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
112 questions
-1
votes
0
answers
26
views
how to create custom report type with three objects when 2 objects are related to primary object but are not related to each other
I have to create a custom report type linking Case, Survey Responses triggered by that case and Articles attached to that case. Here both are related to case but are unrelated to each other. How to ...
1
vote
0
answers
19
views
How to dynamically change filter for a joined report?
I have a joined report where I need to pass account Id for the filter on the 2 blocks I have in the report. I am able to do this for a normal report but not sure if we have a way to do this for a ...
- 143
0
votes
0
answers
26
views
Joint report – Grouping Issue – unable to display in dashboard
we currently have a live dashboard with 20 panels/reports – however, one important panel/report we’re unable to display. It’s a joint report – with a pull thru ratio created. The ratio is correct and ...
-1
votes
1
answer
66
views
Show all records from report via LWC
I'm displaying report records in an LWC page, but I'm only getting 2000 records, even though the report has over 10,000 records. It seems that the report data is limited to 2000 records. How can I ...
- 1
0
votes
1
answer
51
views
Why joined report doesn't work with polymorphic relationship field?
Why joined report doesn't work with polymorphic relationship field?
RecordId or EntityId field is a standard polymorphic relationship field which has relationship to many objects including ...
- 17.8k
1
vote
0
answers
71
views
Assistance Needed with Left Joined Custom Report
Assistance Needed with Left Joined Custom Report
I have a custom report that combines two objects, Intakes (Leads) and Matters (Intakes converted to Matters), using a left join. I opted for a left ...
- 11
0
votes
0
answers
30
views
Query for all the org configuration regarding reason, subreason, SLA and queues
I am looking to retrieve, for all the record types, these fields : "Motivo do caso, Submotivo, Local da Ocorrência, Fila Resolvedor, Filas para Conhecimento, Filas 50%, Filas 100%"
My first ...
- 23
0
votes
0
answers
1k
views
Joined reports error: no common fields on the report type
I have two report types:
Report type A: Contact Roles
Report type B: Sport Affiliations
They both share the Lookup field "Account".
But still I get this error:
"Choose a different ...
- 297
-1
votes
1
answer
36
views
Blocked on leads report
I’m having some trouble completing my client’s request. I was asked to create a report on leads grouped by the name of user who created the leads, with 3 columns:
record count of all leads
record ...
0
votes
0
answers
101
views
How to write summary formula to calculate percentage based on coloums total?
I did some research but i am unable to get it.
I want to create a formula for this calculation:
Total Records- Total CompletedOnboarding/Total Records *100.
Please guide
-1
votes
1
answer
2k
views
Report with Contacts with Activities and Opportunities [closed]
I am trying to create a report in Salesforce that will display all contacts that have activities and opportunities. Is there any easy way to do this or is it even possible? I tried doing an activities ...
- 141
0
votes
1
answer
271
views
User Object and Membership Object Report for Community Users
Looking to build a report in Salesforce where I have data that can link the two objects but can not figure out how to pull the data.
Needing a Report with the User Email and Membership Number tied to ...
-1
votes
1
answer
370
views
Create Opportunities and activities created by user joined report [closed]
I'm new with joined reports and I'm trying to create a joined report that shows the number of opportunities and activities created by each user.
Previously, I've created 2 report separately, one about ...
- 71
-2
votes
1
answer
1k
views
In report how to pull additional fields from master-detail relationship
I have an object Y with field X which is a lookup field of the same object(Y). I want to create a report that pulls many fields from my object (Y)(including field X and master-detail relational fields)...
0
votes
1
answer
227
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 ...
1
vote
1
answer
1k
views
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, ...
- 61
0
votes
0
answers
705
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 ...
0
votes
1
answer
359
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?
3
votes
0
answers
851
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 ...
- 1,543
0
votes
1
answer
1k
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 ...
- 1,184
0
votes
0
answers
657
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 ...
- 51
0
votes
1
answer
3k
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, ...
- 9
0
votes
1
answer
2k
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 ...
user88356
0
votes
1
answer
5k
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" ...
- 175
0
votes
2
answers
4k
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 ...
- 777
1
vote
0
answers
683
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
0
votes
2
answers
1k
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 ...
- 1,960
0
votes
0
answers
381
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 ...
- 9
1
vote
0
answers
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 ...
- 937
0
votes
1
answer
1k
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 ...
- 2,320
0
votes
1
answer
855
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
- 161
1
vote
2
answers
2k
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 ...
- 11
1
vote
1
answer
4k
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 ...
- 483
0
votes
0
answers
240
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, ...
- 1,367
0
votes
1
answer
709
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.
...
- 239
1
vote
0
answers
272
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
0
votes
1
answer
8k
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 ...
- 239
0
votes
2
answers
260
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
2
answers
1k
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 ...
- 41
0
votes
0
answers
458
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 ...
- 141
0
votes
1
answer
11k
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 ...
0
votes
1
answer
246
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 ...
- 131
0
votes
0
answers
1k
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 ...
- 1,070
0
votes
1
answer
45
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 ...
1
vote
1
answer
488
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 ...
- 196
0
votes
0
answers
156
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%)
...
- 1,367
0
votes
2
answers
2k
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, ...
- 291
0
votes
2
answers
227
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 ...
- 373
1
vote
0
answers
243
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 ...
- 1,885
0
votes
2
answers
205
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 ...
- 585