Questions tagged [custom-reports]
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223
questions
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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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0
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674
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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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177
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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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0
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3k
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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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277
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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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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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1
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162
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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
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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 ...
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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
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1
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1k
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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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0
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972
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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 ...
- 101
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205
views
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 ...
- 362
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196
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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636
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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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3
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263
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
answer
884
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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956
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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
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3k
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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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941
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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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0
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46
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
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355
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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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19
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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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307
views
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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198
views
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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2
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859
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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
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128
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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
8k
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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485
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?
- 3,817
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53
views
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 ...
- 143
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510
views
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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277
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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209
views
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 ...
- 327
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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
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1
answer
102
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 ...
- 127
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494
views
Report on Account --> Parent Account --> Opportunities
I am new to Reports. I am trying to create a report with Opportunities.
I need to get Account with record type 'ABC' and then go to this parent account(one lookup field is there on Account) then get ...
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639
views
How can I change the name of the field in a report (without changing the API name)?
How can I change the name of the field in a report (without changing the API name of the field)?
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355
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I created a report and I see all fields but users with other profiles than me (I have System Admin) don't see those fields, even though I added
"read access" fields to their profiles.
What else should I do so that they could see all fields from report?
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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
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828
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
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173
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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 > ...
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777
views
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.
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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 ...
- 524
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41
views
How to see how many leads particular user qualified?
I am preparing a dashboard for my client. It is a side thing, I do mostly ads for them but I said I could try to help with salesforce. Basically, my client wants to know how many leads each of our ...
1
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1
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1k
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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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3k
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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 ...
- 2,727
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511
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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 ...
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4k
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Salesforce Report not showing records in run mode but are shown in edit mode
I am experiencing a strange behaviour from a Salesforce report, since when i am in edit mode it shows more records than when i run the report.
I created a custom report type on "Opportunity" ...
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283
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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 ...
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632
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How to use summary-level Formula to calculate percentage when a field is a specifc value?
How to use summary-level Formula to calculate percentage when a field is a specific value?
For example:
Where the percentage represents = a number of order of pizza / total orders for that month.
Jan ...
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1k
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Marketing Cloud Email Send - merge fields from Salesforce Report not populating?
I have Marketing Cloud Connect installed and running. I am trying to send an Email from Marketing Cloud (single email send) by using a custom Salesforce Report created. I am able to do the send, but I ...
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