Questions tagged [custom-reports]
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224
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Report of Accounts without Leads
Is there a way to create a Report of Accounts that do not have a related Lead? It can be done in SOQL:
SELECT Name FROM Account WHERE Id NOT IN (SELECT ConvertedAccountId FROM Lead WHERE IsConverted = ...
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1
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Unsupported report type Error on Dashboard
I am trying to create a Pipeline Development Report where I need to Group Stages and use Historical Trending Report but when I add this report on Dashboard, an error occurs saying:
Unsupported ...
CommunityBot
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5
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2
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Report Type – Ant Deployment Errors (Invalid Field Name & Duplicate Value Found)
I am trying to deploy Reports and Dashboards via Ant tool.
I get this error for Report Type
reports/JMT_Reports/Expiry_and_Renewal_Status.report -- Error: Invalid field name: Lease_Unit__c$...
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1
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Error "filterlanguage: Invalid value specified: 1." when trying to create sfdx package version
I have the task of creating a sfdx package that includes various reports and dashboards.
Sadly when I tried to create the package version I got this error for a lot of my reports:
"filterlanguage:...
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1
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Visibility of All Pending Approval Requests report
According to this help page (https://help.salesforce.com/articleView?id=sf.reports_administrative.htm&type=5), the All Pending Approval Requests report should be viewable by any user who has View ...
CommunityBot
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21
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Returning Count is different for Reports for two different Profiles
I have created a report with Filters I got like 300 run values another Person with a different Profile has created a report with the same filters that I used but they received 250 as run values.
What ...
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1
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8k
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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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2
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5k
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Way to filter by row group count > 1
Requirement is to filter for report with multiple complaints for same customer. Added account as grouping by row but unable to filter the group count > 1 kinda of statement. How to achieve this in ...
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1
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2k
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Send reports in Email body through Apex in Lightning
I have a requirement where in I created a Report in Salesforce to get all Orders group by Owner, Account Geo field & orders that are closed this quarter.` I have prepared the report but I need to ...
CommunityBot
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1
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1
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946
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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 ...
CommunityBot
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61
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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 ...
- 277
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2
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2k
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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 ...
CommunityBot
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-1
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1
answer
41
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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 ...
- 1,239
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1
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71
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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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1
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805
views
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
CommunityBot
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1
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1k
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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 ...
CommunityBot
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1
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1k
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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 ...
CommunityBot
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0
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74
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For the filter: Invalid date (Valid date format D/MM/YYYY)
Our report does not work when we add a formula(Date) field on the report filters and whose value is set to a relative date such as CURRENT FISCAL YEAR. The error is:
For the filter 3: Invalid date (...
- 372
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votes
2
answers
2k
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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 ...
CommunityBot
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2
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1
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1k
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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='[email protected]', ...
CommunityBot
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71
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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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1
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1k
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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,...
CommunityBot
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1
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0
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42
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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 ...
- 297
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1
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40
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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)...
- 1,239
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3
answers
864
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Is there a way to export custom developed Chart (Chart was developed using Chart.js) to PDF without 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 without using any other library.
I tried ...
CommunityBot
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2
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674
views
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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1
answer
3k
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How to create a report getting "Account with Contacts and Account Team Members" information in it
I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts.
I tried custom report type and joined reports. But couldn't get the ...
CommunityBot
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1
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2k
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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 ...
CommunityBot
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2
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862
views
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 ...
CommunityBot
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-1
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1
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27
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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 ...
- 6,426
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778
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Download a custom report into Excel on click of a custom button in lightning aura component
I have a requirement, where i need to download a custom report in excel format once i click on a custom button in Lightning aura component.
CommunityBot
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43
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How to filter to latest date of Opportunities on an Account
I’ve spent a good amount of time trying to figure out or find this answer -
I created a report showing fields from both Accounts and Opportunities and there are sometimes multiple Opportunities tied ...
- 4,175
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27
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Not seeing the object I want for the c level of a new custom report type
I cannot figure this out for the life of me. We have pretty much all custom objects (most are via a managed package from the exchange app ADvendio). I'm looking to simplify the way we process ...
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1
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218
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 &...
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1
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Formula Field to calculate conversion rate of one stage over another stage in contact object in reports
My requirement is I have a custom picklist field in the Contact object name stage, like MQL(Mkt qualified Leads and DQ(Disqualified leads) SQL(Sales Qualified Leads) Now I would like to calculate and ...
CommunityBot
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2
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1k
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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 ...
CommunityBot
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-1
votes
2
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34
views
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 ...
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1
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502
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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 ...
- 1,750
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67
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Rolling Average Report for Closed Deals By User in Salesforce
I am trying to create a Rolling Average Report in Salesforce to show the Rolling Average of Deals Closed by each User.
Example Of Rolling Average :
USER 1
JAN - Average of Jan Closed Deals
FEB - ...
- 1,551
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1
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391
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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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432
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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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2k
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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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237
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How to divide row count over a specific column in a report
I have a matrix report of opportunities, and stages group the columns. I need to divide the row count of each stage over the first stage (column), for example, first column / second column, first ...
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109
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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 ...
- 481k
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29
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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 ...
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1
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391
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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 '...
- 2,196
-1
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2
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92
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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 ...
- 69.9k
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1k
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Moving reports from Personal folder of particular user to another folder
I have a requirement in which we need to move some reports of particular user's personal folder to another folder in salesforce. So tell me the bulkified way to move.Your response will be highly ...
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516
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"The request body is either invalid or incomplete."
I'm using the analytics studio to build a dashboard right now. I put 2 reports about campaign influence, that I created via "Reports", one for customers and one for prospects. I want to put ...
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745
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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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