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
16 views

Dashboard / Reports not reflecting updated state of the object

Say we have a custom object My_Object__c and we have a report and dashboard that just lists all objects in the org. Suppose we only have one record in this object. If we open our dashboard / report, ...
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1answer
12 views

Reporting - 5 layers of Account Hierarchy and their related Objects

I've tried JOINED Reports but I'm not an expert. Can I do something like this with 1 or more Reports? Ideally it would support all Child Objects per Account in an Account Hierarchy, as you see in the ...
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17 views

No Key Metrics in Lightning Report

Why my total number cannot be displayed at the top of the reports as key metrics?
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1answer
22 views

Marketing Cloud inbound SMS

Please help, I wanted to retrieve all of the inbound SMS in our Marketing Cloud. Kindly let me know how what are the best ways to do this (ampscript/report, etc).
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1answer
19 views

Filter Logic for SF report

I keep receiving this error message when applying filters to my report.
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1answer
17 views

Trend button on a report not visible (Einstein Analytics)

I have a EA enabled developer org. I'm looking at some videos and the latest Spring'20 documentation wondering why I can't see the green Trend button on reports in my org. Judging by the comments ...
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19 views

One OpportunityLineItemSchedule object appears in report twice

I need to build a report that shows Opportunities that have a specific Product Family and Scheduled last month. The problem with that is that one Schedule appears twice in the report and it breaks the ...
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9 views

Sending daily reports

I have implemented a logic to send reports as an attachment to non salesforce users. Once in a week I get a blank attachment. I debugged each and every line of code i'm facing issue while getting the ...
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1answer
33 views

“Lock” option not available in the report filters of classic environment

Salesforce classic environment does not have the option to lock the filters in the report but in the lightning environment we can lock them. What is the way to lock the filters of the report in the ...
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2answers
54 views

Is there a way to create an Account Send Summary Report with data shown day by day?

I need to create a report with number of sends, number of deliveries, delivery rate, unique opens, cumulative opens, open rate, unique clicks, cumulative clicks, click rate and email name, but I need ...
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1answer
22 views

Tracking Unsubs and New Subscribers

So, I have two brands within the same BU and want to report on the total unsubs and total new subscribers on a monthly cadence. Normally this would be easily done with a List Growth Over Time Standard ...
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1answer
29 views

How to get Sum of Knowledge Article Thumbs Up and Down Votes based on Role / Profile

Please help with the below problem: Currently using Report on Article Vote Statistics we can get the sum of the count of thumbs up and down channel wise (Internal App, Customer etc). Is there any ...
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21 views

Wrong campaign sent in email - how to fix?

We track our emails through campaigns, which we use as our segmenting in reporting within marketing cloud. I've created a discover report of last year vs this year, by campaign > year > month. ...
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28 views

Report Chatter Custom Objects I don't see all comments

I created a custom object that contains, among other things, a Chatter section Users can post or comment on existing posts Here is an example : I then created a report whose purpose is to list all ...
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1answer
38 views

Can I filter Opportunities report by Product fields?

I have to create a lightning report showing only Opportunities filtered by a custom field on the Product object. I tried to use a cross filter but it only allows me to filter by Opportunity Line Item ...
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8 views

Report on Chatter for custom object

I need to create a report for my custom object when chatter post is idle for more than 2 to 3 hours. When latest post for a particular record has happened more than 2 to 3 hours then if I run the ...
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1answer
27 views

Row-level formula field hat analyzes whether decimal amount >=.01?

I need to do some math on the records in a currency column when the number isn't whole. In other words, if the number in the currency column is $10.00, I don't need to calculate; but if the currency ...
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2answers
50 views

How can I export a report in “Printable View” from URL

I know I can do a one-click download for a report using "?export=1&enc=UTF-8&xf=xls" (thanks to Daniel Ballinger for sharing this here ), but does anyone know how I can download the "...
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0answers
9 views

Modified label on Standard Events Object Field is not correct in reports

I have changed the label on a the Description field on Events, but this is not reflected in reports. Change the label of the Description field on the Activities object using "Rename Tabs and Labels" ...
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17 views

How to use Counter variable in reporting of Salesforce Lightning version

I have requirement to show the counter variable in Salesforce reporting. This counter variable is nothing but no. of times the user clicks on the hyperlink. So for these i have already created the ...
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0answers
20 views

Field Service Lightning(FSL) Track field users location and being able to report on?

Is there any way to report on the history of LastKnownLatitude and LastKnownLongitude on the Service Resource Object? An example use case is Service Resource "Bob" performs 3 Service appointments on a ...
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22 views

Asset Hierarchy Report

I know in Lightning you can see an account's Asset Hierarchy, but is there a way to recreate this in a report? The Parent/Child fields are not available in Asset reports.
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39 views

Error: “This page isn't available in Salesforce Lightning Experience or mobile app.” - accessing a Report

I've created a Report for one of the users and when they are trying to access the Report, they are getting the error message: "This page isn't available in Salesforce Lightning Experience or mobile ...
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1answer
23 views

URL to export to csv with parameters doesn't work anymore in Lightning whereas it works well within classic

we use a url like this one to export data from a SFDC report to CSV, by sending parameters : https://www.salesforce.com/?pv0=123&pv2=1/1/2020&export=1&enc=ISO-8859-1&xf=localecsv ...
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1answer
16 views

Differentiate email tracking from Desktop and Mobile versions

When building emails in Marketing Cloud, we are developing the email "twice" for desktop and mobile but, as far as I know, the tracking is gathering the information from both versions. Is there a way ...
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1answer
23 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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10 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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30 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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0answers
29 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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13 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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46 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
26 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
22 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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1answer
23 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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0answers
36 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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0answers
21 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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26 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
16 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
36 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
32 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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0answers
42 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
248 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
19 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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160 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
385 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
43 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
29 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
40 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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