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

How to filter for the special character “,” in reports?

I want to create a report which will display the records in which the first name contains the special character such as ",". I added the above criteria as the First name Contains ",&...
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13 views

Creating a Report with Both Pricebook Information and Costs

I have a requirement to show all Products with their associated List Prices and also their Unit Costs. Today, I can run a Pricebook with Products report to see all of the list prices. Howevever, ...
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13 views

report access to public group not working

We have setup a public group and included "All community portal users". The report folder was shared with public group. Yet, the users belong to the public group is unable to see the folder. ...
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1answer
45 views

Package Tableau dashboard to display org data

I understand that Tableau lives outside of Salesforce orgs but can access data from orgs and be embedded back into Salesforce using widgets like this LWC component. In my (managed) package I want to ...
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1answer
27 views

Which permissions to uncheck to disable a profile from creating dashboards and report [closed]

I have a the following requirements: profile A which does not create any reports and dashboards, and other users cannot share with this profile, even if they do share this profile cannot read those ...
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1answer
33 views

Best practice: Architecture for accounts with many locations 10k+

I'm facing an architectural design where a company could have more than 10k locations, and I would like to save the location data, according to this link it's a good practice to use a hierarchical ...
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1answer
12 views

Does SendJobs extract include in progress throttled sends?

Per the help documentation here, the SendJobs extract should include jobs with a status of 'Sending.' In an account, I had a job that was throttled over two days but was only included in a SendJobs ...
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1answer
27 views

Standard field Type on Task not available for Reporting

I want to build a 'Tasks and Events' Report. So I created a New report Standard field 'Type' which is a Picklist is not available to be selected when creating a report. What I tried so far Setup > ...
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1answer
22 views

Issue with Lightning Dashboard formula

I have a report which is grouped using a custom field called Type__c. It holds two values, RN and NB. Now, I have created a formula in the lightning report to get the percentage of each record count. ...
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2answers
30 views

Can you Mass Disable the Marketing User field (UserPermissionMarketingUser) for multiple User records using Data Loader?

I am attempting to mass disable the User record's Marketing User field (UserPermissionMarketingUser) for certain user records that exist within a test SF org. The steps I used were: Create a report ...
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12 views

Contract line items object fields not apearing in Report for other users but System Admin can see

I am a System admin & I have a report type Accounts with Service Contract and Contract lineitem and I can add fields from the Contract line items to the report filter. But if the same report is ...
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1answer
13 views

Change X-Axis on Report to show anything besides record count in lightning?

In salesforce lightning, no matter what I do when I create a report and group by Account Owner and even another field the "X-Axis" only allows Record Count. I do not want to show a record ...
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327 views

When to use Tableau or Einstein Analytics for Advanced reporting

When Salesforce native Reports, Charts and Dashboards are not enough and you needed advanced functionality like: Dynamic discovery of data instead of pure display integrate external data sources ...
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10 views

Report dynamic Filter values are overriding because of There is no change in Report URL after removing filters from REPORT

I am facing below issue because of my report.. I have built a report using custom report type and then I had set dynamic filter values in the filter columns enter image description here Now, this ...
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25 views

Auditing on Report Access

There is a requirement to keep track on access provided to report(or folders). Also need to have a list of users who has access to which report(or folder). There is no direct way to get the list of ...
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1answer
37 views

Need help with complex Formula with CASE() and/or IF()

I have to convert this logic into Salesforce Formula. IF renewalStartDate Is Less Than closeDate THEN ( IF renewalStartDate Month Quarter Number = closeDate Month Quarter Number (AND)...
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20 views

Tracking dynamic journey performance by data extension

I am creating a journey where I need to have a triggered email stream for many different clients. I have been told the best way to do this is to standardize the blocks used in the stream and make all ...
0
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1answer
16 views

Transforming .csv Discovery Report into pipe delimited Marketing Cloud

We would like to export a Marketing Cloud Discovery report. Marketing Cloud only gives you four options for download or SFTP: .csv, pdf., .xlsx, .xsl . Is there a workaround for transforming a ...
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0answers
19 views

How to Identify unusable assets in Marketing cloud

Is there any way by which we can identify unusable assets(email , content , DE, filter,automation,journey) in marketing cloud BU using SSJS or query ? Any other way to get this data ? We need to ...
1
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1answer
32 views

