Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
224
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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 ...
- 11
1
vote
1
answer
1k
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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
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1
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6k
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Change X-Axis on Report to show anything besides record count in lightning?
In salesforce lightning, no matter what I do when I create a report and group by Account Owner and even another field the "X-Axis" only allows Record Count. I do not want to show a record ...
- 567
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2
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1k
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Scheduled report did not complete - Update the schedule and change the running user
I am in the standard 'System Administrator' profile, and this permission has the 'Schedule Future Runs' permission.
I want to change the running user on a scheduled report from an inactive user to an ...
- 845
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1
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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
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37
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How can I stop using Data Loader to assign owners to Campaign Members?
Salesforce Enterprise Classic
I have an outbound team of 10 individuals. We are calling contacts and leads for various reasons.
Our Marketing Automation Platform populates Salesforce Campaigns with ...
- 21
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2
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1k
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Is there a way to create an Account Send Summary Report with data shown day by day?
I need to create a report with number of sends, number of deliveries, delivery rate, unique opens, cumulative opens, open rate, unique clicks, cumulative clicks, click rate and email name, but I need ...
- 25
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151
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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 ...
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0
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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
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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 ...
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1
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1k
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Reports : Using PREVGROUPVAL within a group only
I am trying to compute relative expected revenue through months. I am doing this using prevgroupval and it works fine. However, I have to add another level of grouping 'Stage'. With 'stage' being the ...
- 315
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102
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Smart Totaling in Reports
How to avoid smart totaling feature in Salesforce Reports?Is there any workaround for this?
- 33
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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 ...
- 11
0
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2
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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 ...
- 998
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163
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Using Territory Management Users for Dynamic Sender Profiles
I was wondering if anyone has ever come across the use of territory users being used as dynamic sender profiles for a one-to-one direct marketing experience.
The issues I am currently experiencing ...
- 1,569
2
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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
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1
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592
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Is it possible to create a custom chart type in salesforce (one that can be used in reports)? [closed]
Salesforce reports lets you pick from a number of chart types (bar, line, pie etc), is it possible to extend these types for my org?
I want to create my own chart type and make it available in the ...
- 937
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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 ...
1
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1
answer
4k
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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
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330
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Joined reports with master-detail relationship
I'm having problems trying to make a report of some custom objects, they're arranged like this:
A (detail) <-- B (master) --> C (detail of B)(master of D) --> D (detail)
Any ideas of how to get ...
- 9
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
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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
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1
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759
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Report for users with and without Activities shows Record Count (1) for users without Activities
I created a report that shows Users with Activities from this week. It groups records by Full Name and for Users with Activities, it shows a correct number of records. For Users without Activities, it ...
- 267
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409
views
Dynamic campaign name
I need a unique campaign name to match triggered send mails (e.g. journeys) in a further system (after export the report).
Therfore I had the idea to put a suffix on the campaign name. E.g. ...
- 109
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1
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1k
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Get field value User in Report on Custom object
Is it possible in Saleforce lighting to have a report on a custom object and get a field value from the user object without adding a formulafield on the custom object or is there a way to add the ...
- 2,294
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2
answers
1k
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How to call report in xlsx file format
could you please help me how to call report Xlsx file format, i am tried to below code, but i am not get the result:
public class BatchUtilClass {
@future(callout=true)
public static void ...
- 9
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1
answer
311
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I am not get the tabular report body in the attached email [closed]
I am not get the tabular report body in the attached email ,could you please help me.
global class Exportertest implements Schedulable,Database.AllowsCallouts{
global void execute(...
- 11
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votes
1
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2k
views
Report Filters filtering only by created date
I want to Create some reports on Account object and i see as filter Created Date as well as to choose to filter between other date fields (find screenshot). I cannot lock this field or exclude it from ...
- 837
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0
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788
views
MobilePush - Track Push Notifications' Opens
One of our customers has asked a detailed report of users who opened a push notification. Is there such a report or some sort of a data view to query from? would be very helpful. Thanks!
- 307
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2
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1k
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Can't pass 'greater than' or 'less than' operators in reportFilters via url
I have a lightning component that redirects to a custom report passing filters via url. This component is working inside a community and, as far as I know, you need to generate your url with a '...
- 877
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189
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Can't redirect to custom report from community
I have a lightning component that redirects to custom reports including filters if needed and it's included inside one of our salesforce communities.
The issue is that the generated URL works fine ...
- 877
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1
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484
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Report on average time before first stage change
I am looking to generate a report which would put out a very specific timeframe which is from the stage "new" to "open - on progress", irrespectively of current stage the opportunity is in. I tried ...
- 1
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1
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372
views
Delete Report Folder From Managed Package
We have managed package with custom Reports. We are planning to clean up some folders. Will it be a problem if report folder is deleted from Managed package which is already added in package earlier.
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141
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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
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277
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Activity Information Fields
While creating a report on Events and Activities, I can see the following fields available.
However, these fields are neither available on Event nor or Activity. I have checked the field list from ...
- 69
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1
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746
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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
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1
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719
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
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1
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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
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359
views
View report records by queues not working
I have a custom report (Sales Orders with Work orders) but it doesn't filter out by queues.
Both objects are on PRIVATE in the OWD and I have set the filter to the one in the print screen
Any user ...
- 335
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1
answer
2k
views
iframe showing report inside Lightning Component
I have a Lightning Component which has an iframe. The src of the iframe is the URL of a report to which a "fv" parameter is passed. The component is within an Account Lightning page, on a tab which ...
- 2,727
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684
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How to create a report when there are five relationship objects?
I have 5 Objects and they have a relationship with each other as shown above. Now I need to create a report to Object E values based on the condition of object A, B, C, D
- 161
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324
views
View only dashboard without access to report
i want give access to user to dashboard without
Access to report , i want hide the link in blue for example.
Thankyouuu
- 35
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0
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16
views
Security - See which user exported reports [duplicate]
Is there a way which I can know which user made export to report?
Details about the user, date and time and the report name?
(A free tool will be great).
Thanks!
- 1,147
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29
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how to schedule report or dashboard as different user? [duplicate]
I have a lightning community with two profiles types.
Managers and Promoters.
I need a way to email schedule reports or dashboards to the managers with the informacion of its own promoters.
it is ...
user64257
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183
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Report that shows the last date sent per contact
I would like to remove dormant subscribers from Salesforce Marketing Cloud. To that end, is there a way to build a report that can show me "last send date" and "total sends" by subscribers?
Thanks!
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2
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58
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Specific numbers for report performance issues
According to the documentation, there are a few items that can make report performance worse. These include:
Querying too many objects
Dealing with intricate lookups
Report has too many fields
Does ...
- 2,727
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22
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How to report on serialized data in a custom field on Opportunities?
I added a custom field (Long text )to Opportunities called 'Month_Breakdown'. It carries data like: 'Jan=10000&Feb=50000&Jun=20000&Dec=89000'. I would like to have a report that shows ...
- 521
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59
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Accounts with activities report
The requirement is to create a account report with activities and if the account has 5 comments so far, i need to generate the report with latest comment. i tried to filter it with date field again ...
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59
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Newby question - add a column to a report with custom data
I apologize in advance if my request looks like a mess :)
I'm used to working with excel, and am new to SalesForce.
I have a report with the names of departments, and I need to group by those ...
- 1
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142
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Matrix report with columns grouped with Date field has strange column added
Hi so my question is what is this strange column i can see after i group my columns with Date?
I do not know what it shows and why it is there. How to remove it?
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