Questions tagged [reporting]

General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.

Filter by
Sorted by
Tagged with
0
votes
0answers
16 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 '...
0
votes
0answers
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 ...
0
votes
0answers
10 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 ...
0
votes
0answers
9 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 ...
0
votes
0answers
25 views

Formula to determine commission % based on Product [closed]

I am trying to update the Commissions % formula for our premium refund reports. Currently, the formula for commissions is a flat 15%; however, commissions are based on the Product Name. Additional ...
0
votes
0answers
14 views

Can we schedule a report to an external link like a drive? [closed]

I have this requirement to schedule a report to an external link which is a shared drive . Is it possible through Apex code Regards Anidaphi
0
votes
1answer
12 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 ...
-1
votes
0answers
15 views

Let users assigned to particular profile edit s set of reports [closed]

Let's say we have a couple of reports. Is it possible to let users edit only particular set. If yes - what is the best way to do it?
0
votes
0answers
15 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 ...
0
votes
1answer
23 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/...
1
vote
1answer
19 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, ...
0
votes
0answers
16 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 ...
0
votes
0answers
9 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 ...
0
votes
1answer
27 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 ...
0
votes
0answers
32 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.
0
votes
1answer
25 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 ...
0
votes
1answer
5 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 ...
0
votes
0answers
13 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 ...
0
votes
0answers
15 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 ...
0
votes
1answer
29 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....
0
votes
0answers
12 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 ...
0
votes
0answers
44 views

How to set up a custom Quota's object? (multiple quotas)

I'm looking for some folks to help me brainstorm how to set up a custom object(s) to allow managers to input quotas for sales people. I can't use the OOTB forecast/quota functionality because it only ...
0
votes
1answer
15 views

Report row level formula does not work

I have a simple row level formula on an Activity Report CASE(Subject, 'Foo','1', 'Bar','2', 'n/a' ) But, given these Task records Id Subject -- ------- ... ...
0
votes
1answer
17 views

How to identify contacts

I'm trying to set up some reporting in service cloud which shows the volumes of contacts/responses sent by the agents. A little bit about how the workflow is set up internally: cases come in and are ...
1
vote
1answer
14 views

Problem with HYPERLINKs that contain a space, combined with export of report to Excel

I have a text formula that uses the HYPERLINK function to create a clickable link. Exporting this via a report to an Excel file seemed to work for most data, but not all. In the Salesforce report ...
0
votes
1answer
40 views

Find the ‘total sent’ for each JOB IDs in last 1 month along with ‘list name’ it was sent to [closed]

Currently by using this query, I get the number of total_sends for a particular JOB id. But I want to modify the Query so that it shows total_sends , ListName , Date for that each job ID within a ...
0
votes
1answer
21 views

How do I generate a report of where multiple specific fields are being used in an org?

I want to generate a report of where multiple specific fields are being used in my org. I know that Salesforce has a 'Where is this used?' button for each field which shows where that particular field ...
0
votes
0answers
5 views

Reporting ability to filter the most recent child object

I have a Account with lookup relation with CHILD A. Child A has many records with different time stamps. I am trying to create a report to pull the most recent child record using out of box ...
0
votes
0answers
14 views

How to choose Group by field in joined report

I'm trying to create a joined report that compares the number of Opportunities owned by a user with the total of the Amount field of a custom object 'Revenue' that has a lookup to User called 'Sales ...
0
votes
0answers
10 views

How to filter or restrict dashboard information based on report owner or assigned by?

Work on Sales-Cloud dashboard, On org the Role AccountExecutive has four uses like A, B, C, D. Each has a different profile like A has a Marketing Manager profile, and B, C, D has a Standard User ...
0
votes
1answer
25 views

Custom Report Type - Production Environment

Should i create a custom report type directly in production or would i need to first create in sandbox and transport to production? What is the best practice?
0
votes
0answers
26 views

'Journey Email Send By Day Report' (CSV file) cant be added into data extension

I am saving the ‘Journey Email Send Summary by Day’ as a CSV file into FTP. Which looks like this.. Then I am importing it using Automation Studio using ‘import activity’. My target DE has these ...
0
votes
0answers
23 views

Einstein Web Recommedation reporting buggy for clicks and purchases

We are using web & email recommendations out of Salesforce Marketing Cloud and have trouble with the reporting tab on the web recommendations. It shows weird values for Influenced % and ...
0
votes
0answers
10 views

Display the opportunity conversion rate in a dashboard

Hello, I would like to create a dashboard which display the number of created opportunities this month divided by the number of closed opportunities on this month (the convertion rate for the current ...
0
votes
1answer
20 views

Is possible to deactivate the possibility to edit filter in a report in the Lightning experience?

