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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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Show all records from report via LWC

I'm displaying report records in an LWC page, but I'm only getting 2000 records, even though the report has over 10,000 records. It seems that the report data is limited to 2000 records. How can I ...
Mansy's user avatar
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0 answers
26 views

Error while opening source report from Dashboard component: [Cannot read properties of undefined (reading 'dataType')]

An user of our org is getting this error while opening a source report from the Dahsboard component in Salesforce: This page has an error. You might just need to refresh it. [Cannot read properties of ...
David Boada's user avatar
-2 votes
0 answers
20 views

Report not showing complete information

Just wondering what could be the possible reason why some of the data in my report don't show some values. When I tried to run a report for 1 record only, it shows the values we needed to see but for ...
Eddd's user avatar
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0 answers
19 views

Summary Formula with grouped Columns

I have a Salesforce Matrix Report, and I just want to add a summary column with the difference between column "Planificación" and column "Real"... Both are a sum of a field named &...
Manel Nesweda's user avatar
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0 answers
23 views

Relative Date Filters - Other options besides 'LAST WEEK' , 'THIS MONTH' etc

I am aware of the relative filters such as 'LAST WEEK', 'THIS MONTH' etc, but I am looking to pull data for 1/2/3/4 weeks in advance and the same in the past - At the moment I am having to manually ...
HarryParfit's user avatar
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0 answers
22 views

Individual Email Results Report filtered by Journey

I usually just work on the Marketing Cloud side of Salesforce, but I've been asked to create a report of Individual Email Results within Sales Cloud. When filtering the report, it seems like all the ...
K K's user avatar
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-1 votes
0 answers
17 views

Report - For Product History of an Account

I'm trying to create a report that filters over an account's order history, an umbrella filter. We want to capture accounts that have only purchased product A and not product B. Does anyone know how ...
Andi's user avatar
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1 answer
21 views

How to calculate the number of days until close on a summary-level formula column in a report?

To calculate number of days until Close Date. I'm getting the following syntax error 'Extra Date'
salesforcejunkie's user avatar
0 votes
1 answer
24 views

'Range' filter not showing in report

I want to use the 'Range' function on a Created Date field in a report. See the image below for reference: But I don't see the 'Range' function. See the image below: Is there anyway to bring the '...
MShal's user avatar
  • 31
0 votes
1 answer
40 views

How to use date field in report summary formula

I want to use a Date field in a summary formula in a report. Scenario: Account Opening Date should be between the current fiscal year (starting in June). Opening Date(Opening_Date__c) - Data Type - ...
Lilly's user avatar
  • 25
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0 answers
27 views

Buttons on Dashboard layout missing

This is how the Dashboard layout should look (view of a System Admin) - Containing 3 buttons to the right. And on this Dashboard View "Edit" and "Subscribe" buttons are gone. I ...
MrKnudz's user avatar
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33 views

Formula Salesforce all Dates in one Filter

I am building a CRM report with customer engagement from business communications. In the report, for each mailing, I will group data such as Open, Click, etc, which are obtained by counting dedicated ...
Fabrizio Mastracci's user avatar
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0 answers
22 views

How to generate report on Contracts and Opportunities combined

I would like to report on Contracts that have Amendment Opportunities. I don't seem to get the accurate data using custom "Opportunities with Contracts" report type. Would Workbench help? or ...
DigitalCS's user avatar
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0 answers
19 views

How to display 2 different timeframes in 1 report

I have a report showing all work orders passed their expected appointment start date that have not yet been closed. I also want to display in this report the work orders that have not yet been closed ...
khazaddoom's user avatar
1 vote
1 answer
35 views

Calculate percentage of checkboxes

I am working on a report. The client requested that I determine the percentage of accounts that have given consent (a checkbox field). The question is: how should I calculate the percentage of ...
Jonathan Grosso's user avatar
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1 answer
38 views

How to use a string function for a report to select only some characters for the group row or column

For a report I want use a string function to only select the two characters of a column: product_group = substr(external_id,4,2). For some reports in the middle substr(external_id,4,2), For others ...
surfmuggle's user avatar
0 votes
0 answers
37 views

Schedule a report to account owners

I have a Account report which needs to sent to all account owners. If any user who don't own accounts should not receive the report. Any thoughts on how we can achieve this? I initially thought of ...
Prady's user avatar
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1 answer
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Access to Dashboard in salesforce

I have an existing dashboard which is the default home page for the org. Users with a specific profile are not able to refresh/run the dashboard and are facing the following error "We can't show ...
Kirito's user avatar
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0 answers
44 views

Account report filtered by role hierarchy

My main goal is to create an account report that shows accounts owned by anyone in one team (Business Development). I need to include the manager and reps in the report. The reps themselves are always ...
denvergreene's user avatar
  • 1,198
0 votes
1 answer
15 views

Is it possible to add new report ranges as a Salesforce Admin for users to select?

