Questions tagged [custom-reports]

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Not able to pass a filter value to report from 'URL which navigates to a report'

I want to pass a 'parent object record id' to a URL which navigates to a 'report of child object records', and the report should be filtered out by the passed parent record Id as parameter. I'm ...
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2 answers
33 views

How to query/make a report for All fields on All objects?

We have a very old org with many objects and unused fields, how can i query/make a report to find all fields for all custom objects, and order them by lastmodified date? the goal is to find which ...
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Not available Case Information fields in report type

I'm trying 2 Report types and I have problems with fields availability. REPORT TYPE 1: Cases standard report type. With this, I can access to 'Case information' fields like Age, Opened Date, and so on....
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How to filter a Dashboard using a formula field?

I have a dashboard that I wish to display on clicking a link. This link has to be prepared in a way the dashboard filters and displays the components only for the products that are associated with the ...
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1 answer
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How to increase lines in a report on Salesforce

So guys, I got a field 'action plan' that is getting cut when it reaches a certain number of letters in this report, check this out: Maybe it's a dumb question, but I cannot solve this lol.
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Unable to Report Events(Activities) with Direct Relation to Account via WhatId

Is there any way we can use standard reporting capability to fetch Events where WhatId is associated with an Account record ? I am able to fetch Events which are linked (in-directly) with Account via ...
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Salesforce Report opening in a New tab from Dashboards only for few users

In our org, for few users salesforce report is opening up in a new tab when they click on "View Report" from salesforce dashboard widget. This is only happening for a specific dashboard. ...
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Reporting Interval Between Two Dates Within Same Column

Thanks for any and all help! This is pretty straight forward but I am failing to execute. It is simple to calculate the difference between two dates if they exist in two columns, however, in this ...
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Dashboard/Reports Can Access without giving access to user

Currently doing some Dashboard/Reports. just found a weird problem. I've created a dashboard/Report which is under a created folder (System Administrator Access). In that folder I did not give any ...
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Need to display 1000 characters info. in a custom report

I need to display around 1000 characters info. in a custom field in a custom report. Please suggest what should be the datatype of this field ? And then how should I achieve it ? As custom long text ...
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1 answer
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Reports for engaged subscribers

I am looking for a way to find the amount of my subscribers who are highly engaged and those who are not engaged and haven’t opened an email in maybe a month or two, or past five emails. Can anyone ...
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44 views

Make a user report that counts all the cases that have been worked on

I'm working for a customer service entity, which we require to have a report that shows how many cases an agent have "done" in a day or a specific hour. The problem I'm having is that it ...
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How To Filter A Subtotal in a Report

I have a report that returns the number of Work Orders per Contact. I created a Power of 1 formula field on the Work Order and it returns a subtotal. Is there a way to only see the number of Work ...
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1 answer
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Report and Dashboards

I am a salesforce administrator. I have created a matrix report. I need to display the report in dashboard with row and column grouping without chart. But dashboard is not allowing to group by row and ...
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2 answers
126 views

How to share report folder to only specific users without unchecking "Manage Reports in Public Folder" in profile

I have a set of users whose profile has "Manage Reports in Public Folder" checked. I created a public folder and I wanted to share a report to specific users among them using the share ...
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309 views

A summary formula field in report used to count sum of related lookup records is displaying incorrect value

I believe this question is somewhat related to Formula Field to Count Records in Lookup Relationshp. I have a 'primary' object called 'Tennis Player' and a 'secondary' object called 'Tennis Reports'. ...
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Related to current year and next year fields

We have existing fields for Volumes like JanVolume to DecVolume in Opportunity Object to enter volumes for each Month. Now the requirement is, User want to be able to enter volumes for next year also. ...
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1 answer
81 views

The report does not show the data to a particular user

I have a task report that shows tasks of employee X And there is another employee Y who is unable to view this report How can I give her permission. Employee Y manages to view all reports except that ...
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creating a report with the number of records for each value in each field

I'm new to Salesforce so please be patient. (I do know SQL if that helps.) I'm trying to create a report that will, for a bounded period of time, tell me how many records exist for each value in a ...
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343 views

Why does my Salesforce instance only allow number, currency, or percent as the output type from a row level formula?

Building on this answer in a report, I'm testing out row level formulas applied to strings, columns, etc. When I try to simple row level formula of ISNUMBER('text'), I get this error: Error: Invalid ...
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group by multi select picklist in report

Premise: We have a structure of as a custom Object, say employee, which is a child of Account. This Employee object has a multi select picklist which contains Year (2000-2050), lets say tenure. ...
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Can Reports be Edited through an API?