Custom field on Lookup object on standard report is blank/missing

In Service Cloud, I'm trying to make a standard report on Cases. Our Cases have a custom lookup field, named Customer / Customer__c. This field is a Lookup(Account). And the Account has a custom field ...
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1answer
42 views

Advanced journey reporting via SQL

Currently we send a newsletter to numerous data extensions based off a contacts region. All reporting is currently done out of a report from the catalog. I'd like to move the newsletter to a journey ...
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0answers
19 views

Apex Run Report and Identify each Summary

I'm trying to run report with the ReportManager and analyze the result. I can read the report metadata and identify the summary field/type it have, and then run the report and read the result, but not ...
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0answers
18 views

Report delete option missing in salesforce lightning

I installed a managed package in production environment and created some standard reports on an object(this object is part of managed package). After uninstallation of the same managed package, I ...
0
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1answer
47 views

Report on External Object

I am trying to create a report on an external object. The enable reports checkbox for this object is set to true, however when I go to reports and click on new report, the external object doesn't come ...
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0answers
15 views

HeatMaps in Salesforce Lightning Reports

I have a requirement to display heat maps w.r.t States for a custom object in Lightning Reports. As of now, there is no oob option to select heat map chart type in lightning reports unlike Einstien ...
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0answers
17 views

Community user cannot open the report

Community user cannot open the report. The folder is already shared with the user's role. The profile also already has reporting permissions. Erro: Looks like something went wrong We couldn't complete ...
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0answers
14 views

Salesforce Report : Multiple leads from same Org

I am trying to build a report in Salesforce which will give me all those Leads with Same Domain Name and Count is more than 2. If Lead Email is abc@abc.com then the domain is abc.com. For Example: Let'...
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0answers
14 views

report chart issue

i have created a report on account object. i embedded report chart in lightning page. End user can able to access the report but in page it is not displaying. it gives error. however i have verified  ...
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0answers
27 views

Formula Field using Bucket Fields on Salesforce Report

I am having issues creating a formula field using the bucket fields on Salesforce report. Request is to create a formula field called Result on the below report. Formula is : Result = ((Promoters - ...
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0answers
11 views

Report for Accounts that purchased X but not Y?

Currently I have 3 objects, Accounts, Orders, and OrderLineItems. Orders have a parent relationship to OrderLineItems, same with Accounts/Orders, and then there is also a lookup relationship between ...
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0answers
11 views

Create a report to show the percentage of contacts moving from stages X to Z of an opportunity per month

Attached are the screenshots of my report I am trying to show the percentage of contacts moving from stages X to Z of an opportunitiy per month but I am unable to achieve so far. Any leads are ...
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0answers
25 views

Is there a way to show 'Total Records' in a chart(Report) in salesforce?

I would like to show Total records count in a bar chart in salesforce, but I am not sure if it is possible.
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0answers
14 views

Sum records on report for graph

Have a report that I need to graph with Accounts:RecordCount . The report type contains Accounts with Risk Records. Each accountNumber is grouped with the corresponding risk records which vary in ...
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0answers
27 views

How can the Case History fields present in Case Lifecycle report type be retrieved with SOQLs?

In the standard report type Case Lifecycle the following fields of Case History object can be retrieved even if not present in the object itself: Case History Owner Case History Status Case History ...
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1answer
16 views

How to put filter in report for dynamic last month?

I am trying to filter out records in my salesforce report like i just want to see last month records (Created Date). See below what i have done so far, Date filter on Created Date > CUSTOM > 02-...
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1answer
26 views

How to Remove the reports from salesforce dashboards when the report has no records,

How to Remove the reports from salesforce dashboards when the report has no records, the user doesnot want to see the report on the dashboard if there is no data in the report??
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0answers
36 views

Salesforce reporting with inner join

I have some custom objects in my org: Item My_Object |-----Lookup to Item |-----Lookup to Account My_Other_Object |-----Lookup to Item |-----Lookup to Account |-----Some Property Given the ...
0
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1answer
19 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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2answers
26 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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0answers
18 views

No Key Metrics in Lightning Report

Why my total number cannot be displayed at the top of the reports as key metrics?
0
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1answer
38 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
23 views

Filter Logic for SF report

I keep receiving this error message when applying filters to my report.
0
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1answer
45 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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0answers
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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0answers
10 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 ...
0
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1answer
36 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 ...
0
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2answers
64 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 ...
0
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1answer
25 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 ...
1
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1answer
46 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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0answers
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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