I want to add a few new date ranges that can be selected when making a report. Is this possible as a Salesforce Admin?
SlayerSevak's user avatar
0 votes
0 answers
18 views

Report with a child object as the primary object, rows grouped by field in parent object

Problem looks like this. Every record in Object B has a relationship with a single record of Object A. (A records can have any number of B records associated with them.) When I create a custom report ...
Grey's user avatar
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0 answers
18 views

Create report including knowledge title and topic name

We are trying to build a report to include both knowledge title and topic name. However, topic assignment doesn't give options to show related articles as well as they don't allow to traverse generic ...
Patlatus's user avatar
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0 answers
19 views

Making Record Count Cumulative Across Monthly Grouping In Report

I have a report for custom object, Tasks. There's a column for the task name and then I've grouped the forecasted date for each task by row and by month. Example: Task Name Forecast Date January 2024 ...
introspective7887's user avatar
0 votes
0 answers
47 views

can I create SOQL or SOSL command to get content of a report?

I know nothing about SF. I want to get content - preferably as .csv - or a report that someone created for me. I do not have SF account. I have access to an integration account that I managed to ...
Radek's user avatar
  • 101
-2 votes
1 answer
31 views

How to make a dashboard which compares data of 2 different reports like comparing monthly data of FY 2023 with monthly data of FY 2024

I want to compare 2 yr data on monthly basis in a dashboard I am not able to generate a comparison dashboard I have 2 different reports
Shivani 's user avatar
1 vote
0 answers
36 views

Assistance Needed with Left Joined Custom Report

Assistance Needed with Left Joined Custom Report I have a custom report that combines two objects, Intakes (Leads) and Matters (Intakes converted to Matters), using a left join. I opted for a left ...
Shakti's user avatar
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0 votes
1 answer
278 views

I want to show standard report on LWC component. Is there any way to achieve this using report id?

I would like to show Salesforce Standard Reports on LWC Component. Is there any way I can achieve it by passing Report ID or any other workaround?
Kapil Saini's user avatar
0 votes
1 answer
49 views

Is it possible to send an email to a client which includes a report

Is it possible to use Apex class (or preferably flow only) to send email to a client such that the email body includes some text first (like greetings) then a report data in a table or even list view (...
Waddaa Aboulatta's user avatar
0 votes
1 answer
54 views

App in Salesforce for Report Distribution Using filters

I was wondering if you could help me. I was looking for an existing app that allows report distribution in Salesforce. The idea will be to be able to subscribe to any account to certain reports. The ...
fingerprints's user avatar
0 votes
0 answers
32 views

How to export Next Best Action Recommendations?

We have created lots of Recommendations in our sandbox, for use in Next Best Action. Now that we are satisfied with how this works, we want to export them to our production org. How can we do that? It ...
Sander de Jong's user avatar
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0 answers
33 views

Reports on opportunities historical value

I am working for a customer that has very specific requirements regarding reports and dashboard and would love to know how you would tackle the following : The customer requires a column graph (...
Kim-Lân Nguyen's user avatar
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0 answers
21 views

How to run a report to identify out of hours cases

I am trying to run a report detailing the cases which are received out of hours and have a chart associated. I found the below on a site IF( LEN( CREATED_DATE ) = 1, '0' + CREATED_DATE + ':...
Julia Matchett's user avatar
0 votes
0 answers
79 views

Pass Param to report from LWC in Community

I want to redirect community users to a standard report and pass a parameter when a URL is clicked. This URL is on a LWC and based on the record where the hyperlink is clicked, that record's name is ...
Anurag's user avatar
  • 2,236
0 votes
0 answers
19 views

Super Message in Marketing Cloud [duplicate]

In our contract a specific number of super messages is included. We want to monitor the number of super messages that have been used each weekly. Is there any way to do it? Many Thanks.
ErikaMc's user avatar
0 votes
1 answer
57 views

Tracking Email and SMS metrics with a custom field

My company sends order confirmation emails that each include an order number along with other transactional comms that also use this same order number. I need to be able to export the sent/bounced ...
JulieHurtz's user avatar
0 votes
0 answers
31 views

Dynamic forms link to report

The upgrade to dynamic layouts is great, but I can't figure out how to generate a parameterized value now. I used to be able to use: https://mydomain.lightning.force.com/lightning/r/Report/[ReportID]/...
Keith McAfee Rulesix's user avatar
0 votes
1 answer
37 views

Heroku External Objects: can it be used in standard reports in Salesforce?