Is possible to deactivate the possibility to edit filter in a report in the Lightning experience? Or at least "lock" every filter? Our users does not create/edit/delete a report. Some of ...
0
votes
0answers
19 views

Account reporting not showing my teams accounts

I'm trying to run a report for a user on Accounts and all accounts of the users team members. I've added members to the users setup Default account team. When i set up a report on Accounts and add &...
0
votes
0answers
27 views

Url Hack for Report/Dashboard

I tried to create a Url Hack with the Name of the logged in User in Salesforce Lightning, but It does n't work. REPORT https://mydomain.lightning.force.com/lightning/r/Report/00O67000006T4X2EAK/view?...
0
votes
1answer
58 views

How to store Journey Report into a Data Extension

I have a Journey through which I am sending emails. I can extract the journey report from Analytics Builder (as a Excel file). Where is this report data stored in SFMC ? Can I access this data in a ...
0
votes
0answers
16 views

How do you create a Month to Month report on the number of records with a given field value?

We have a custom field on the Account object, and we need to create a report that shows the month to month changes in the number of records that have a specific value for that custom field. Is this ...
0
votes
0answers
10 views

Report Summary formula on TOTAL only?

is it possible to summarize the totals only in the Lightning Reports? I have a summary report grouped by Account name. I want to do a simple subtraction. A Goal field on the Salesperson object ...
0
votes
0answers
39 views

Report Formula: Divide a grouping amount by grand total?

I created a report to calculate the conversion rate - it needs to be a % amount so that I can use a 'Gauge' widget to show it on a dashboard. As in the below image I have 2 groupings for Phases, one ...
0
votes
0answers
41 views

Permissions required for Reporting on Conversation Definition Dialog Daily Metrics object

We can create some reports on chatbot data according to this link https://help.salesforce.com/articleView?id=release-notes.rn_einstein_bots_performance_dashboard.htm&release=230&type=5&...
1
vote
0answers
14 views

how to report a missing relationship from the child side of a lookup with custom object?

I have 2 custom objects: Candidate & Worker Candidate has a field that is a lookup called "Tech Screener:" and allows me to select any worker. Lets say I have 10 candidate records. I ...
0
votes
1answer
30 views

Report Cross-Filter on Lookup . Looking for a standard solution

the scenario is the following one: My client wants to be able to report his opportunities based on the Account Segmentation I cannot create new fields because we are in a system used by different ...
0
votes
0answers
27 views

Any idea on how to hide filter button in community report?

I have tried to single out the icon in a CSS override but that is not working! Display: none seems to have no effect. Specifically these classes: action-bar-action-toggleFilter reportAction report-...
0
votes
1answer
39 views

Report returns no data while matching SOQL query does

I have a user who made a joint report with 4 blocks, all of them on the same report type. The report type gives access to Opportunities, inner join a 1st custom object (let's call it Custom1), inner ...
0
votes
0answers
13 views

How to report how many times chat switched into offline support mode

For staffing purposes, we need to know how many times a day our embedded service deployment for chat switches to offline mode. Currently, to be able to chat with an agent, there must be at least one ...
0
votes
1answer
53 views

how to capture views and clicks on a marketing cloud - cloud page?

It seems like marketing cloud standard report for cloud page only offers aggregate views for a particular page. Can anyone explain what does aggregate views means in this case? Is there any way to get ...
0
votes
0answers
21 views

Report on Account --> Parent Account --> Opportunities

I am new to Reports. I am trying to create a report with Opportunities. I need to get Account with record type 'ABC' and then go to this parent account(one lookup field is there on Account) then get ...
0
votes
0answers
12 views

Can you share a report to a Guest User in the Customer Community Portal ? (non-logged user) [duplicate]

I am trying to share a report chart in a Customer Account Portal; I have checked multiple items but still no luck when viewing the portal as a Guest User: I have created a Sharing Rule for the object;...

1
2 3 4 5
30