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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18 views

Community Management Package for Sites with Chatter : No Data in dashboard reports

We have installed Salesforce Community Management Package for Sites with Chatter in our Salesforce Experience Cloud site for Dashboard capabilities. As can be seen in attached snapshot. We are sure ...
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18 views

Marketing Cloud/Journey Builder Reports with Exports of Metrics [closed]

Is there a way to export the Journey Builder Reports meaning when viewing the metrics and UI of a Journey to pull those into reports or have them in a way that is easily accessible and shareable. ...
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1answer
27 views

Date filter YESTERDAY excluding weekend

I have a problem using a dynamic filter on dates. My report shows closed tasks from the previous day of the report launch using the dynamic date "Yesterday". It works well except when you ...
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1answer
34 views

Create a report for Unsent Email address [closed]

I know this is possible since I've used it in previous organizations. I'm looking to build a report or activity/automation where we can paste the JobID of a send and find out the difference between ...
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1answer
20 views

How do you set the default Reports folder in Lightning Experience?

In Classic, the default selection for the Reports tab is "All Reports" but that is not the case in Lightning Experience or when using the "Report List" component in a Community/...
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17 views

How to Get the Grand Total of a Second Level Grouping

I'm trying to get the grand total of a second-level grouping within my report. I have Account as the first level grouping, and then I have Case Owner. I'd like to see the Grand Total number of Cases ...
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24 views

CPQ behavior for Products

I just joined a company that has been having some issues with CPQ for quite some time now. Most of the issues are related on how CPQ was set up, and that they can't report on the products they have ...
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25 views

Automate a Data Extension export and send via email

I have a team that does not have access to SFMC needing to view a DE within SFMC on a regular basis. Is there a way to automate an export of this DE on a daily basis and send to that team via email (...
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23 views

report to track campaigns/campaign members/tasks?

I'm looking to create a report that tracks Campaigns, Campaign Members (they are all Person accounts), and tasks. Basically we want to be able to see the amount of times (and when) a Campaign Member ...
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19 views

How to find accounts that do not have a specific Account Contact Relationship role? [duplicate]

we would like to create a report that tells us which Accounts do not have a contact with a specific role. We are using lightning and the Account Contact Relationships junction object. We have ...
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6 views

Missing Send Date in Datorama on Journey sends

creating our initial reports in Datorama for Marketing Cloud email sends and SEND DATE is not being pulled into our available data. We are using the out the box (standard) SFMC connector All of our ...
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26 views

WhatsApp Tracking Extract fails to run

Currently there is no available analytical report regarding WhatsApp messages in Marketing Cloud. The only WhatsApp report that Marketing Cloud provides is not working right now, according to this ...
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1answer
26 views

Summary Formula Where Field Equals

I have a report where there is a status of the lead. I want to see how many leads have the status of scheduled as a percentage of all leads in a report. I've never done this before and can't figure ...
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20 views

Filter Visual Force Report Chart to only show data related to current record page?

I am new to Salesforce and Apex in general, and I am trying to figure out how to filter the report charts on a Visual Force page to only show data from opportunities related to the Account record that ...
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1answer
24 views

Lookup Fields based on Sales Team Roles

Do you know if possible to identify those in specific team roles via a lookup on an object? Specifically, I would like to show what Team Role the user has that a record has been assigned to on a list ...
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2answers
49 views

Joining SendLog and Click Data View does not return any results

I want pull out the list of customers that did not click on the mail we sent. We maintain a SendLog in which we have additional attributes logged (Example: emailname, subject etc.) I understand that ...
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1answer
24 views

Wrong Opportunity Stage Order in Report

A report I made is showing the wrong opportunity stage order. For example, "Complete" should be the final stage and it should be followed by "Arrival". The order is correct in the ...
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1answer
24 views

Unable to Import a Report into Marketing Cloud from Service Cloud

Our org was recently integrated with our service cloud application and I can currently sync over objects. When I attempt to import a report into marketing cloud via EmailStudio --> Interactions --&...
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1answer
26 views

Calculate percentage

I'm currently working on a report and am trying to calculate the proportion of record types. I have grouped the report by the RecordType but can't seem to find how to calculate the percentage. Any ...
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2answers
37 views

How to run a report (or query) to get the number of (first) child records of a record?

Any way I can do this via report? or apex if not? Thanks for your help!
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43 views

Missing icons on Salesforce report buttons in Chrome

The icons in Salesforce report buttons are missing in Chrome, since several months now. This somewhat related known issue Some icons disappear in Chrome 84 is "In review" and even though the ...
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1answer
41 views

How to delete a report with Code or process?

I want to automate a process where old neglected reports are automatically deleted if they were not run for X amount of days (if I can't do it in a variable/labal, I will do a source report. I am not ...
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1answer
24 views

Need to restore Report List page in Experience Cloud

I created an Experience cloud with Customer Servce Tempate. I accidentally deleted page: Reports > Report List > (page variation) Report List Now I'm trying to restore this page. I created by ...
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1answer
24 views

Analyse the XX days to exclude if people did not interact (open/click)specific triggered email in marketing cloud

I want to exclude people who have not interacted with the particular triggered email in XX days. In order to arrive at the XX days I need to make an analysis about which number best fits the XX days. ...
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0answers
19 views

Edit Summary-Level Formula Column - Formula field is not visible above Validate

I am not able see formula which is entered in General area above validate option. This is in Lightning Experience Reports & Dashboards Specialist Challenge 5
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1answer
30 views

How to calculate the (average) number of days between records being created?

