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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Creating custom report with 2 parents, 1 child object

I need to pull a report that pulls info from 2 parent objects with the same child. We have opportunity and payment as both parents of GAU Allocation. We need to access fields from GAU Allocation, ...
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44 views

How to set up a custom Quota's object? (multiple quotas)

I'm looking for some folks to help me brainstorm how to set up a custom object(s) to allow managers to input quotas for sales people. I can't use the OOTB forecast/quota functionality because it only ...
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14 views

How to choose Group by field in joined report

I'm trying to create a joined report that compares the number of Opportunities owned by a user with the total of the Amount field of a custom object 'Revenue' that has a lookup to User called 'Sales ...
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25 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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22 views

Display cross-block summary formula in a report chart

I have a joined report with two blocks. I have a cross-block summary formula that produces a number value at the bottom of the report correctly. I want to display this number in a metric chart on ...
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39 views

Report returns no data while matching SOQL query does

I have a user who made a joint report with 4 blocks, all of them on the same report type. The report type gives access to Opportunities, inner join a 1st custom object (let's call it Custom1), inner ...
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14 views

Creating Reports in salesforce by joining salesforce Object with external datasource(Oracle, Microsoft, SAP) without storing the data in salesforce

I am planning to create a report in salesforce by pulling data from salesforce standard/Custom object and from external system (Oracle, Microsoft, SAP) and i dont want to store the data external data ...
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21 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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30 views

I am not able to filter a field in a Dashboard that contains Reports of different Report Types in Salesforce

I have a Dashboard containing few Reports with different Report Types(Opportunities, Opportunity History and Ops with Order). So in Account object, there is a custom field - say custom__c. This field, ...
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116 views

Scroll down is not working report

I had an issue with the salesforce report , scroll down is not working. When selecting a date field to use in a report filter, clicking on the scrollbar to scroll down in the field list will ...
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318 views

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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20 views

Joined report grouping

I have a joined report of two different objects with activities. I have grouped them cross-block with accounts since they both are related to accounts. Is it possible to group within a block as well? ...
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How to store Opened Date, Send Date, Clicked Date from _Open, _Click and _Send Data Views in a single column in Data Extension?

I have queried to store the sends, opens, clicks, delivered, bounce and unsubscribed event tracking using a single query. My additional requirement is to store all the Event dates of sends, opens, ...
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81 views

Joined report is not displaying all record data

I am trying to create a joined report.  The initial report is Opportunities by the related object Property (which returns 2 records).  The "add block" joined report I added is Opportunities ...
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187 views

Show a Join Report WITHOUT Chart on Lightning Home Page

I have a very simple use case: Have a Joined Report I want to show that on the Lightning App Home page Have tried the following: Create a Joined Report with Chart > Added to a Dashboard > ...
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28 views

One blank block in a joined report (Lightning)

I want to see the activities of some contacts, and also some information these contacts have on a custom object called responses. Therefore I'm trying to join 'Activities with contacts' and 'Responses ...
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555 views

Reporting - 5 layers of Account Hierarchy and their related Objects

I've tried JOINED Reports but I'm not an expert. Can I do something like this with 1 or more Reports? Ideally it would support all Child Objects per Account in an Account Hierarchy, as you see in the ...
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129 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. ...
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2answers
228 views

Report on child objects without parent in MD relationship

I have Object Parent and Object Child in Salesforce. Both are set as 'reportable'. When i try to create reports, i only see Object Parents and Object Parents with Object Children. I want to run the ...
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66 views

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 ...
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23 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 ...
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1answer
252 views

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 ...
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1answer
106 views

Need to create a report based on the two defined product if present in the opportunity line item

Need some help in creating a report which will provide all oppty which has product1 and product2 in their opportynity line item. Product 1 and Produc 2 will be an AND condition so that it only shows ...
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1answer
111 views

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
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2answers
255 views

Need to pull a report on the count of cases worked by an agent. But agent does not own the cases

We are having a challenging scenario. Any help would be greatly appreciated. We have a team of agents who works on the customer service cases. But once the case is closed the ownership changes to the ...
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1answer
860 views

Filter reports by the interval between two dates

My Opportunities have Start Date and Close Date. These are treaties. Between these dates the company makes a profit. I need to show in the report how much profit the company receives in a month and a ...
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68 views

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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288 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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124 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
2k 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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2answers
59 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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30 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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107 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 ...
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1answer
2k 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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1answer
4k 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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32 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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344 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
15 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
1k 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
324 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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89 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
270 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
99 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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114 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
676 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
88 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
262 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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67 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
200 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
960 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 ...