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Questions tagged [report-builder]

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ReportBuilder Conditional Sum on String field

I have a custom field called IsReturnClient__c, a string field with its contents either being an "A" or a "B" for a custom Grade object. I group the Grade objects by their owner. Now, i want to have a ...
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1answer
50 views

Summary Formula ReportBuilder

I want to summarize the following information from a report I was given: I want to make a summary column that does the following: IF a row/borrower name has a nonzero entry in both the "0" and "1" ...
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1answer
464 views

New Lightning Report Builder (beta) - No way to filter nulls from Number fields?

Just trying out the new LEX report builder UI for the first time, and pretty quickly ran into what appears to be a major limitation: You can't filter on blank/null values for number fields! Add a ...
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0answers
40 views

Managed packaged fields are not visible in report builder

We are using service max (managed packaged) in our salesforce org and creating report on cases (standard report type). but it is not showing all managed packaged fields in the report builder to system ...
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2answers
758 views

Winter 18 Error with reports and dashboards after enabling Lightning Report Builder

I have tried to enable the Winter 18 new Lightning Report Builder. So I have added a permission set to my user that has Report Builder (Lightning Experience) permission. After doing that - I cannot ...
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115 views

Report Summary type with Chart having custom field in Y axis

I need to create a Report of summary type with a custom field in Y axis. But every time I try do that getting only option as Record Count. Can someone please let me know how to achieve that? Below ...
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0answers
43 views

Field names in report when Using Metadata API [duplicate]

I Use the Metadata API to read, analyze, edit and create/update reports. I noticed that the field names (when specifying columns, filters, and groupings) which are returned when reading are not ...
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1answer
13 views

Generate “Report Export Date” Value on a Report and Associate Value with Each Record on Report…Feasible?

Is there anyway to populate the date or datetime a report is exported within a report...a field value that will be associated with every record in the report? For instance could i use the a field ...
2
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1answer
759 views

Custom sort order in a report

I have a field with the following possible values: "1-4","5-9","10-16","16+" This is the order I want them to appear in a matrix report. But they appear in this order: "1-4","10-16","16+","5-9" ...
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1answer
338 views

Modify standard report type - help with opportunity report

I would like to query all products and select multiple users from my opportunity teams but using salesforce's out of the box report (Report Type: Opportunities with Opportunity Teams and Products) I ...
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1answer
89 views

Active Currency Not Showing Up (Multi-currency enabled, Reports)

Apologies if I am asking a silly question here, but I cannot figure out why my list of currencies (When editing a report -> Preview -> Show -> Currencies Using) does not show all my active currencies ...
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2answers
77 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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2answers
1k views

Exporting Report as PDF

This question might be duplicate, I checked stackexchange regarding this but didnt see clear answer, so posting this. How do we export a Salesforce report as pdf? As you know, currently we can either ...
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0answers
46 views

How do I populate report fields from “Household Account” or “Organization Account” instead of “Person Account”?

My organization recently upgraded to the Nonprofit Starter Pack 3 and is using the Household Account Model. Reports now are not populating the "Person Account" fields because "Person Account" refers ...
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0answers
57 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
77 views

Need a report on user and profile

I want a report on profile for every profile the count of users,profile name,User name and frequency of login. I have created a summary report with group by profile and username. But how to get count ...
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1answer
3k views

New custom field visible in Report type, but not visible in Report Builder

I have a custom field (cf1) within a custom object (co1) where the field-level security is set to "Read-Only" for all of the Profiles with access to that object. It is a Formula(Number) field. I also ...
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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 ...
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1answer
905 views

Create report to get Stage conversion rate of opportunity

I want to create a report on opportunity object to get conversion rate. Like if I have 100 opportunities are in 1 stage and 10 of them will travel all the stage and end with close-won So first stage ...
3
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1answer
49 views

Advanced Reporting Question

We have a need to show how many of our Accounts have 3 or more Licenses. I am having a hard time getting this into a report. We have a License & Registration object that has all of our ...
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1answer
29 views

How can a non-administrator view the filters on a defined report type?

Background: I'm working at $VERY-LARGE-COMPANY. I am not a Salesforce Admin, and getting the admins to make any changes requires a lot of lead time and a strong business justification. I am having ...
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0answers
110 views

Salesforce reports - how to disable smart totalling (or is there a workaround)?

As you will see in the picture, I have three columns in a report from two objects. The appointment object contains an APPID and the Matter Code contains the other information. I am "trying" to total ...
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0answers
20 views

need way to Reduce report

I have created 2 reports on account with same filter criteria,but different group by 1 report group by Geography 2 report group by Indusrty. and summarizing the annual revenue field for both report ...
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2answers
433 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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0answers
93 views

Created Date for Product2 not visible in custom report type

Im wondering what's causing this. I have 2 Custom Report Types. One is: Opportunities with Products The other is: Products with Opportunities In the former report type, I cannot see the field '...