But, there is no look up field present in ...
0
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0answers
39 views
Show a Join Report WITHOUT Chart on Lightning Home Page
I have a very simple use case:
Have a Joined Report
I want to show that on the Lightning App Home page
Have tried the following:
Create a Joined Report with Chart > Added to a Dashboard > ...
0
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0answers
11 views
Report for Accounts that purchased X but not Y?
Currently I have 3 objects, Accounts, Orders, and OrderLineItems. Orders have a parent relationship to OrderLineItems, same with Accounts/Orders, and then there is also a lookup relationship between ...
0
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2answers
23 views
Scheduled report did not complete - Update the schedule and change the running user
I am in the standard 'System Administrator' profile, and this permission has the 'Schedule Future Runs' permission.
I want to change the running user on a scheduled report from an inactive user to an ...
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0answers
5 views
Topic assignment custom report issue
I have create one report against Topic assignment and Feed post object,Topics assignment as parent object and Feed post as child object in custom report type.
From this report type i have created ...
1
vote
0answers
19 views
Row-level formulas not visible for all profiles
I have a row-level formula defined on my report on a field which is accessible to only a couple of profiles including Admin. The weird thing is that the formula is visible only to the Admin profile ...
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0answers
10 views
Partner users unable to access Object Milestone fields in custom reports
We have a custom report type for workorders with milestones, (Workorder(A) & ObjectMilestones (B) relation). The report is accessible to the internal users. However, for partner users, they are ...
0
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1answer
192 views
Lightning Experience Reports & Dashboards Specialist step-3 issue
Working on Lightning Experience Reports & Dashboards Specialist Step-3 as per the instruction but it is showing error. Can you please help me to find the issue.
Instruction:
Top Case Drivers by ...
0
votes
1answer
15 views
How can I stop using Data Loader to assign owners to Campaign Members?
Salesforce Enterprise Classic
I have an outbound team of 10 individuals. We are calling contacts and leads for various reasons.
Our Marketing Automation Platform populates Salesforce Campaigns with ...
0
votes
2answers
75 views
Is there a way to create an Account Send Summary Report with data shown day by day?
I need to create a report with number of sends, number of deliveries, delivery rate, unique opens, cumulative opens, open rate, unique clicks, cumulative clicks, click rate and email name, but I need ...
1
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0answers
18 views
Using Salesforce dashboard in salesforce MOBILE sdk based app or may be some other app out side salesforce context
I want to render the salesforce based dashboards in mobile app which is based on SFSDK only. What will be the best way to do it?
Currently i am making the call to get the dashboard data and then ...
0
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0answers
9 views
Report on Chatter for custom object
I need to create a report for my custom object when chatter post is idle for more than 2 to 3 hours. When latest post for a particular record has happened more than 2 to 3 hours then if I run the ...
2
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0answers
411 views
0
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0answers
20 views
Joined reports not recognising a field to join objects on
I have the following objects in my org:
Thing__c->Master-Detail-> Item__c -Lookup-> Concrete_Item__c -Lookup-> Join object -Lookup-> Account
and lastly a Thing_Account__c which has simply two fields ...
1
vote
0answers
27 views
Joined Reports with 2 unrelated child objects
I'm trying to create a joined report with a custom object (object A) as the base. It is the Master in two Master-Detail relationships (Object B and Object C). Object B and Object C are NOT related.
...
0
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1answer
59 views
Create a Formula field on Lead with converted Account Details
In our organization a sale is considered as complete only when a custom picklist called Account status is changed to 'Registered' on an Account. (We deal with registering new companies)
Business ...
0
votes
1answer
65 views
Reports : Using PREVGROUPVAL within a group only
I am trying to compute relative expected revenue through months. I am doing this using prevgroupval and it works fine. However, I have to add another level of grouping 'Stage'. With 'stage' being the ...
1
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0answers
19 views
Smart Totaling in Reports
How to avoid smart totaling feature in Salesforce Reports?Is there any workaround for this?
0
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0answers
7 views
Filter DuplicateRecordSets by Group
I have created a report to get DuplicateRecordSets and the DuplicateDataItems (Accounts) in each set, and grouped by DuplicateRecordSet.
I want to filter by the group. Basically want to keep only ...
0
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0answers
11 views
Creating a custom report on Opporutnity Split and History
We have a requirement where we need to see the Opportunity history with the Opportunity split details. Where we show the Split Owner, Split amount with the value of the amount that has been changed.
...
1
vote
1answer
102 views
How to run report and dashboard for real time event monitoring data
I have enabled real time event monitoring in production org and now requirement is to run report for couple of events(URIEvent,APIEvent,LightningURIEvents)
I dont see we can create report on big ...
0
votes
1answer
51 views
I want to hide Edit(Salesforce Classic) action from Report
I want to hide the Edit(Salesforce Classic) action from the report record, I checked in Profile and permission set, I not getting any permission related to hiding these button, This is a standard ...
0
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0answers
42 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 ...
2
votes
0answers
55 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 ...
0
votes
0answers
8 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 ...
-1
votes
1answer
42 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 ...
0
votes
1answer
68 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 ...
0
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0answers
23 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 "...
1
vote
1answer
43 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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0answers
36 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 ...
2
votes
1answer
45 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 ...
1
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0answers
20 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 ...
0
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0answers
25 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 ...
0
votes
1answer
53 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 ...
0
votes
1answer
103 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. ...
0
votes
1answer
99 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 ...
-2
votes
2answers
267 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 ...
0
votes
1answer
131 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(...
0
votes
1answer
253 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 ...
0
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0answers
135 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!
0
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2answers
311 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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0answers
47 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 ...