Is it possible, from a Salesforce Org, to create a Report/Dashboard on a Heroku External object? Thank you.
Ted's user avatar
  • 1
-1 votes
1 answer
54 views

Salesforce Report on Profiles, Record Types and Page Layouts

I am an admin and have a request for a report that shows, Profiles, record types and Page Layout assignments. This does not appear to be a report I can pull directly from Salesforce. Any ideas? Thanks ...
Themission's user avatar
0 votes
1 answer
104 views

Multi inline edit?

I swear I saw this once - but wasn't there a feature where you could inline edit multiple cells in a list view and/or report all with one click? So - e.g. updating the opportunity stage to Closed Won ...
Semmel's user avatar
  • 2,507
0 votes
0 answers
41 views

Translate label of report's row-level formula field

How to translate the label of a Row-Level Formula Column in a report? Nothing about this in Translation Workbench. Thank You
Fabraisss's user avatar
0 votes
0 answers
30 views

BounceReason field update in the Salesforce on IER object

I want to update the BounceReason field from Marketing Cloud to Salesforce Sales Cloud on Individual Email Result object. Is it possible in anyway to update the Bounce_Reason_C field on the Individual ...
Adam Coder's user avatar
0 votes
1 answer
62 views

Syntax Error - Summary Level Formula

Baby SF user here, I cannot get past this Syntax error saying I am missing a ')' in this formula: ( ( SUM( CASE WHEN BucketField_77200030 = 'Promoter' THEN 1, ...
Ana 's user avatar
  • 11
0 votes
1 answer
53 views

Trying to show a percentage in a cross-object report

I've created a report that shows all Accounts with or without Contacts. I need to show the percentage of accounts with contacts (while still showing a record count), but none of the formulas I have ...
Christin Head's user avatar
1 vote
0 answers
69 views

Picklist values aren't matching in row level formula

In a lead report, I have a row level formula called 'Industry Grouping'. The formula for this field is: IF(TEXT(INDUSTRY) == "Candy and other Confection", "Candy", "Other"...
Jeff Purcell's user avatar
0 votes
0 answers
25 views

Error in graph when trying to calculate lead % change month-to-month

I am trying to calculate the month-to-month lead % change for my company. I have the created month as a grouped column and I used the following formula to calculate the % change: (RowCount - ...
rts1994's user avatar
0 votes
0 answers
108 views

Product Report Type No Results in Community Site

I am trying to get a Product report type to show in a community site. The profile this user is under has access to the object and the fields on the report. They also have access to the folder and the ...
Bob Lob's user avatar
1 vote
0 answers
49 views

3-month moving average with missing periods

I am trying to track the 3 month moving average sales cycle length, using this guide as a starting point. The formula I'm using is: (AGE:SUM+PREVGROUPVAL(AGE:SUM,CLOSE_DATE)+PREVGROUPVAL(AGE:SUM, ...
Kevin W's user avatar
  • 31
0 votes
2 answers
73 views

Salesforce Report - Group values by first character

Hi within standard Salesforce reporting, is there a way to group field values by the first character? I'm not finding a way so wonder if it's a limitation. Thanks! e.g.below Value Count A1 1 A2 ...
DigitalWoman's user avatar
0 votes
1 answer
112 views

Can't See Asset in Case Standard Report

I built a report for one of my stakeholders using a standard case report type so he could use the Age field to count case times. He needs to see the Asset field on case on the report. However, it ...
Dan Wooding's user avatar
  • 3,611
0 votes
1 answer
98 views

Send Cap Issue with Distributed Marketing

Hoping someone could help here - we have Distributed Marketing and we have a send cap limit set for those sending emails through Core. That limit is at 1000 per month. We've noticed that some people ...
Ashmeeta Maharaj's user avatar

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