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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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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 ...
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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 ...
Shakti's user avatar
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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 ...
Angelo Rigo's user avatar
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598 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 ...
Lut's user avatar
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-1 votes
1 answer
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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 ...
CanadianSQLDummy's user avatar
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217 views

How to filter to latest date of Opportunities on an Account

I’ve spent a good amount of time trying to figure out or find this answer - I created a report showing fields from both Accounts and Opportunities and there are sometimes multiple Opportunities tied ...
Kari Hedrick's user avatar
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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
Rajiv Singh's user avatar
-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 ...
MarkC5000's user avatar
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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 ...
Russell Brown's user avatar
-1 votes
1 answer
320 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 ...
Chandlerbeen's user avatar
-2 votes
1 answer
924 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)...
Shamim Siddique's user avatar
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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 ...
Fillorian's user avatar
1 vote
1 answer
901 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, ...
SpicyPat's user avatar
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644 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 ...
Jeremy Altman's user avatar
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1 answer
326 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?
Kamlesh Pillai's user avatar
2 votes
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747 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 ...
Michele Kleinhomer's user avatar
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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 ...
Emmanuel BRUNO's user avatar
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585 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 ...
Manohar's user avatar
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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, ...
Deep's user avatar
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1 answer
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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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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" ...
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2 answers
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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 ...
Ryan McNeely's user avatar
1 vote
0 answers
636 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. ...
Jacob22's user avatar
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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 ...
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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 ...
Libbyyy's user avatar
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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 ...
Giorgos Galaios's user avatar
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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 ...
Thomas's user avatar
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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 ...
Quddus's user avatar
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1 answer
753 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
chris's user avatar
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2 answers
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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 ...
Chris's user avatar
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1 answer
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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 ...
MichaelLev19's user avatar
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229 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, ...
David Mycka's user avatar
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1 answer
671 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. ...
Laureant's user avatar
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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 ...
Laureant's user avatar
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1 answer
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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 ...
Laureant's user avatar
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2 answers
254 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 ...
user33433's user avatar
1 vote
2 answers
915 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 ...
Sanjana's user avatar
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0 answers
389 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 ...
indrasen neelam's user avatar
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1 answer
10k 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 ...
lijindev keloth's user avatar
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1 answer
58 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 ...
Srujan's user avatar
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0 answers
975 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 ...
Chance's user avatar
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0 votes
1 answer
37 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 ...
Anjana Jayaseelan's user avatar
1 vote
1 answer
478 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 ...
TPEHEP's user avatar
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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%) ...
David Mycka's user avatar
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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, ...
Tom Wright's user avatar
0 votes
2 answers
219 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 ...
Phuc's user avatar
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1 vote
0 answers
236 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 ...
Irene's user avatar
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0 votes
2 answers
179 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 ...
ScottH7a9's user avatar
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1 answer
622 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)?
sid's user avatar
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3 votes
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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 ...
Dan Watkoski's user avatar