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

Filter by
Sorted by
Tagged with
0
votes
1answer
13 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 ...
0
votes
0answers
18 views

Joined reports not recognising a field to join objects on

I have the following objects in my org: Thing__c->Master-Detail-> Item__c -Lookup-> Concrete_Item__c -Lookup-> Join object -Lookup-> Account and lastly a Thing_Account__c which has simply two fields ...
0
votes
0answers
10 views

Joined report filter by date for comparison, last 30 days vs last (60 days-30 days)?

Im trying to get a graphic in my dashboard of the number of events group by User comparing the events of the last 30 days vs the events of the last (60 days minus the last 30 days) and I cant only get ...
1
vote
0answers
14 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. ...
0
votes
0answers
23 views

Dashboard Cannot Draw Data from Joined Reports :-

I have created a Joined Reports, added chart as well. However, when I am adding the same report in Dashboard as a component, I get an error saying "We can't draw chart for this Data" When I reviewed ...
0
votes
0answers
21 views

How to get Related Records of Related Records in a Report

I have an account called "Main". I have a custom object called affiliations that stores information about an account's relationship with another account. I can get all of the accounts affiliated with "...
0
votes
2answers
59 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 ...
0
votes
0answers
25 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 ...
0
votes
0answers
25 views

report using custom object with accounts and cases

There exists a custom object with two lookup fields to the account object. Its purpose is to establish an affiliation between two accounts for a period of time (effective and terminate dates). One ...
1
vote
0answers
19 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 ...
0
votes
0answers
13 views

How to Generate a report with Role Hierarchy for custom object?

We have role hierarchy filter in Opportunity object. The same way i need to filter records based on role hierarchy for custom object. report type is standard. Can you anyone suggest me any idea how to ...
0
votes
1answer
63 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 ...
0
votes
0answers
17 views

Joined reports using customer report types don't respect sharing settings

Is this a known limitation in Salesforce? We haven't seen it documented and it is hard to search for due to the commonality of the terms and history of errors in earlier releases. We have a joined ...
0
votes
0answers
26 views

Report: Opportunity Product with related Contacts?

I need a report that contains the Opportunity Amount, Opportunity Product and a Lookup-Relationship from the opportunity product that holds an contact object. I could not find any combination of ...
0
votes
1answer
25 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 ...
0
votes
1answer
35 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
1
vote
2answers
67 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 ...
1
vote
1answer
210 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 ...
0
votes
0answers
35 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, ...
0
votes
1answer
156 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. ...
1
vote
0answers
56 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 ...
0
votes
1answer
755 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 ...
0
votes
2answers
38 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
2answers
28 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 ...
0
votes
1answer
506 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.
0
votes
0answers
67 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 ...
0
votes
1answer
1k 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 ...
0
votes
1answer
2k 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
1answer
31 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 ...
0
votes
0answers
199 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 ...
0
votes
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 ...
0
votes
3answers
835 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 ...
1
vote
1answer
232 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 ...
0
votes
0answers
77 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%) ...
0
votes
2answers
96 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, ...
0
votes
2answers
72 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 ...
1
vote
0answers
97 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 ...
0
votes
1answer
554 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, ...
0
votes
2answers
79 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 ...
0
votes
1answer
157 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)?
3
votes
0answers
65 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 ...
1
vote
1answer
126 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 ...
0
votes
2answers
753 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 ...
0
votes
0answers
1k 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 ...
0
votes
2answers
83 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 ...
1
vote
1answer
466 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 ...
0
votes
1answer
281 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 ...
0
votes
0answers
41 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 ...
0
votes
1answer
128 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 ...
2
votes
1answer
549 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 ...