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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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17 views

records of record owner is not showing to the that record owner in report in salesforce

there are few records created by the user. Now when he created report for those records, the data are not visible to him in report. My question is if he is the owner of records himself then why he ...
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7 views

Bucket field Reporting on With or Without Report Type

We recently rolled out a new product structure where we deactivated all 22k Products we had in Salesforce and put in 1800 new ones to be used going forward. I trying to build some reports and ...
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18 views

Map data in visualforce page to a field in Salesforce [on hold]

I have visualforce page that shows JIRA tickets associated with a case. What I would like to do is map the BUG-326 to a field in Salesforce, that way I can run reports on if cases have JIRA's ...
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8 views

Updating Standard Report Type via Rest API on Cases returning error: 'value \“\” is not one of the picklist choices.'

I am looking to update the report type of an existing report via REST API. First I get the report metadata via a GET/describe, then I string-replace just the report type (assuming there is just one ...
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0answers
14 views

How to create a new report programmatically and set audit fields?

I am looking to create a new report programmatically and set its audit fields (CreatedBy, CreatedDate, LastModifiedBy, LastModifiedDate). I followed this REST API Documentation to create a report ...
2
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1answer
19 views

How to Unschedule the report in salesforce

As per the salesforce Documentation, we can unschedule the report,But i cannot find the Unschedule the report option in salesforce please anyone guide me to unschedule option
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28 views

Getting MID of all the business unit in one go

we have over 100 BU and they keep getting created. is there a way to get the MID of all the business unit in some report directly or indirectly for tracking purpose. Tried out some reports but they ...
0
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1answer
13 views

Average of orders placed by an user

I have a requirement where I need to get the average number of Users who are placing orders each month. If I get the count using Roll up summary field, it will be the copmplete count of the year and I ...
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8 views

Can i show Growth percentage in Reports and dashboards? [closed]

I need to show growth percentage in reports and dashboards. like below image
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1answer
12 views

Creating a Report Formula

Trying to divide the sum of one grouping of Amount by Grand Total Amount, example: Record type: New Biz Amount 100 Amount 200 Sum = 300 Record type: Existing Biz Amount 50 Amount 200 Sum = 250 Grand ...
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1answer
31 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
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7 views

Conditional Logic in Buckets in Salesforce Lightning Reports

We created a Report with some buckets. Now, I want to sum up all the 'Deal' Bucket counts in another Formula Summary Field. Image Attached: I tried using the below Logic in Summary Formula: IF(...
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1answer
27 views

Create weekly report on open leads with history and send via email

So I've been given the task to create a weekly report that is sent by email (as an Excel file) to the administrator. The report has to contain all the open leads, and the ones that were closed in the ...
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1answer
25 views

How to soql to get salesforce reports in some specified conditions?

I know we can use soql to filter reports, like q=SELECT Name,Id,OwnerId FROM Report where+ OwnerId = xx. But I do not know how to get some reports that I do not own the execution privilege. Or some ...
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1answer
15 views

PARENTGROUPVAL to calculate Amount Percentage in Reports

I am currently having a Currency field on Opportunities (say 'My_Revenue__c'). Now, I am trying to calculate the sum of 'My_Revenue__c' for all Closed Won Opportunities divided by the sum of All ...
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0answers
13 views

How to create an opportunity pipeline report with multiple different metrics?

We need to create a pipeline reporting in Salesforce that shows the number of opportunities by rep in these states: New Pipeline: New opportunity records as of specified date Total Pipeline: Total ...
1
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1answer
32 views

How to get level change date

I have a field on Account named Level. It contains values viz., Manager, Assistant Manager, etc. I need to retrieve accounts with their level in Jan 2017 and Dec2018. How to get the data. I tried ...
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1answer
17 views

Reports and Dashboard view as pdf

Is it possible for Salesforce to generate dashboard into pdf without having print, save as and so? Right now, what I know is to use: conga composer. create vfp and use "renderAs=pdf".
1
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1answer
23 views

Salesforce Report for - Last to last month

I am creating a salesforce report for the last 3 months(Oct, Nov and Dec). Ex - To retrieve this month data(DEC) I applied - THIS MONTHS filter in Date Field for the field Expiry_date, For Last month(...
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30 views

Report not showing all the Account records even when logged in as System Administrator

I have created a report which is an exact copy of a report created by another user with a different profile to display Account with Contacts. I logged in as a system administrator and tried to run ...
2
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0answers
33 views

How to get Object API Name from Report?

I have a report like "Test report" and this report is based on an object like "Test object" (API Name like "Test_Object__c") so how I can get object API name from the report in apex?
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1answer
8 views

Pull report of all possible values(without their record entry)

I am trying to pull a report for timesheet. We are having a user field for the hours. Pulling user report is pretty easy. However we are getting those only users who reported their efforts. Need to ...
1
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1answer
11 views

Grouping Reports on Custom Object Fields

I feel like the answer to my question should be straightforward, but I can't seem to figure it out. I'm trying to pull summary data about customer stages, but it needs to be grouped by a custom field:...
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1answer
40 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. ...
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1answer
27 views

Custom object with 3 millions records

I have one use case where i need to store 3+ millions of data in one of the custom object(280+ fields) .What could be the impact in terms of This records are Lookup to account (1-1) ,is there any ...
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0answers
20 views

Subscribed report doesn't display images

I've got a report with a custom field (Task Due Status) that displays a red/yellow/green flag based on Due Date. Report display perfectly when viewed in Salesforce. When I 'Subscribe' to the report, ...
1
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1answer
38 views

Dynamic report through custom link- formatting

I am using Dynamic reports through custom link URL https://xxx.my.salesforce.com/00Om0000000dka3?pv0={!Contact.Contact_Playhouse__c}&pv1={!Contact.Id} The report appears as below onclick of ...
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0answers
20 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 ...
2
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1answer
25 views

Reporting Snapshot Run History - Failure Notification?

