Questions tagged [reporting]

General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.

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Inconsistencies in the Email Tracking tab vs Data Views

I am checking the email performance from an email sent through Journey Builder in the Email Tracking tab, and it seems the unique CTR is much lower VS the unique CTR I see in the Data Views, do you ...
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Sending email to record owners in a report

I have a report that contains the top 20 opportunities for a certain industry. Is there a way to automatically send an email to those specific opportunity owners on a monthly basis? These ...
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Formula to calculate latest date from different orders in a report

Hey guys :) so I'm stuck here... I got a report in salesforce containing an 'Issue Date' field, and it would help me a lot if I had the latest date from different orders... I tried to create a field ...
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Send Reports to Non Salesforce Users [duplicate]

We want to schedule 8 reports to 15 non-salesforce email addresses every week on Wednesday. In salesforce, I can see that we cannot send email results to Non-Salesforce users. What is the best way to ...
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Summary Level Formula - Sum Closed/Won Opportunities

I am using Lightning and trying to build a summary level formula field to show the sum of closed/won opps next to the sum of total opportunities for a given time period (fiscal quarter for example). ...
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SOQL Queries using the Rest API results are close to half that of the Salesforce reports

I have a query in SOQL SELECT+Event.Id,Event.CreatedDate,Event.StartDateTime,Event.EndDateTime,Event.Subject,Event.DurationInMinutes,Event.OwnerId,Event.Status__c,Event.Intro_meeting_summary__c,Event....
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Unable to Report Events(Activities) with Direct Relation to Account via WhatId

Is there any way we can use standard reporting capability to fetch Events where WhatId is associated with an Account record ? I am able to fetch Events which are linked (in-directly) with Account via ...
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Can I get info of which mobile SO my subscribers open my emails?

Trying to use Datorama to track which mobile SO my subscribers open my emails with, but Datorama only tracks push regards mobile data. Is there any way I can use Datorama or any other tool to get this ...
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Opportunities report from campaign contacts at account level

Is it possible to bubble up contacts on a campaign to the account level and report opportunities closed at the said account(s) back to a campaign? Currently, I have campaigns to contact to opportunity ...
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Create report to include top 3 opportunity wins and losses

is it possible to create a report having both top 3 wins and losses for opportunities in a single report?
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Build report that compares open Opportunities to open Leads

So I have an opportunity that can be open, where a different product lead that came from that opportunity will still sit as a lead. E.g. using SF to track orders of a new car + a lead for the disposal ...
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How to include the Account Team object's fields in a report that includes Account records

I tried using the standard report type - Account with Account Teams. But the fields for the Account Team Object related to the Accounts does not appear in the list of fields to include in the report. ...
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Reporting Interval Between Two Dates Within Same Column

Thanks for any and all help! This is pretty straight forward but I am failing to execute. It is simple to calculate the difference between two dates if they exist in two columns, however, in this ...
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Report by "My Team" even with transparent sharing rules

At the moment we are unable to use the “My Team’s Accounts” (or Opportunities) filters as seen below, when we do nothing is filtered and I believe it’s because of our sharing rules and I’m looking for ...
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How to Navigate to particular folder of Report with Navigation button in LWC

I am trying to navigate the Custom folder (Name: Account Report) of the report with the lightning button in LWC. I am able to Navigate the home of a report by the following code. But I want to ...
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Can I do a Joined report on Lookup(User) and Date Fields

I have 2 objects that I would like to do a join report on. The standard Activity Object and a custom object. They both have lookup fields to the User object and a date field. Is it possible to do a ...
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Is it possible to set up a scheduled job to automatically move reports from one folder to another folder?

Since the Unfiled Public reports folder cannot be restricted, I was wondering if there is any way a job can be scheduled to automatically move any new reports created in the "Unfiled Public ...
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Converting CSV to an APEX List [closed]

I have a csv file downloaded with 1 column listing about 3000 names. What is the simplest way to grab all these names and store them in a List to be further manipulated in Apex? Thanks!
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Security setting on report type

How can I allow reporting on only one report type(there is only one custom object in this report type) for a particular profile in salesforce? All other report types should be hidden/not selectable by ...
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Account Conversion Rate report

I need to create a chart showing the Account conversion rate (from Account Type Prospect to Customer) by country. Tracking of the field Account Type was activated and I am using the Account History ...
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Question from sales guy: library lookup within an Opportunity

Preface: I'm not a developer, but looking for help. My sales org uses Lightning version -- within the Opportunity, I would like the opportunity to lookup in our Library the Close Won / Close Lost ...
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I have no clue how to use Datorama with Contacts Counts

Good morning, So we use Discover Report for Account send Summary, deliverability, and contacts counts, my main problem is I can't get the information of CONTACTS COUNTS on Datorama, and I would like ...
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Is there an automated way to determine if the system createdby field is included in reports and which ones

Is there an automated way to determine if the system CreatedBy field is included in reports and which ones? OR do we need to do a manual review of all reports to determine which need to change? I ...
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2 answers
180 views

Download report data having >2k records through API

I am a new bee in Salesforce world. We already have an implementation of Salesforce where we are hitting analytics API via rest client in java application to receive the report data. API: services/...
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Auto-suppression reporting

We have implemented auto-suppression in our parent BU down to all BU in order to suppress email sends to Russia. This is working fine. When the system tries to send an email, it just suppress this ...
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Cross filter with a date not working

I'm trying to create a report showing me the accounts without contract for 2022 year I selected : all accounts created date : all time Cross filter : accounts without contracts, start date less or ...
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Creating a report based on Data Extension attribute?

