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Questions tagged [joined-reports]

A joined report "lets you view different types of information in a single report."[1] They allow you to join up to five objects together in one report. [1] http://login.salesforce.com/help/doc/en/reports_joined_format_overview.htm

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Reports showing Account Activities email field blank despite the fact that salesforce has value

I have created a custom report type - Account ( as primary object) and Activites as related object. But when i am adding coloum- email from activities, reports showing field blank in all records, ...
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1answer
40 views

Rollup Opportunity amounts on a Custom object using user account as middle man

I've been on this journey to get a more complex report done, and after trying out various methods (joined reports, custom report types, various rollup apps) I still haven't gotten anything to work. ...
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20 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 ...
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1answer
25 views

How to create report that is built on multiple objects

So I've been given the job to create a report, that compares a target sales amount to actual sales amounts, and lastly to a funnel (which is taken from the SUM of all opportunities Estimated Net ...
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14 views

Report filter for the child object and sub child object

Opportunity object have the child object Quotation and sub child Quotation Line Item. Opportunity also have one more child object Delivery. Here Delivery doesn't have any relation with Quotation or ...
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2answers
24 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 ...
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2answers
23 views

Report on Account with their Opportunities

I have a requirement where i have one parent account and that account has many child accounts and their opportunities. The Account Owner of the Parent account needs to be able to report out a summary ...
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1answer
60 views

How to Add Row count in Summary report format

I want to show Top 10 Campaign in last year. Report type is Summary and then add this report into Dashboard. I can't see Row Limit option in this Report type. Can we do this ? Thank You.
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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 ...
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1answer
250 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 ...
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15 views

How to make a report that shows subtotals on the same line as the grand total?

I currently have a Summary Format report that produces the following: But what I would like to have is the subtotals to show as separate columns, because this would make it much more readable. So ...
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133 views

Required Fields Missing Error In Dashboard while Installing

we have created a new package and after that when we try to instal it in any org - we are facing the following error while installing,can you please find me root cause for this error. Error: (...
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1answer
227 views

How to do a SOQL left join

I got these tables in SF and listed a few fields below : SF_Opportunity (dimension) ID (Opportunity ID) TXC_Converge__c AB2__ABOrderID__c SF_OpportunityLineItem (dimension) ID (Line Item ...
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1answer
29 views

Links On Reports

Hello I have a report which lists all transactions. Now is it possible to put a custom link on report row which takes the record Id and opens another page by sending the Id ? Like formula or ...
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53 views

Report on Multiple Child Objects

Is it possible to create a report that combines multiple child objects into one report? Hopefully into a pie chart or doughnut. I can't find a way to do this in standard reporting, so I was wondering ...
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1answer
13 views

create report for checking contact and usera are available for one user in salesforce

There are contact and users available in salesforce with same user. For contact and users email address will be same. I need to verify in report that all the users have contact created. Could you ...
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3answers
235 views

User can view records in list view but not report?

I have created one report on opportunity with account report type .Report folder has shared with Manager access to one user . User have access to on report in Opportunity with Account report type. But ...
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1answer
91 views

How to pass parameters to “Report summary” component in community page

I have to use reports in community with template Napili. When i use 'Report summary' component in 'Report detail' template reports work well instead of 'Report chart' component in other pages. Later ...
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49 views

Opportunity stage Report or Dataloader export in salesforce

I would like to generate a report on opportunity stage with dates. for example the reports with following columns. Opp Name Finalist (50%) (90%) Closed Won (100%) ...
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2answers
39 views

How to filter a report based on properties of two related records?

I have a custom object that represents purchases in an online shop. Each instance of this object has an optional relationship to an account and at least one relationship to another custom object, ...
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2answers
46 views

Join Leads with a Custom Object based on email address

I have been tasked to create a report that ties leads to a Custom Object(Product_Ordered). Each object may or may not have an email on the record. For example: There 3 lead records with an email ...
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44 views

Report on 2 unrelated objects joined by date

I need to create a report with a graph where it shows month by month the number/amount of sales (custom object Invoices) and over the same month how many Cases were lodged. The 2 don't relate to each ...
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1answer
228 views

How to export Lead data from salesforce to CSV file, including Open activities,activity history and campaign history

I need to export all my Lead data from Salesforce(CRM) to CSV file.Basically i need a back-up file of my lead data, including Open activities,activity history and campaign history. Can it be, ...
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2answers
73 views

Reporting problems with multiple objects

Hello: I have what sounded like a very simple task to fulfill. Create a report of Accounts that includes a field showing the number of Cases associated with the account. So the final report should ...
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1answer
43 views

how i can create report on knowledge article with article types ( ex :Product Advice)? [closed]

how i can create report on knowledge article with article types ex: product advice?how i can create report on knowledge article with article types ( ex :Product Advice)?
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29 views

Our Customer Communities Plus Users can't customize Joined Reports

We have a Community setup with Folders designed for each Client. In them, there are a series of folders with reports designed for their needs. As you can see above, I noticed that one Client was ...
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1answer
64 views