Our Reporting Snapshots fail intermittently on account of configuration changes that inadvertently violate their constraints (e.g., workflow on a target Object). How might we notify our admins that ...
0
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1answer
25 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 ...
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1answer
17 views

How to pull a report on last modified date for attachments

I am very new to Salesforce and would like to know if there is any way to pull a report based on last modified date for attachments. thanks
0
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1answer
15 views

community view report via a VF page

Could a report exposed to a SF community (Not Plus), via a VF page? as below; <apex:page id="ccs" title="Customer Case Summary" cache="false" showHeader="false" sidebar="false" ...
2
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0answers
13 views

How to create report, where the amounts are cumulated into the next month

I've been looking at this problem for a while now, and I haven't found a solution on any of the other salesforce forums. I want to have a report with a column chart, which does the following: we ...
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1answer
8 views

Not showing report I Created

I created a report name : Sample1 and it is save on public folder (Sandbox) When Im going to deploy it to Prod (Change outbound sets ) Component Type : Report Then Sample1 not showing TIA !!
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1answer
33 views

Can this below dashboard be devloped with Standard Salesforce functionality?? [closed]

Can this below chart be developed with Standard salesforce features. 1. Chart should allow negative values in Y-axis. 2. X-axis should allow more than 1 system for each unit as shown in image. 3. ...
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1answer
25 views

Get the list of reports based on specific object

I am not able to get the list of reports based on specific object. Is there any way to get the list of Report Names and Report Ids based on specific object.
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0answers
22 views

Deploying lightning dashboard components via a package

Is it possible to deploy lightning dashboard components from Sandbox to PROD via a package? I can see that you can deploy a dashboard via change sets, however even in the dependencies don't specify ...
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0answers
18 views

No such column 'CustomReportId' on entity 'DashboardComponent'

We are getting this error while trying to link dashboards and reports. This field is there in sandboxes but missing in our dev orgs. Since it is standard object, this field cannot be managed in ...
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1answer
19 views

Bulk export opportunities related to multiple contacts

I have a list of ~200 different contacts (and their SF IDs) and I'd like to get a CSV of all their associated opportunities from SF. The only way I know how to do so is to create an Opportunities ...
4
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0answers
71 views

Deployment of Community with reports issue

I have a customer community with the standard community page, where I have component Report Chart which references specific report. I'm deploying Community using Metadata API. I have included ...
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1answer
59 views

How to add standard reports to Lighting component?

I tried iframes, Lightning Container, but no luck. ReportChart is not an option. Is there a way to include standard reports inside lighting component.
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9 views

How to filter Lightning Dashboards using pick-lists with global value set

Background I have a dashboard which contains reports for objects Account Opportunity And both objects have a pick-list field called Market Sector which uses a global value set. Question Why can't ...
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1answer
51 views

How to query/report users with a specific managed package license?

Background We have implemented customer portal for one of our customer where they uses ServiceMax managed package, while creating user we assign ServiceMax licence to the user so that they can access ...
9
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1answer
256 views

Schedule and Run a Report as an specific User from Apex

Background What we are trying to accomplish is to run daily some specific reports as an specific user. So far From a lightning component we are allowing the user to select a reports list. Once the ...
4
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0answers
52 views

New Salesforce BUG Winter '19: Some Report Charts do not render on Homepage anymore

We have created some reports using cumulative line charts. They did run and render fine in Summer '18. Now in Winter '19 the Report Charts (Standard Salesforce Lightning Components) are blank. It ...
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1answer
13 views

Use Field History Reports For Daily Values When No Change Occurrs

I'm trying to use Field History reporting to provide daily, weekly, monthly counts of a field for a record which gets updated every day but the field in question may not get updated the whole time, ...
2
votes
1answer
21 views

Identify users with incorrect password policy settings on their profile

Is it possible to query for the users whose profiles do not have the correct password policy settings? I was trying to first query on the profile for the password policy settings, but I'm only seeing ...
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0answers
16 views

Reporting and single attribution on child objects

I have a best practices question for you. We have created a child object to lead/contact called Inquiries. The inquiry is a single submission of a form or an expression of interest. This is primarily ...
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0answers
13 views

Know how much retrieve(Ant/Eclipse/Workbench) request is made to the salesforce org

I was curious to know, is there any way to know the number of retrieves through either Ant/Eclipse/Workbench etc. Like we can track deployment requests, Can we pull out a report, which will helps us ...
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2answers
78 views

Is there a way to track email client within marketing cloud?

I want to find out if it's worth my time to design our emails to work in Outlook XXXX but I don't know how many users are using various email clients. Is there a way to find this out in Marketing ...