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Questions tagged [custom-reports]

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13 views

A report with a Custom Report Type has a field not properly displaying

I am trying to create a report that utilizes a custom Report Type. I need this report to have fields and get filtered across three objects, Contact - A, Inquiries - B (With or Without A), and Offers - ...
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1answer
16 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 ...
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22 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!
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23 views

Open a salesforce report in LWC page

Dears, is there a way to open a salesforce report inside a LWC page? i have tried to add an iframe but the problem is that it redirect to the report in new window immediately. and here is how i use ...
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8 views

Global Report NO LONGER Global

I created a Global Report for all my users that was working just fine. In the last couple weeks, two of my users stopped getting the report. I went to log in as one of them to find out why they ...
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6 views

salesforce Report Amount converted field is showing wrong values

We have created a report for opportunities which shows amount of product lines (Custom object created by us where amount is a custom field) and amount(converted). When we run the report converted ...
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18 views

Is there a way in lightning to use cross-filter reports in custom report links via url hacks for example?

We are trying to create a custom link report at the product page which shows all accounts which have been buying in the past but not in the last 12 months. We use report which links 3 objects: ...
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2answers
30 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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20 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 ...
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1answer
16 views

Report on average time before first stage change

I am looking to generate a report which would put out a very specific timeframe which is from the stage "new" to "open - on progress", irrespectively of current stage the opportunity is in. I tried ...
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0answers
8 views

Problematic Report Custom or Standard

Hello i have problem with building report. So the object structure is like that: What i need is: Grouped by Item and sub grouped by Item Revision report of all of incomes ( which are stored on ...
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33 views

Salesforce Reports Grouped By Dates on Non-Required Fields

I am trying to make a report that is grouped by a Date field (not DateTime). When I'm creating the report, things are fantastic. It shows exactly what I need. The problem is when I attempt to save and ...
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1answer
19 views

Delete Report Folder From Managed Package

We have managed package with custom Reports. We are planning to clean up some folders. Will it be a problem if report folder is deleted from Managed package which is already added in package earlier.
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13 views

Report Formulas - Divide Summary Field by Number of Users

I am trying to find the Average Number of Hours each user logs per week (by Billable vs Non-Billable Hours). I have attached a screenshot. I want the sum of the hours (20.34) divided by the number of ...
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1answer
13 views

Activity Information Fields

While creating a report on Events and Activities, I can see the following fields available. However, these fields are neither available on Event nor or Activity. I have checked the field list from ...
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1answer
58 views

Unsubscribe v/s Unique Unsubscribe

Anybody knows what's the difference in Discover Report about Unsubscribe v/s Unique Unsubscribe. I created a report by month and the numbers between the two measurements is so different. I attached ...
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1answer
17 views

How to have a Visualforce page with a dynamic criteria in a Report Chart

I would like to have a Visualforce page in a record which displays a report. I want the report to have run a query in the report based on the value of a field in the record in which it is being run. ...
1
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1answer
83 views

Email personalization when sending to Salesforce report or campaign

How can we personalize the emails when sending to Salesforce Report or Campaign? How do we use personalization strings with data from Salesforce as Reports and Campaigns? or should we directly use ...
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0answers
59 views

View report records by queues not working

I have a custom report (Sales Orders with Work orders) but it doesn't filter out by queues. Both objects are on PRIVATE in the OWD and I have set the filter to the one in the print screen Any user ...
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1answer
41 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 ...
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0answers
17 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
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1answer
28 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
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1answer
21 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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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!
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0answers
25 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 ...
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0answers
11 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 ...
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1answer
29 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
20 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
15 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 ...
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0answers
10 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
18 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 ...
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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 ...
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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
15 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
20 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 ...
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0answers
25 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....
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1answer
21 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
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1answer
682 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 ...
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1answer
16 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
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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 ...
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1answer
38 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
83 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
29 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
18 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
61 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
11 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 ...
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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.