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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15 views

report on log a call

I have a requirement to pull the report for the records that were created under log a call section. I knew that this log a call comes under tasks, there is no unique field that separates a normal task ...
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8 views

Matrix report: Grand total of report formula field is wrong

I have created the following matrix report: The field VBI/Month is a (report) formula field: IF( VBI_Program__c.Facility_Amount__c:SUM >= VBI_Program__c.Entry_Level__c:AVG, ...
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27 views

Run the report in APEX and see if it is returning rows

As I stated in the headline, I want to be able to run the report and see if It is returning rows or not. (empty or has data) The background is that I am exporting reports data. So I need to know when ...
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19 views

Salesforce Marketing Cloud, how do you name a report with todays date and/or rename files on the Enhanced FTP?

I have set up a bunch of reports to run daily out of the Report Catalog for email. There is an option for "name unique" but no options for naming with todays date. How can i get these reports to ...
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14 views

How to get rid of decimals from Record Count in Dashboard

Knowledge Article to get rid of Decimals from Dashboard I have tried workaround mentioned in the knowledge Article , but my record count is never in fractions so that wouldn't get rounded to nearest ...
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12 views

Creating an advanced report formula

My goal is to apply this formula --> NPS = (Promotores / neutros) - (Detractores / neutros) Where promotores = 6, neutros = 3 and detractores = 5 . I don't know how to get these values in the ...
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14 views

Report: “SUMIF” within Summary Level Formula

I am looking to create a sort of customer retention report to essentially highlight accounts that did business within us in the past 1-2 years, but haven't since. Specifically we want to identify ...
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1answer
13 views

Report interaction: set decimal delimiter to dot

Is it possible to set the decimal delimiter from a comma to a dot in report interactions? "1,091" should become "1.091".
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1answer
23 views

Create a Formula field on Lead with converted Account Details

In our organization a sale is considered as complete only when a custom picklist called Account status is changed to 'Registered' on an Account. (We deal with registering new companies) Business ...
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1answer
15 views

Reports : Using PREVGROUPVAL within a group only

I am trying to compute relative expected revenue through months. I am doing this using prevgroupval and it works fine. However, I have to add another level of grouping 'Stage'. With 'stage' being the ...
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21 views

Salesforce Control v's Treatment

I would like to know if / how I can apply a control cell in Salesforce Marketing Cloud and have it log to a contact history as a control? I know that I can create a split e.g. 10/90 and delivery my ...
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18 views

How to run report and dashboard for real time event monitoring data

I have enabled real time event monitoring in production org and now requirement is to run report for couple of events(URIEvent,APIEvent,LightningURIEvents) I dont see we can create report on big ...
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17 views

Reporting Snapshot did not create a record?

All, I set up a simple Reporting Snapshot for a client that pulls in Opportunities closed the previous month. It triggered on time as it should but a snapshot object record did not get created. Upon ...
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23 views

Using FIND query on Salesforce Report Object

I am trying to filter my reports using this query [FIND 'test' IN ALL FIELDS RETURNING Report(Id, Name, Description, FolderName, LastRunDate, CreatedDate)]. The FolderName for one of my reports is ...
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14 views

Group Report help

I have a report of all records of a custom object ("CBO") where the status is "pending". I need to create a dashboard which shows different categories of lengths of time that the records have been ...
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1answer
15 views

Report on Notes and Files that are shared with accounts

I have a requirement where I need to get the file names or count of files that are uploaded under each account in Salesforce. I understood that the notes and attachments can be queried from content ...
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1answer
34 views

Legacy Customer Portal Users Can't Create Reports

I'm creating a new Community using old Customer Portal Manager Custom Licences. After following all the steps outlined here, I still cannot get the "New" button to show up for reports. Users can "...
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1answer
30 views

Encrypting Marketing Cloud Reports

So I'm creating a reporting definition to run in an automation. I would like the report to be .pgp encrypted and dropped onto the SFTP. The reporting definition in Marketing Cloud allows a drop onto ...
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18 views

Field on object not accessible in Report Builder

We recently started using Salesforce's Survey tool and are having trouble reporting on it. When I look at a SurveyInvitation in Lightning, one of the fields I can see is "Participant", and I can ...
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2answers
73 views

Automating File Move from Marketing Cloud SFTP Import to Export Folder

Attempting to automate moving a report from Marketing Cloud's Import Folder to the Export folder, or from the Reports folder to the Export folder, and encrypt it. However, I don't show that the file ...
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1answer
16 views

Creating Record Page with Lightning App Builder

I am trying to create a new record page using the lightning app builder for the Report object. I don't see Report in the dropdown of objects, but every other object is included. How can I make a ...
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45 views

Cannot find folder error while deploying report folder

While moving reports from Production to the sandbox, I am getting Cannot find folder error while validating the changeset. the folder and reports are present in the changeset but still, I am getting ...
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1answer
84 views

Grouping error with prevgroupva() function

I am trying to create a month-over-month quantity difference report, but when I enter something like the following: PREVGROUPVAL(Quantity__c:SUM, Report_Date__c) I get the following error: You ...
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0answers
23 views

Need to restrict a user from saving a report in Public Reports folder

I have a request from upper management saying that no user is allowed to create and save a report in the Public Reports folder. We need to keep that folder tidy. I gave the user just these ...
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1answer
23 views

Need to Remove 'View Report Link' from dashboard in salesforce lighnting [closed]

I have a situation where I don't require 'view report link' in my dashboard view
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1answer
35 views