This may be an 'XY Problem' question but is there a way to edit reports through an API? The scenario is as follows: Our managed package has several reports with filters using custom values on the ...
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Service Report as primary object in the report type focus

Is it possible to create a Report type with Service Report as a primary object? It's not showing up in the list of objects and I'm not able to edit the Service Report details to turn on "Enable ...
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105 views

Creating a report to show non null values but its still showing empty values

I created a report and one criteria was to show non empty values on a record ID. Thing is I'm getting records that have empty values on this field despite my filter being set not to include them. This ...
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1 answer
26 views

Report Filter option returns Zero value

I tried to generate a report to see the team performance, After running the report I can see the values if my show option is " All accounts". When I change the show option to " My team ...
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54 views

Report type with three objects stops showing all dependencies when the dependent objects are included in the report

There exists a custom object (let's call it Custom) that has a Master-Detail field referencing Accounts, and a report that shows contact information for related Accounts is needed. There is a custom ...
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Products in report not showing in community

in our org we have created a report to show products. in community this report is showing but when opening it, its throwing insufficient privileges error. Report type is in deployed status. Report ...
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Report for Tasks Related to assets not showing expected Data

I created a report to show all the completed tasks on A Asset. Below are the filters i applied ALL activities Created date all time Show Tasks and events Show Completed Activities Subject Contains CM ...
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3 answers
51 views

Salesforce Report Visibility Customization

I want to implement a feature for customizing report visibility based on a User(Logged in user) field value. For e.g - A is report of record B ; C & D are particular field values of B & User ...
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-1 votes
1 answer
64 views

Remove ability to save reports to public folders from Specific profiles

We have an requirement where we don't users belonging to specific profile to save reports in the folder. Is there any way we can achieve this.
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2 votes
0 answers
308 views

Unable to convert Reports from sfdx sources to metadatas - force:source:convert / force:source:deploy

For some time now, we have issues to deploy items that are defined in folders (Reports, emails, documents...) Problem: Unable to convert Reports from sources to metadata Command: MD_API_TEMP_FOLDER=./...
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114 views

Is it possible to get a Salesforce Report of all user's Chatter email preferences?

Yes, I know there is a way to SOQL out all User's Chatter email notification preferences like so: SELECT id, username, UserPreferencesDisableAllFeedsEmail, Profile.Name FROM User And then upload a ...
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1 vote
1 answer
779 views

Redirect to a Report from an LWC with dynamic parameters not working

I am trying to redirect to a Report from an LWC with dynamic parameters. I tried to do it manually as well nothing works. Any suggestions would be much appreciated. <div> <a href="#&...
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64 views

Sharing Salesforce Report with a user and prevent editing

I created Salesforce report as a System Administrator that I saved in the folder ABC. Folder ABC is shared with a user (view only). User is using profile where Administrative Preference "Edit My ...
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1 vote
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40 views

Funnel Report Type For Single Opportunity

I am new to reports so apologies for the newb question. I want to put a Funnel Report on each Opportunity record. I have it set up successfully in the UI but I am not sure how to create the report ...
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Marketing Cloud Reports on Campaign based on the bounce rate

I'm looking for different possibilities of creating report in MC for a campaign based on the Bounce rate%. ex : I want to setup a report for xyz campaign where bounce rate is more than 5%. I know it'...
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How to Get the Grand Total of a Second Level Grouping

I'm trying to get the grand total of a second-level grouping within my report. I have Account as the first level grouping, and then I have Case Owner. I'd like to see the Grand Total number of Cases ...
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1 vote
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How to find accounts that do not have a specific Account Contact Relationship role? [duplicate]

we would like to create a report that tells us which Accounts do not have a contact with a specific role. We are using lightning and the Account Contact Relationships junction object. We have ...
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How can we report on a Accounts with a Custom Object and exclude by criteria?

I posted this in the Trailblazers Community but I haven't been able to resolve the question yet, so thought I'd try my luck here! We have a custom object related to an Account to track specific ...
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How to expose object fields to make accessible on reports?

I have a custom object in Order Management. I wanted a field within the object to appear on my Order report in reports. I couldn’t find the field in my field options. Anyone got any ideas? Thanks
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1 answer
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How do I mass delete inactive Dashboard Component records?

My org has over 300 reports that have been identified as no longer needed, but that are associated with current dashboards. I need a quick way to delete just the associations between those reports ...
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1 answer
69 views

Reports using different interfaces [closed]

I have created a report using classic but when another user creates the same report in lightning, some records are not displayed.
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1 answer
2k views

Is it possible to query/find reports using a particular report type?

I have a list of report types and I need to find out which reports in my org are using any of those report types. Is there a way to do so instead of manually visiting each report and checking its ...
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1 answer
117 views

Remove access on report for a user in classic only

I want to remove user to access reports form classic. But the same user should access reports from lightning. Do any one have any idea how to handle this?
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1 answer
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How can I edit these reports (see the pic)? [closed]

I'm trying to edit these reports, but I can't click on them like in the pic. Besides that, I can't see them in the tab "Reports"or Setups... Is it private to some user even though I am an ...
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Filter Lock Missing on Default Report Filters

If I create a new report with report type "Oppportunities", the default filters Show Me, Close Date, Territories, Opportunity Status and Probability cannot be locked. If I add new filters, ...
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1 answer
97 views

Custom Report Type - Production Environment

Should i create a custom report type directly in production or would i need to first create in sandbox and transport to production? What is the best practice?
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-1 votes
1 answer
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current userid not matching in report [duplicate]

Hi I have to fetch current users created records in a report. For that I have a field userid__c in a custom object which is storing user SF id (18 digit) and when I am checking userid__c=$user.id it ...
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1 answer
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Mobile connect: ability to report sms bitly link

Is there a possibility to export or generate a report for bitly link sent through SMS with mobile connect? Thanks in advance
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1 answer
38 views

Create report where created date is 2020

How can I add filter on report where record created date is 2020? I mean I want all the records that were created in the year 2020. I tried many formulas like YEAR() -1 and YEAR() = 2020 but nothing ...
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