Report to consider filters from different child objects

I have a report which need to consider filters from different child objects. Like i have object A as parent, Object C,D as childs. I need to create a report on object A where it need to consider ...
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2answers
212 views

Report Criteria for Parent Child

I have a parent child objects (just lookup relationship). Can I get a report with All Parents who do not have at least 1 Child in Active Status? This is to identify any Parents who do have an ...
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782 views

How to remove row with record count 0 from one particular report block in a joined report

I have a joined report on Account and its 2 related objects. Report Block 1 with Account + OBJ1 Report Block 2 with Account + OBJ2 Joining is on Account Id. Both of these blocks have their own ...
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2answers
58 views

Is it possible to retrieve data from an object which has lookup relationship with other object and display in report

I have 3 objects opp1,mile2,cust3. mile2 and cust3 are related list in opp1 mile2 has opp1 as lookup field cust3 has opp1 as master detail I have to create a report which have some fields in mile2 ...
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1answer
198 views

how to create a report with different objects with different fields

Can some one help with reports, I want to create a report with 2 different objects(Customer,Milestones) which is from same opportunity, some fields from milestones and some fields from customer. I ...
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1answer
150 views

how to create a report wihich inludes combinations of two related list under opportunity object

I want to create a report with two related list's under my opportunity object, like i have milestone and customer success feedback related list, so i want to create a report which contains fields of ...
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0answers
36 views

Unable to create reports based on activities in sfdc

I got a requirement like to create reports for activities.i have user able to view all accounts and Opportunities.But he can't able view all activities while creating reports.I don't where it will not ...
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1answer
83 views

GetsessionId formula not working in joined report

I have a formula field on Opportunitu using the getsessionid() formula. I added this field to a report. This works fine in a tabular report but not working in a joined report type - the session Id ...
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1answer
356 views

Passing Variables to Joined Reports in JavaScript

I would really like to create a button to a joined report that gives information on the current account. I am used to passing parameters in standard reports, but I have found out that I can't do the ...
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1answer
87 views

Add Contacts to Campaign from Joined Report

I have a joined report that shows a list of Contact email addresses that I'd like to add to a Campaign. However, because of the way the objects are structured (Contact > Junction Object > Membership >...
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1answer
43 views

Report on Parent with two Children

I haven't found a clear answer on this: is it possible to create a nice report of one parent object with multiple children? I've been able to achieve a report that can filter (with cross-object ...
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1answer
77 views

How to join two selects

I have these queries, select ownerId from account select firstname from user How can I join them? OR How can I get the owner name from account table? Thanks in advance.
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1answer
28 views

Report to show Contact with two different Custom Object types

I have a Contact Object and a custom object called "License". On the License object custom field "Type" specifics if it is an "Evaluation" or "Commercial". Additionally, custom field "Product" ...
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2answers
369 views

Create a calculated column in a report or tool/app to do so

Is it possible to create fields on a report? In SQL I was able to do this fairly easily. An example would be: Item ---- Qty ---- price --- total (qty*price) Do I always need to have total on ...
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1answer
2k views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
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1answer
274 views

salesforce Report in pdf

I need to show the salesforce standard report in pdf format. please help on this as I tried getting the report into visual force by using <apex:page showHeader="false" sidebar="false"> <...
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1answer
873 views

How to create Report: My Accounts and My Account Team Accounts

I'm trying to create a report that shows me all Accounts where a User is the Owner, along with all Accounts where the same User is an Account Team member. Out of the box, the 'Accounts with Account ...
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1answer
46 views

Need to create leads with or without activities and also show task field in the report

I need to create a report on Leads with or without activities and also need to show lead task field in the report... new bee....
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0answers
26 views

Generating reports on Opportunities having Related list with contradictory conditions

I have an custom Object Eval which is having lookup relation with Opportunities object. This Object Eval having a field ' Type ' which is of type pick-list with some values like 'A','B','C' If two ...
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0answers
97 views

Opportunity report with Contacts with specific Activities

I want to make a report with Opportunity information. I want to filter out Opportunities where the Contact has an activity assigned to a specific User. Our activities are only linked to the contact, ...
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1answer
37 views

How to the pull the report start date less then close date?

I am trying to pull the report start date < close date in opportunity object,It is possible to do it?
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1answer
78 views

joined report setup

In my data model I have the opportunity object with a lookup to a custom object called tenant. I have another custom object called subs that also has a lookup to tenant. How can I create a report ...
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2answers
71 views

Report Type issue?

I have created Report Type Opportunity without Contracts (Criteria used primary object- "Opportunity" and Contract as the related object. Relationship used - "A" records may or may not have related "B"...
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1answer
166 views

Getting the type of report Programmatically

I want to identify the type of the report pro-grammatically. I am using Reports.ReportDescribeResult describe = Reports.ReportManager.describeReport(objReport.Id); But it fails for Joined reports....