Questions tagged [custom-reports]
The custom-reports tag has no usage guidance.
223
questions
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
0
votes
1
answer
126
views
Report to show duplicate cases created in 48 hours
I want to create a reports to show only duplicate cases (With same type and sub type) which is created within 48 hrs
- 3
0
votes
1
answer
115
views
Salesforce matrix report
Hi I am trying to create a salesforce report to show the 3 columns
Contact owner
number of contacts per owner
whether contacts have any activity on them or not(sum of relation)
My report looks ...
- 2,600
0
votes
1
answer
906
views
How can I include a report (not a dashboard) on a page?
I need to include a report in a lightning page.
I can add the report in a Report Chart, but I want only show the report, no charts. I would like do it by standard, but I can developer a lightning ...
0
votes
1
answer
27
views
Report to track all actions in SF
How can I create a report that will help me to monitor all actions made in SF cases?
For example, I've a user that is moving cases between views, updating/editing certain fields in cases, adding case ...
- 1
-2
votes
1
answer
29
views
Report which generates all accounts with cases and opportunities [closed]
Condition: case opened date and Opportunity closed date difference on the account is less than or equal to 60 days.
- 1
0
votes
1
answer
2k
views
Custom report in Marketing Cloud using Discover Report type
I created a custom report to include multiple fields in my report such as campaign name, emails included in those campaigns, measures such as open rate, clicks, etc and most importantly information ...
- 949
0
votes
1
answer
15
views
Pull report of all possible values(without their record entry)
I am trying to pull a report for timesheet. We are having a user field for the hours. Pulling user report is pretty easy. However we are getting those only users who reported their efforts. Need to ...
- 3,104
1
vote
0
answers
251
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
2
votes
2
answers
773
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
0
votes
3
answers
861
views
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 ...
- 5
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
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
0
votes
1
answer
1k
views
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 ...
- 2,600
0
votes
1
answer
2k
views
How to build salesforce report on a parent object having childs through Master detail and lookup relationships
Object A has M-D Relationship with Object B (A-Master, B-Child)
Object A has Lookup Relationship from Object C (A-Parent, C-Child)
Object A has Lookup Relationship from Object D (A-Parent, D-Child)
...
0
votes
2
answers
1k
views
Custom Report Filter logic in VF page
I have created VF page that get data from report and bind in VF page.
There is also filter functionality implemented for this custom reoport.
Now I have requirement to add Report Filter Logic like we ...
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
0
votes
0
answers
34
views
Sharing in Salesforce Community
I have a report based on a custom object X.
X has a lookup to Account.
The report is for Partner Community users. A commnunity user should only see the records of object X associated to the Account ...
- 1,205
0
votes
1
answer
1k
views
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,...
- 1
0
votes
2
answers
230
views
Report of Account Related Contacts infromation
i created Account Related 5 Contacts, Each Contact having Status__c (Picklist) Fieild.
my question is ..
Contact_1 and Contact_2 is having Status__c is A,
Conatct_3 and Conatct_4 is having Status__c ...
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
0
votes
1
answer
737
views
Report on Monitor bulk data load jobs [closed]
Can someone help me to create report on Monitor Bulk Data Load Jobs? It is not available via configuration it seems. So is it possible via code and how?
Thanks,
Sanjana
- 3
2
votes
1
answer
383
views
Restrict scheduled report emails on 0 records
There is any way to restrict scheduled report send email when report has 0 records?
- 105
1
vote
1
answer
801
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
0
votes
1
answer
35
views
Report for failure records of batches
Can we create and run report which summaries all the errors in the various batches in Salesforce? We have so many records failing in various batches.
Thanks for your time.
Thanks,
Sanjana
- 41
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
0
votes
2
answers
427
views
Reports and Dashboards stack bar chart
I have created Dashboard , component type is Table which is displaying New and Enriched contact. These two are the picklist value in status.
But problem is when I run the Dashboard it is showing one ...
- 23
0
votes
2
answers
94
views
Is there a way to identify if any reports use Fiscal Year?
We are changing start of fiscal year to July.
There are no of reports in our system and i need to know which all reports would get affected with the change. Any thoughts on how we can get the reports ...
- 12.2k
0
votes
1
answer
1k
views
Generate Reports and Dashboards by getting data from External Services
I have a requirement where the users want to generate Reports and Dashboards by getting data from external web services. This data is not stored in Salesforce. We will have to call the webservice, get ...
- 47
0
votes
0
answers
322
views
Lead Report is not displaying data
I have two fields in my Standard Salesforce lead report, One is text and other one is date field. When I ran my report it is observed that, the report is showing all the leads info with text and date ...
- 113
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
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
0
votes
1
answer
419
views
analytics:reportChart Filter Column name Account.ParentId is wrong [For the filter 1: Specify a valid filterable column because ParentId]
Here I'm trying to display Report charts in visualforce page, but I'm getting an error:
[For the filter 1: Specify a valid filterable column because ParentId is invalid]
Actually, for Column names ...
- 3
0
votes
1
answer
3k
views
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 ...
- 11
0
votes
2
answers
30
views
Reporting Question
I have an interesting report I need to write, and could really use your help.
Here's my problem. I have Contact records in my instance with a few different scores applied to them. For the sake of ...
- 45
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
0
votes
1
answer
52
views
Imported data missing from report
We have a report that a customer built on their production org. It reports on an object and also pulls data from a related list on that object. The data that has been created since their production ...
- 575
2
votes
1
answer
230
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
0
votes
1
answer
4k
views
How to display a report in Lightning component
I need to display a report in a Lightning Component. But I am not able to see any information related to it.
I need to display a report as it is.
Previously, we used to write VF page code and use "...
- 634
1
vote
1
answer
521
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
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
0
votes
1
answer
648
views
How to display stage value changed in opportunities in last 7 days on reports?
Stage value changed from "prospect" to "closed won" in last 7 days
how to write filter logic for that?
How can I display only those records on reports?
- 11
0
votes
1
answer
665
views
Ability to send Reports via email to a group of users on an hourly basis
I want to know that whether it is possible to send reports data as a content via email to a group of users, on an hourly basis and during the business hours only.
I am aware of the standard ...
- 1,089
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
0
votes
1
answer
449
views
Display filtered list in page layout
I'm trying to display a list of records related to the record being viewed on its page layout. I could see doing this either by embedding a filtered list report or by creating a custom related list ...
- 27
0
votes
1
answer
54
views
Allowing access to particular reports in a report folder
I have several reports created & saved in a specific folder. Now I want to provide access to certain reports & not all reports to a user. Whats the best way to do it?
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
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
0
votes
1
answer
53
views
How can I create a list of all email addresses by Industry?
I'm just trying to create a list of all names and email addresses for everyone within a given market sector defined by the field Industry.
The standard reports don't offer it, so I am looking for ...