Say our Accounts can have Babies. I would like to make a report that shows how often our Accounts have Babies, on average. So Account A has created a Baby in January and another Baby in June, thus on ...
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14 views

Creating a NPS report with data from Delighted.com?

My company is using Delighted.com as one way of measuring customer engagement via a net promoter score(NPS). I've integrated Delighted.com with Salesforce and each survey response and score is found ...
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1answer
40 views

How do I filter report from Apex including detail rows?

I follow the documentation about filtering a report on a fly and try to get the detail rows by setting reportMd.setHasDetailRows(true); however, this doesn't work and the run report results return ...
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1answer
45 views

Reports using different interfaces [closed]

I have created a report using classic but when another user creates the same report in lightning, some records are not displayed.
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114 views

Should “View Report” work in a Digital Experience (AKA Community)?

As described here How to get a standard Salesforce report chart to appear in a Digital Experience (AKA a Community)? I now have report charts showing in my Digital Experience which is great. Clicking ...
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1answer
115 views

How to get a standard Salesforce report chart to appear in a Digital Experience (AKA a Community)?

In the the Builder, I can add the platform's standard "Report Chart" Lightning Web Component (LWC) and select a pre-existing report and the charts display fine. There I am running as a "...
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1answer
23 views

Salesforce Filtering 24 Clock Issue

This may seem quite simple, but I am unable to filter correctly by certain times. Filtering "Starts with 1" or "starts with 2" for 1am or 2am will also filter any time beginning ...
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19 views

SalesForce Reporting

I have an object called 'Service Requests' this service request is linked to an object called 'Account'. This Service Request has a field request date. I am creating a report that runs on the object '...
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18 views

Test Apex sending mail with .getContent() [duplicate]

I'm trying to write a testMethod to cover a method that is using .getContent(). Here is a sample of code i want to cover global class ExportReport { @future(callout = true) public static void ...
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13 views

Email Messages not appearing as Activity in Reports

We have a Custom Object Survey__c, which is created whenever a customer fills out a Survey with the details they filled out after each Work Order has been completed. Our policy is that our Service ...
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12 views

Record count vs field value in Report and Graph (Dashboard)

I have sketched the scenario as below : Our user want to have target for example Lead record created in month. They provided us with Target such below : January 17 February 54 March 107 ...til Dec ...
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1answer
37 views

Restricting access to create Reports in Salesforce

We have three different sister companies within our salesforce org. Account and Contacts are readable for all users irrespective of Business units. However, I need to provide create and export report ...
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25 views

How to make an operation in cumulative output for each row in a report?

I have a scenario where I have a report with columns from January to December. They are aggregated by Year. The output is something like this: YEAR | 01 JANUARY | 02 FEBRUARY | 03 MARCH | 04 ...
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1answer
33 views

filter report and export it in xlsx in aura component

i want to filter a report and export it to xlsx when the user click on a button as in lightning component, i use a link like this but it don't work: String url = baseUrl + '.lightning.force.com/...
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1answer
25 views

Creating custom report with 2 parents, 1 child object

I need to pull a report that pulls info from 2 parent objects with the same child. We have opportunity and payment as both parents of GAU Allocation. We need to access fields from GAU Allocation, ...
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29 views

Engage Reports & Engage Team Reports are from different connected apps. How can we get the counts to match between the two tabs?

I have a client that uses Engage and Pardot. They are asking me to solve for discrepancies between the Engage Reports and Engage Team Reports tabs. I understand that Engage Team Reports comes from ...
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14 views

Discover Report Not Populating Recent Send Data

In a client instance of SFMC, our Discover Report for Recent Email Send Summary (filtered to prior 7 Days) has quit populating data. If I extended the filter to the last 30 days, I get results up to ...
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1answer
43 views

How can I generate a periodic report or dashboard for Salesforce Bulk API Usage within a particular org?

I want to be able to capture on which user is running the batch jobs and how many bulk API batches are being used on a daily basis. We would like to track the 24 hour bulk A batch limit . I am aware ...
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156 views

Row level Formula: Field reference via Lookup

Is there any chance to use a row level Formula column on reports which copies a value that is stored on another object? Both objects are related via lookup.
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1answer
26 views

Formula Field that fetches information via a Lookup

Goal: I want to create a report that displays all activities from the marketing department. The activities are stored on the custom object called "Activity". Unfortunately, on the object ...
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1answer
9 views

Reading Dashboard with the metadata API not working

I'm trying to read all of the dashboards in a particular folder with the Metadata API. I'm using jsforce connection.metadata.readSync. The dashboards all appear similar in the UI, and most of them ...
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14 views

Issues with creating relationships with campaign member

I have a requirement to create a relationship between campaign members and another custom object, the idea is to be able to create report types and reports to access both objects data, but it seems ...
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19 views

Out of the box reporting on chatter posts added to org on a given day

How do I report on chatter posts per day in an org? I saw the following: https://help.salesforce.com/articleView?id=000337647&type=1&mode=1 But it does not seem to be comprehensive across ...
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1answer
75 views

Dashboard URL filter not working

I am trying to use the Spring'21 salesforce feature that is to filter the dashboard with URL parameters. I am using the below 2 links as a reference: https://help.salesforce.com/articleView?id=sf....
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22 views

Managed Package Uninstall failed

I am trying to uninstall a managed package and the package uninstall failed with the reason saying a custom field cannot be deleted. When I click on the "Where this is used" button on the ...

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