Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
119
questions with no upvoted or accepted answers
3
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answer
733
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 ...
- 3,250
3
votes
1
answer
1k
views
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 ...
2
votes
0
answers
4k
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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'. ...
- 3,632
2
votes
0
answers
964
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=./...
- 3,130
2
votes
0
answers
523
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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 ...
- 81
2
votes
1
answer
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]', ...
- 121
2
votes
0
answers
298
views
Salesforce1 : Report navigation with url parameters not working
I need to filter the records display on report according to the logged in user. Therefor I am using URL parameters as, (which works fine on SF classic)
/{REPORT_ID}?pv0={LOGGED_IN_USER_NAME}
But ...
- 71
1
vote
0
answers
44
views
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 ...
- 307
1
vote
0
answers
133
views
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 ...
1
vote
1
answer
163
views
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 ...
1
vote
0
answers
958
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 ...
- 23
1
vote
0
answers
47
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 ...
- 3,429
1
vote
0
answers
275
views
Marketing Cloud Email not sending to expected recipients
I'm really new to SFMC and I am struggling to understand something.
I moved over 500000 subscribers into a Data Extension using Email|Interactions|Import from a Salesforce report.
I then scheduled an ...
- 1,015
1
vote
0
answers
174
views
Dashboard reports with nice Charts & UI in Marketing CLoud?
Is there a way to get nice dashboards and charts/graphs in analytics builder? Most reports are simply .csv exports and the only other area I see nice charts and dashboards is in the tracking > ...
- 11
1
vote
1
answer
1k
views
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:...
- 21
1
vote
1
answer
3k
views
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 ...
- 2,727
1
vote
0
answers
512
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 ...
- 11
1
vote
0
answers
283
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 ...
- 413
1
vote
1
answer
948
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 ...
- 381
1
vote
0
answers
150
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 ...
1
vote
0
answers
583
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.
...
- 21
1
vote
0
answers
102
views
Smart Totaling in Reports
How to avoid smart totaling feature in Salesforce Reports?Is there any workaround for this?
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1
vote
0
answers
25
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 ...
- 837
1
vote
0
answers
141
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 ...
- 11
1
vote
0
answers
252
views
How to create report where a sales representatives data is taken from custom objects
I would like to create a report, where I can monitor my sales representatives targets and actuals.
We have some custom objects defined where we put the Target for
each month. So for a year, each ...
- 239
1
vote
1
answer
40
views
Reports with custom object
We have custom object custom_obj and this object is related to contact using R_Contact__r.externalId .
This is all working fine and we are doing sync of data using bulk API in contact as well as on ...
- 193
1
vote
0
answers
45
views
I need to run a report from 1/1/17 - YTD automatically
How do I run a report YTD (year to date) automatically. I.e. I would like it so that when I click on a report it automatically selects 1/1/17 and today in the date ranges?
- 11
1
vote
1
answer
31
views
Dashboard - How to make a component show the largest single sale from an opportunity (closed won)?
How can I make a component show the largest sale for the calendar month?
It's for one team - they want to see who had the largest sale of the month.
Every time I try to build a report & then ...
- 149
0
votes
0
answers
21
views
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 = ...
- 1,420
0
votes
0
answers
22
views
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 ...
- 21
0
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0
answers
61
views
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
0
votes
0
answers
78
views
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
0
votes
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answers
71
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 ...
- 1
0
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0
answers
44
views
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 ...
0
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0
answers
27
views
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 ...
- 1
0
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0
answers
69
views
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
0
votes
1
answer
396
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; ...
- 3
0
votes
1
answer
71
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 ...
- 1
0
votes
0
answers
237
views
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 ...
0
votes
1
answer
29
views
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 ...
0
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0
answers
520
views
"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 ...
- 1
0
votes
0
answers
746
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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 ...
- 1
0
votes
1
answer
302
views
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 ...
- 17
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491
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How can I report in Salesforce cases open vs closed in one day
We are trying to build a report in Salesforce for the last 30 days that shows for each day, the amount of cases opened and the amount of cases closed(in total, not how many of the opened were closed). ...
- 1
0
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0
answers
81
views
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 ...
- 808
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79
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How to get Next Group record count in report
I am creating one opportunity report that will show the percentage to complete the next stage. And the report is having group by Stage field.
Formula - (Next stage record count/Current stage record ...
- 65
0
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291
views
Salesforce Report Options for Notes and Attachments with a Custom Object
I have a requirement to show a report for notes and attachments which are associated with a parent custom object.
with salesforce reports its a limitation and we cannot link notes and attachments with ...
- 7,765
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171
views
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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180
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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 (...
0
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74
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How to write summary formula to calculate percentage based on coloums total?
I did some research but i am unable to get it.
I want to create a formula for this calculation:
Total Records- Total CompletedOnboarding/Total Records *100.
Please guide
