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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19 views

Is there a way to get Month to Date and Last month in Salesforce Reports

I have a custom Salesforce Object and I am trying to create a report in Salesforce. I am able to pull the Cols from the custom object onto the report and group by Col A and Col B. +-------+-------+----...
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29 views

How to Automate a Daily SMS Message Detail Report [closed]

How do I automate a daily SMS Message Detail report from Reporting? I want to add logic to a query in order to generate the report daily, export it to the FTP, and then Import it back into a data ...
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29 views

The number type A records and type B records [duplicate]

Can anybody help me with reporting? I would like to extract the following data. [The number of type A records] -(minus) [The number of type B records] Thank you in advance.
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7 views

Dashboard to compare created opportunities and closed opportunities month by month

I would like to create a report and a dashboard to compare created opportunities and closed opportunities month by month. It means that an opportunity can be created on january and be closed on ...
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11 views

Trending monthly pipeline additions and removals [Opportunity Trends] [Historical Stage and Historical Amount]

EDIT: Am I Overthinking This... wouldn't Created Date reports and Closed Date report would probably work just as well?!? I absolutely love the Opportunity Trends report but one thing I've been trying ...
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6 views

Individual lightning Dashboard access to users

I have a requirement where there are specific users who should have view access only to few dashboards in a folder but not all. I know that we can manage folder access but is there any way we can ...
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1answer
17 views

Pull data from sql to salesforce

I am looking to generate reports and dashboards on Salesforce and the data reside in my SQL server. How do pull data from SQL to Salesforce in order to create reports & dashboards in salesforce
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1answer
60 views

Scroll down is not working report

I had an issue with the salesforce report , scroll down is not working. When selecting a date field to use in a report filter, clicking on the scrollbar to scroll down in the field list will ...
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13 views

Syntax Error - Einstein Analytics

getting an error trying to write a trend MoM query... Can anyone provide some assistance or maybe help improve on my query? I'm pretty new to Einstein, so, writing an advanced query is stumping me... ...
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1answer
34 views

Personalization on Thumbnail in SFDC for Individual Email Results

We're trying to resolve what appears to be a simple ask and I've been told this is possible but can't find any documentation here or on help.sf.com. We are sending email to subscribers using SF DEs ...
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19 views

Contact Data Portability Report has wrong data

I ran Contact Data Portability Report for a subscriber. I have few questions on the results: Can a unique Subscriber Key have multiple Subscriber IDs? This email was never bounced, still it has '...
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5 views

Replacing datasets in lens and entire dashboard

I need to replace 2 datasets with 2 new datasets through my dashboard. The column names are the same. Only change is in granularity and 3 additional columns. Is there a way to replace the existing ...
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24 views

Salesforce Report Error: Query is either selecting too many fields or the filter conditions are too complicated When Viewing Report

I created a dashboard in Salesforce which refers to three source matrix reports. Only one field per report is displayed in the detail section, while three columns are displayed: The field for grouping ...
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8 views

Funnel type chart shows values decrementally

Let's say, in my custom objects, I have a picklist value Stage__c and our records go through these stages. (lead, offer, accepted, won) Also, let's say, there are a total of 100 records separated into ...
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9 views

Report on Pushed Opportunities this month

I am trying to create the report on the Pushed Opportunities this month as shown below I enabled the History Trending in the setup for the Opportunity object and I didnot enable tracking an extra ...
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1answer
25 views

Subscribers not sent to

I had to get the report of bounced and not sent subscribers for a particular send in a automation studio. I can get get the bounded subscriber from the _bounced DV, how can i get the Not sent ...
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1answer
19 views

I need a report filter with many account names

I have 128 Accounts. Each account name, for example "account1", has up to 50 identically named accounts for a total of 1313 unique Account IDs. I need to run a report that lists all 1313 ...
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1answer
21 views

Creating a report for Accounts and the Contacts Related

I am trying to create a report that lists the Accounts with a certain field filter, but also the Contacts within each of the respective Account listed as well. While I can accomplish the first part ...
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23 views

How to make a report based on how much interactions (with contacts/opportunities/leads etc) each used had?

Basically, we are quite new in salesforce and we need to adjust our reporting. Could you please advise how do I check how many interactions (with opportunities, leads contacts etc) our users had in ...
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12 views

Report on 3 Objects with Date Field Comparision

I have 2 related objects under Accounts - Form Submissions (FS) & Purchased Items (PI). FS has Form Submission Date field. PI has Purchased Date field. Form Submission object has lookup to ...
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9 views

Joined report grouping

I have a joined report of two different objects with activities. I have grouped them cross-block with accounts since they both are related to accounts. Is it possible to group within a block as well? ...
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1answer
14 views

How to make new field of custom object reportable in salesforce?

How to make a new field of custom object reportable in salesforce? I don't see any custom field while I was trying to create a report. How do I add it to the report?
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24 views

How to use summary-level Formula to calculate percentage when a field is a specifc value?

How to use summary-level Formula to calculate percentage when a field is a specific value? For example: Where the percentage represents = a number of order of pizza / total orders for that month. Jan ...
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1answer
31 views

Salesforce report truncation via external tool

I have a question. Our users are using Excel that they connect to Salesforce report but Salesforce truncate the long texts to 255 chars. I have tried some other tools but there seems to be the same ...
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18 views

Can External Users Run Ideas Reports

I created a report on the Ideas object for our community users. The users can see the report, but when they run the report, they get an insufficient privileges error. Does anyone know if external ...
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1answer
36 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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16 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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17 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
60 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
30 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
34 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
13 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
50 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
26 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
38 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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16 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
21 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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409 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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28 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 ...
0
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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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22 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
25 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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25 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
56 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
43 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
23 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 ...
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1answer
97 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
55 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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