Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
224
questions
14
votes
1
answer
7k
views
How to create Report (not report data) in Apex Test Class without using SeeAlldata=True?
Joint Report is not supported in lightning.So in our org we have an existing reports in which we pull the data from it and pass it to lightning components so that lightning we can show joint reports.
...
- 1,814
6
votes
2
answers
5k
views
How to dynamically retrieve ANY report in a folder using package.xml
In ANT or Eclipse I want to retrieve ALL reports of a given folder WITHOUT declaring each report in package.xml line-by-line expressis verbis. What Eclipse is generation, when I subscribe to a folder ...
- 28.3k
5
votes
2
answers
9k
views
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$...
- 727
4
votes
1
answer
3k
views
What does the 'locked' checkbox do in report filters in Salesforce?
What does the 'locked' checkbox do in report filters in Salesforce?
What will be the difference in a report if I check or uncheck this option?
Regards,
ParoTech
- 545
3
votes
1
answer
4k
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 ...
- 1,361
3
votes
1
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
2
answers
3k
views
How to identify unused reports
I am trying to perform a task in my org, I need to delete all
unused Reports (those which have not been used in months) from the Org. Can you please suggest if there is a way to Identify "All the ...
- 541
2
votes
2
answers
775
views
Growth rate of one data extension
How could I track the growth rate of one data extension? I have a SYNC DE that forwards my users who come from CRM and another system to the respective DE for each BU i have. But would like to know ...
- 425
2
votes
2
answers
5k
views
Cumulative value in report
I want to create report where you comparing opportunity amount each month in 1 year & cumulative amount for each month, for example:
jan vs jan+feb.
feb vs jan+feb+mar.
mar vs jan+feb+mar+apr,
...
- 21
2
votes
1
answer
3k
views
Get the list of reports based on specific object [duplicate]
I am not able to get the list of reports based on specific object. Is there any way to get the list of Report Names and Report Ids based on specific object.
- 137
2
votes
2
answers
1k
views
Generating Custom Reports via Custom Link
I am trying to generate a report in Lightning with the help of custom link on the Contract. Thought of using the url hack like classic by adding the parameters but no luck in generating the report ...
- 103
2
votes
1
answer
1k
views
Generating reports through custom link which works in Lightning as well as Classic
I want to create a custom link to navigate to a report mentioned based on the parameter passed to it but for creating a custom link which navigates to a report in Classic we need to pass the parameter ...
2
votes
1
answer
384
views
Restrict scheduled report emails on 0 records
There is any way to restrict scheduled report send email when report has 0 records?
- 105
2
votes
1
answer
5k
views
Data not available error in dashboard
I have a user A who created one report type and using that report type he created one report and stored in one report folder. The user A has given access to user B for the report folder as viewer. ...
- 177
2
votes
1
answer
3k
views
Reports on 'Apex Job' Salesforce
Apex Jobs can be monitored from salesforce but as per the requirement I need to display this in a report to make sure which Job has executed, failed, rescheduled for next time, Job Name and ID.
...
- 357
2
votes
1
answer
231
views
Reply Mail Management - counting the number of replies
Is there a way how to count the number of replies to emails in MC? Cannot find any report for that.
Thank you.
- 21
2
votes
1
answer
4k
views
Filter Reports by the Time of their CreatedDate
I figured that the CreatedDate will not show the time in the reports section.
So I made a DateTime formula field to take the value from CreatedDate. Now this shows the time value inside the reports.
...
- 4,855
2
votes
1
answer
813
views
Managed package report(s) missing in production
Got a problem: in our organization we have 1 production and 1 full sandbox. In both we have a same application with same version. Today users started to complain that they couldn't get access to one ...
- 1,041
2
votes
0
answers
5k
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'. ...
- 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
524
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 ...
- 81
2
votes
1
answer
1k
views
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
2
answers
34k
views
Filter NULL values in reports?
How can I filter out NULL values from within the reports editor for a text field?
- 13
1
vote
1
answer
524
views
Create a report to show account details on different date range [closed]
I want to create a single report to show account details on different date range.
For example:
accounts created in last 7 days
accounts created in last 8-14 days
accounts created in last 15-30 days
...
- 429
1
vote
3
answers
10k
views
Custom links to generate dynamic reports in lightning
The use of custom links to generate reports in classic Salesforce was possible using the url hacks and it was easy to append the report id at the end of the url and add the dynamic parameters as pv0, ...
- 67
1
vote
1
answer
1k
views
Show Me "All Opportunities" randomly filters the data by Role
I am experiencing some major frustration with a matrix report. I have a report that shows opportunities grouped by Closed date and then by a Custom grouping value
I would like the report show include ...
- 158
1
vote
1
answer
1k
views
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.
- 29
1
vote
1
answer
3k
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="#&...
- 364
1
vote
1
answer
1k
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 ",&...
- 129
1
vote
1
answer
750
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 ...
- 425
1
vote
1
answer
721
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.
...
- 3,856
1
vote
1
answer
224
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 &...
- 135k
1
vote
1
answer
1k
views
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 ...
1
vote
1
answer
837
views
"Where is this used?" not showing Reports where the field is used in a converted version
I just hit this —which seems to be a bug— and need to find all the reports where a field is being used. Any tips other than retrieving the metadata and ctrl+f for it?
edit:
This is happening in an Org ...
- 1,187
1
vote
2
answers
1k
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 ...
- 11
1
vote
1
answer
4k
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?
- 4,592
1
vote
1
answer
982
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 ...
- 643
1
vote
1
answer
1k
views
Unable to access report created on account ,duplicate record item
Created report for duplicate accounts, created on account and duplicate record item.
getting "You don’t have sufficient privileges to perform this operation" error while accessing report
1
vote
1
answer
802
views
Unique Count of Accounts contacted
Trying to find a way to determine how many unique people we contacted. People are in multiple campaigns, so searching by assigned didn't get me the results I wanted.
I tried searching for accounts ...
- 21
1
vote
1
answer
5k
views
Salesforce Report Filter Logic
I just want to know the Salesforce report filter logic
I tried this logic and it throws an error. How to fix this?
1 AND 2 AND (3 OR 4 OR 5 OR 6 OR 7 OR 8 OR 9 OR 10 OR 11 OR 12)
((1 AND 2) AND (3 ...
- 431
1
vote
0
answers
45
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
164
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
964
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 ...
- 3,431
1
vote
0
answers
19
views
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 ...
- 33
1
vote
0
answers
276
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