My company has a Data Extension which gets updated daily and it consists of for example below: Name Product Product ID Weight Jason Banana 11111111 1kg Kim Apple 22222222 2kg There will be new ...
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Apex to run report and cast the data to an SObject?

I have a list of report Ids that I need to run, take action on the data such as creating a record, and then send that report data to an email address. These reports all have different criteria, ...
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Custom Report Type lookup field not showing in report builder

I have set up a custom report type with Opportunities which can have 1 or many assets: On the Opportunity object exists an Invoice object and in the layout properties, I've created a look up field ...
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Using reporting to show field completeness

I have an object with a bunch of fields and I want to run a report that will show the total number of records and how many or what percentage of each field is complete
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How to build a report on objects connected by a text field?

Let's consider an example data model with two objects connected with a relationship as follows: A general request is to make it possible to build any type of report that could list Custom Objects B ...
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1 answer
50 views

Error when sending report from sales cloud

I have been trying to send an email containing Lead Report from sales cloud. The email when received shows the message "Failed" with an error report in the body. The error states "Error ...
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1 vote
1 answer
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Tally conditional column on Reports

I have a report which retrieves from X Object with 2 fields called below. The first one is XObject Name and the second is a custom date field. Problem is we need to add a tally based on that custom ...
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Salesforce Lightning - Summary level formula to compute rate of installed voicemails out of eligible voicemails

I have just started learning how to write row-level formulas on Salesforce Lightning. I am attempting to create a summary formula column while only being eligible to use at most 1 row-level formula in ...
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How to calculate average value for summary report?

I am building a report on user's login rate which should calculate how much times a user logged in per working days in a month, applied formula "User Login Rate" to get a login rate value ...
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Reference Unrelated Report on Dashboard

I am trying to create a report that is dependent on the Case object, as well as the Einstein Bot Reports from AppExchange. Is it possible to reference a total from a report built on the case object? ...
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3 answers
39 views

Want to differentiate between two Date/Time fields without involvement of second

I have one scenario where I have to display cases in report whose lastmodifieddate is greater than closeddate So everything is working fine but there is one issue I have a case and I closed it. In my ...
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1 answer
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Report with a Date Range?

Is it possible to create an opportunity report that reviews opportunities by a date range field (like January-February) instead of a singular date field (like "Created Date")?
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1 answer
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Standard Filters for Report

I've been doing some work on gathering info from a report using its metadata in apex. In this picture is basically what I want to extract: Currently, I am confused as to why my method for getting the ...
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How to best track opportunities by their products' "active" dates for a report?

Simply stated, my goal is to write an accrual report that lists all closed/won opportunities by each month (with each month including in an opportunity only if any of its products are active during ...
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Calculate % by specific value grouping in matrix report

I'm currently trying to get the conversion % for every lead status based on converted leads. But some situations converted leads will be multiple records because multiple leads will be converted to a ...
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Create Net Promoter Score formula in report

Hi everyone and happy holidays! I'm trying to create a NPS (Net Promoter Score) formula in a report. This should show the NPS score (on a "Survey Response" custom object) grouped by Country. ...
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Super message count [duplicate]

Is there a way to see how many super messages are used on SFMC (including emails, cloud page impressions and anything else)? note: The last question on this topic I could find is from 2016. I hope ...
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creating a report with the number of records for each value in each field

I'm new to Salesforce so please be patient. (I do know SQL if that helps.) I'm trying to create a report that will, for a bounded period of time, tell me how many records exist for each value in a ...
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Duplicates account not displayed in the report

Hello, I disabled the standard account duplicate rule because it shows accounts which has no duplicate records. I created a new matching rule based on the exact account name and I created a duplicate ...
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28 views

Unable to create report on AuthSession Object

We have requirement to identify list of users logged in to Salesforce currently(In other words, who have active session). We understand AuthSession Object has details of active session users but we ...
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1 answer
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Need help with a summary level formula

first time posting here and looking for some help. I am currently doing a chargeback report in which I need to show a total current share. I use a series of summary formulas to create the needed ...
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SF Report- Create buckets based on the prefix of a value in a column

Is there a way to create buckets of values from a column based off of their prefixes? ex. I have Jira tickets in my report column = Jira Ticket # Jira Ticket# NH-12838 DBGTS-12332 DBPS-23233 IDT-...
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1 vote
1 answer
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How to find the location/folder of a report programmatically

Been spending a long time trying to get all the info about a report programmatically using apex. One place I'm stuck at is how to get the folder name where the report is located in, and also its ...
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current FY Option missing in standard Salesforce reports

When I'm going to create a new report in Date Range dropdown there is value is missing. Current FY value is missing in Standard Report Kindly provide any inputs to fix this issue. Thanks, Chanbasha
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