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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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1answer
14 views

Create a report that will display all contracts with six months remaining before their expiration dates

This seems like a very simple question, but I am quite confused. I am using standard Contract object, and I created a formula field Half Year Expiration Date which has a formula of EndDate - 182.5. ...
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0answers
17 views

How to increase the maximum number of rows you can insert into a custom object when snapshot is scheduled

Analytical Snapshots Limitations: The maximum number of rows a user can insert into a custom object is 2,000. How to increase the limit.
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10 views

Click ok bar of chart used in dashboard of reort is redirecting on error page

The home page of our Commnity contains a dashboard that has various widgets on it. If a Community user clicks on any of the vertical bars on any of the charts, they get redirected to a weird (and ...
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1answer
29 views

Subscribed Report by users

I have a unique requirement where i need to find which reports are subscribed by which user in our org. Is there any specific app which can help here or any other suggestions.
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1answer
18 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
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1answer
17 views

View only dashboard without access to report

i want give access to user to dashboard without Access to report , i want hide the link in blue for example. Thankyouuu
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0answers
10 views

View dashboard without access to report

Hi , i need to remove the link that allow access to the report. The user just need to see the dashboard without accessing to report. Thank youuu
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0answers
12 views

How can i get data from a report in apex code but only from the first grouping level?

I have a report that has more than 1 grouping level but i only need the data from the first grouping level of each row returned. I have 125 rows for the first grouping level, i only want that data. ...
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1answer
19 views

How to get sale and event tracking reports for Mobile Push

We left Urban Airship for push notifications to Salesforce Mobile Push. With Urban Airship we were able to get reports on - app open - added to cart - purchased (conversion, AOV, purchase total) We ...
1
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1answer
20 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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0answers
18 views

Add report in lightning component

I am trying to add a report as iframe in lightning component, had turned off CSP, but when loading the lightning component, page gets redirected to the report page instead of showing report in the ...
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0answers
16 views

owner.isactive is giving inacurate result in SOQL query

I am trying to clean up old reports in Salesforce. The problem is, the workbench query result is flat wrong when it comes to checking if the report owner is active. (owner.isactive). To test this, run ...
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0answers
12 views

Is it possible to create a report with Stages on columns with dates they moved into that stage below?

I'd like to create an opportunity report, which shows the stages across the top (columns) and beneath those, the dates for which the oppy entered that stage. Here's a rough mockup: Oppy Name ...
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0answers
12 views

“Date Field” filter is not an option for report creation

When the salesforce summer 19 release is activated in sandbox, for one of my report, the " time frame filter" is not a supported function any more, here is the error message generated by the same ...
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0answers
11 views

Report in LEx truncates values

We have a report in Classic that displays a Description field. When the field value is fairly long (many hundreds of characters), the report displays all data (desired behavior). When we view the ...
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1answer
24 views

Report that shows the last date sent per contact

I would like to remove dormant subscribers from Salesforce Marketing Cloud. To that end, is there a way to build a report that can show me "last send date" and "total sends" by subscribers? Thanks!
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1answer
14 views

How to create a report on the Number of Sales Orders created Vs Bill-To in a particular duration

Could anyone please help me understanding on how to create a report in Salesforce on list of Sales Orders created under different accounts in a particular duration
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0answers
16 views

Lightning report display problem when using Edge

I have a Lightning report with two group by fields and various fields in the details. The report is producing the correct data but does not display correctly when using the Edge browser. For ...
2
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1answer
84 views

Can I modify the report menu?

In our organization, when you are looking at a report, the menu looks like this: Can this be modified at all? For example, I'd like to bring the Save As and Export out of the dropdown, or even add a ...
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0answers
15 views

I want to calculate the B&PS-SI with MRT Total

I want to change the % to reflect total % by Market, not by Grand Total. In attached example report, MRT B&PS-SI reflects of grand total ; however, I want to see % to reflect % of only MRT total. ...
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2answers
30 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 ...
0
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1answer
12 views

Report that shows when HTML emails were opened

How can I create a report that shows when HTML emails were last opened.  I can see this information when looking at a contact's past history.  I have run the HTML Email Status report.  It lists a very ...
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0answers
27 views

SFDX deploy reporting subfolders

I am trying to deploy some reports using sfdx. However when I perform the deployment the report folders all sit as top level report folders and my subfolders do not appear as expected. My path is as ...
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0answers
12 views

How to grant access to Standard report type to Community users?

I created a Community user login history report using standard report type "Users" that is under administrative reports. I shared the report on the partner community but I am getting this error "The ...
2
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1answer
39 views

How can I differentiate anonymous in Push

I would like to differentiate the anonymous users from the non-anonymous in Push. Is there a way to access that data? I see there is no Data Views but three reports in which I don't see how I can ...
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0answers
11 views

Annual revenue filters in the report

I'm trying to calculate the gross annual revenue for the last year. But my filters seem wrong to me. I consider the interval between starting and final dates. But what if the date started in 2017, and ...
0
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1answer
18 views

Unable to see activities older than 2 years

I'm working with a non-profit organization and I'm trying to run a report on all the activities, but only the last 2 years are showing up in the report. Is that a limitation in Salesforce org for non-...
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2answers
29 views

Can we schedule a report to be sent as email but running at as different users

i have a report called My Prospects. I want this report to be sent as email to my sales team. I know we can schedule to run that report to be sent as email, But can it be sent to different users as ...
1
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1answer
31 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 ...
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0answers
15 views

Need a report that show the statuses available for campaigns

I would like to generate a report that shows my org's campaigns and the statuses that are available. I am not seeing a report type that provides this information. It seems like it should be easy -> ...
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0answers
17 views

How to report on serialized data in a custom field on Opportunities?