Reporting against a column in my data extension? - Salesforce Marketing Cloud

I'm looking to create a report based on a column in my sendable Data Extension used in a deployment in Salesforce Marketing Cloud. Ideally, I would like the report to look similar to "Email ...
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9 views

Accounts not assigned to territories Report

Attempting to create a report for Enterprise Territory Management, while following the implementation guide. The screenshot below comes from the Enterprise Territory Management Implementation Guide ...
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1answer
29 views

Archive Records but usable for Marketing Cloud, reporting and support [closed]

We need a solution to archive records (Orders and Order Products) so they will not count towards storage. But still accessible for support agents, reporting and Marketing Cloud. Do you know of a way?
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1answer
37 views

Marketing Cloud - report with email open rates and from name

Is there a way to build a report showing basic email metrics (email name, subject, open rates, clicks, etc.) along with the From Name used for each email? Nothing in the reports catalog seems to ...
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0answers
9 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 ...
2
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1answer
80 views

extract year, month, day, from date field in a report? [closed]

I was wondering if it would be possible when creating a report to have individual columns for each portion of a created date field (column for year, column for month, column for day)? I know I could ...
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0answers
40 views

Discover Reports - time of back end data refresh

I've setup a daily master Discover report to show main email metrics for the previous day. This runs at 7am EST. For the past few days it hasn't updated with the previous day's data following its ...
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1answer
44 views

Does contacts of type "HiddenTriggeredSend” count against contact limit?

Does anybody know if contacts of type "HiddenTriggeredSend”" count against the limit of contacts purchased? We are not sure as the contact appears twice in 'All contacts' list but the All contacts ...
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0answers
20 views

How to add specific report as tab in the navigation menu in Lightning?

I remember there was a functionality that used to exist to easily add specific reports as a tab to navigation menu (with the + button) but now it is not possible/existent?
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1answer
33 views

Does Salesforce allow create custom report types on tooling objects?

I am interested in creating a custom report on tooling objects (https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/reference_objects_list.htm) however when I go to Reports->...
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1answer
16 views

Double completed date fields in Activity fields

I have strange thing on my salesforce, in Activity Custom Fields section there is only one "Completed Date" field but there are 2 same completed date fields in my custom report type with Primary ...
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0answers
23 views

How can I get the timestamp when a Contact enters a journey? [duplicate]

I am building reporting using SQL Activities. SQL is bucketing success events into tranches that represent the time window for a communication to claim success- i.e. email 1 is from 0 to 24 hours, ...
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1answer
28 views

Do report subscriptions contribute to email limits?

So I have a group of users (around 20 users at least) for which I wish to subscribe the reports as a System Administrator in lightning experience. It is required that only the admin can subscribe and ...
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0answers
34 views

Reports for Opens in dark mode and device. Is there such a report in SFMC?

A couple of questions: Is there a report/query available in SFMC to gather users who opened their email in dark mode? Is there a report/query to find out what email clients users opened their email ...
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1answer
31 views

Tracking Dynamic Sender Profile

I've created a SenderProfile with dynamics variables as %%from_name%% and %%from_email%%. Now, the customer needs to know how many emails was send by sender individually. Is there a way to obtain ...
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0answers
38 views

Opening a Report with a Lightning Web Component

I am trying to write a lwc that will allow users to enter a reporting url and and choose 2 parameters from a combo-box. Based on their selection, I'm trying to pass the parameters to a report url. I ...
1
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1answer
35 views

How should I share a summary-level view of opportunities without sharing their activities, emails & files?

I have an org containing several business subsidies working on opportunities. These opportunities may have sensitive data attached to them in files, emails, calls, etc. Users in each subsidy should ...
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0answers
7 views

Make column to show total amount based on grouping

I have a report (below) that is grouped by pay period then pay element then pay item. What I want is instead of the Amount column showing two lots of 1000 (because there are two pay items) to show one ...
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1answer
25 views

Is it possible to create a custom chart type in salesforce (one that can be used in reports)? [closed]

Salesforce reports lets you pick from a number of chart types (bar, line, pie etc), is it possible to extend these types for my org? I want to create my own chart type and make it available in the ...
1
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1answer
25 views

How to create a My Territory Accounts List View that uses Enterprise Territory Management

The "My territories" list view is returning 0 records. I have recently enabled Enterprise Territory Management and created a Model that is in status "Planning". I have assigned Accounts and Users to ...
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2answers
30 views

Salesforce reports: How to concatenate distinct values of a field when grouping data in a report?

I have a report that displays revenue that is grouped by account. On each row, I would like to display the concatenated distinct values for all of the revenue types. e.g. Account 1 revenue line 1 ...
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0answers
27 views

LoginDate Different than LastLogin

I have a report which groups the user logins per month. In this report, the grouping is done using the Login Date field (but the aggregation of it is set to Month, so we will have January 2020 and so ...
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1answer
15 views

Reports - Is it possible to aggregate a single line of a report?

I have a report where revenue is listed depending on the name of the Account. e.g. Company A | 400 Company B | 600 Company C | etc There is a group company with a lot of subsidiaries that I would ...
2
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1answer
114 views

Not able to subscribe to Reports? Keeps giving error!

I am getting following error when trying to subscribe to reports - "We couldn't set up your subscription. Try subscribing again. If you still can't subscribe, ask your Salesforce admin for help." I ...
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1answer
17 views

Report Contact with Opportunity, show Contact only once

I am trying to make a report that shows Contacts with at least 1 Opportunity. I have accomplished this, however, I only want to see the contact listed once but also not grouped (like in photo). ...

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