I added a custom field (Long text )to Opportunities called 'Month_Breakdown'. It carries data like: 'Jan=10000&Feb=50000&Jun=20000&Dec=89000'. I would like to have a report that shows ...
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1answer
24 views

User not able to see the task report which assigned to others

One of my user created report on Task(All Open & Completed). User not able to see the tasks in the report which he created and assigned to others. User can only see which is assigned to him. My ...
1
vote
1answer
28 views

in exact target can we retrieve contacts in business unit, the contacts being from Europe only?

I need to retrieve contacts who are from Europe I have looked into all standard reports and contact reports is there automation to run which gives only contact email ids with the email ending in ....
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0answers
7 views

Campaigns with Influenced Opportunities : Problem facing

I have a report on Campaigns with Influenced Opportunities. I am not getting correct result when. I am adding a contact in the campaign [I came to know later that he was a member of the campaign as ...
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0answers
10 views

Does metadata export include all reports?

I've just finished doing a metadata import of reports to replace references to an old, poorly-designed field with a newer version. However I've read in various places that reports which are in private ...
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0answers
15 views

Summary report showing wrong currency for subtotals and grand total

I have an Opportunity report. The accounts are set to USD. The detail records on the report show the correct USD currency, but the subtotals show EUR. Thoughts?
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0answers
13 views

Report Bucket Field: How can I display the latest data (child of Acc) on the report and hide the others that are older?

How can I display the latest data (child of Acc) on the report and hide the others that are older? How can i handle that directly on a report? Is there a way to created a bucket field to say: Show me ...
4
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1answer
28 views

Can I use more than one “USING SCOPE” clause?

I am using this query to get a list of old reports in private folders and I am wondering if I can include public folders also. Here is the query: SELECT Id,name,LastRunDate,owner.firstname,foldername,...
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0answers
26 views

Calculating Variance by Month and Year

I am trying to create a report to show the variance % between 2019 and 2018, on a month level. I.e., Jan'18 Amount v. Jan'19 Amount and so forth. I tried creating 2 custom formula fields that would ...
0
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1answer
21 views

Exception/ Alert reporting [closed]

Is it possible to set up either reports or alerts in Salesforce to monitor activity on Opportunities? I am trying to create either reports or alerts on the following: Opportunities whose Stage have ...
1
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1answer
7 views

Is there a way to edit which fields display in the header of a default report? Specifically, to add custom fields to it?

One of my clients asked about adding a couple custom fields to the default fields in the header section of the report customization page. I can't see any way to do it but maybe someone out there has ...
0
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1answer
17 views

Report on Cases and Approval steps

We have implemented Approvals on Case Object with multiple steps. Our requirement is to analyze the number of Cases at each step of the approval process. How should I go about doing this Is there a ...
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0answers
4 views

Automated Dynamic Salesforce Reports emailed to Contact

My org has some particular requirements. We host webinars. We receive webinar attendee data via an excel spreadsheet from gotowebinar, and upload that data onto a custom Salesforce object called ...
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0answers
31 views

Why csv file exported from salesforce do not has the same column name with report?

I recently found the csv file exported by Salesforce do not have same column name with the report. Is it expected or an issue? For example, The column name in report is "Age": The column info in ...
1
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1answer
36 views

How to access Report FTP Folder in Automation Studio?

I saved a Account Send Summary report from "Analytics Builder" > "Reports" to FTP using the option "FTP Result". I can only choose the option "ExactTarget Enhanced FTP". How I am supposed now to ...
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1answer
14 views

Duplicate Product Code report

I am trying to create a scheduled report that will come out daily when a duplicate product code has been entered. What formula can I use for this?
0
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1answer
31 views

field update in report not getting updated [closed]

I have an object, let's call it Object2. Object2 has a field called Account which is a lookup. Account has a field called customer type. Object2 has a formula field which gets populated by Account....
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0answers
18 views

How to get records created between timeframe in a report

I need to create a report of all the records between 7am to 5pm CST/CDT everyday. How can I achieve this? The solution I tried - Created a formula field which extracts Hours from created date (...
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0answers
10 views

Unable to view Stopped Since field from entitlements in reporting

I have set up the entitlement process in the case object. I am able to view setup the stopped field & other fields related to entitlement object. I gave view access to the Stopped Since field. I'...
0
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1answer
28 views

Trying to run a query for a period of time

I am trying to run a query in order to pull email sends on a particular period of time. Is that possible in marketing cloud?