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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Custom fields are not visible in custom report type

I am not able to see all the custom fields of an object in custom report type which is recently created. I have opened the report type and tried to edit the layout but the custom fields are not ...
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1 answer
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An user is able to see the public report folder without the permission "View Reports in Public Folders" in his profile

Hello, In my Salesforce, an user is able to see the "Public Reports" folder without the permission "View Reports in Public Folders" in his profile. I mean, he is able to see ...
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Row-Level Formula (Is status formula if true = Out of SLA and not true = In SLA)

Could someone help me with the following syntax I try to work out. Request: I try to create formula when status of case is 'On Hold Pending Customer' and the time of last CAL and the time now is ...
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How to Show Current Fiscal Year's Revenue from Accounts Created From Google Ads Prior to This Year?

I'm trying to create a report that allows me to see closed won opportunities from the current fiscal year, but only from accounts created prior to this year and created from a Google Ads campaign (...
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1 answer
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Report to show "My" Accounts but based off different User Lookup instead of Account Owner

We currently have an additional custom user lookup field on Accounts called CS Rep. I am trying to dynamically run the report as if I were the CS Rep. This way I can run a single report to send to ...
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1 answer
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Reporting on Tasks

I am trying to display only Accounts that do not have tasks with the word "review" in the subject. I am unable to do this correctly with the following filters: The report results will ...
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1 answer
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When building a report, the option to add a row-level formula is missing

When building a report, the option to add a row-level formula field is missing from the Columns pulldown menu: The profile of the user building the report has appropriate permissions. What's going on?...
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Filter, group and report on Users like Contacts

My Salesforce app makes extensive use of native Reports on Sales Cloud data. In the future, we want to group the data by different User types. We want to introduce some grouping, filtering and ...
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Add weeks with no activities in report ( opportunity object) [closed]

I've got a report group by 'created date' for opportunities and I would like to show the weeks with no activities. Any ideas ?
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Report Building - Joined Reports

Im trying to build a Opportunity History report but also use certain fields on the Account object. Will a joined report be best?
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1 answer
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Salesforce Marketing Cloud inApp (in-app) reporting

is there a way to report on in-app (inApp) messaging from Salesforce Marketing Cloud? Salesforce official answer to this questions is, that there is currently no way, except using the Journey Builder ...
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Report export file shows decoded html tags instead of field value which is of type formula(Text)

When trying to export a lightning report via Export -> Details Only -> ".xls" or ".csv" The exported files are showing decoded html tags in place of field value. eg: \<a ...
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How to do a Left Join in Salesforce Report

I'm trying to build a report in Salesforce that shows a list of opportunities and a specific opportunity team member (matching a certain role specific to my company). lets call the role im looking for ...
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Not able to filter records bases on Record Created By profile in report

I am creating one report on account where I need to show total orders created by Sales profile. I am trying to see createdby.profile.name in filter criteria, but don't see anything to get record ...
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1 answer
26 views

Formula Field - trying to capture a product name via the record type

I am trying to build a report that shows the total sales for each product but I need to capture the product name which can be derived from the record type. Some of the record type values need to fall ...
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Cross Filter not working on report for Custom Object

I have Opportunities that lookup to an Account as well as a Custom object that looks up to Account only (no connection to Opportunity). There can be multiple opportunities link to an Account. I am ...
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1 answer
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Can you run a report to see how many dashboards a user is running?

We have had an admin leave and want to make sure there are no dashboards they are the 'Running User' for. Is there a way to run a report or see how many dashboards someone is a running user for?
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For report can't access Contact data for Campaign object that has lookup to Contact

We wanted to repurpose the standard object "Campaign" so that it could be used to track what we call "ELAW Fellowships". We added a new lookup field in campaign that does a lookup ...
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40 views

Case Owner field is not available for Dashboard filters

There is a dashboard where i have few components showing the collective information about the Cases, Opportunities and Survey feedbacks of a Sales Engineers. I have created a report with standard ...
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1 answer
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Can't add visual page as component on dashboard

Hello it seems that I cannot add a visual page in a dashboard although it was in the documentation here: https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/...
0 votes
1 answer
48 views

Remove the permission to create a report in the public report folder

Hello, An user has a profile and a permission set. In the profile, the user has no one checkbox related to reports or dashboards checked and in the permission set, only the checkbox "Create and ...
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1 answer
38 views

Invalid query Locator

I have a database scheduled connection in MS PowerQuery (native from the tool) to retrieve data from Salesforce. They are at a maximum 7 tables (objects) and summed up or not they overcome 20k records....
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42 views

How to send dynamic emails in SFMC while keeping the email metrics of of each dynamic version separate?

In SMFC, currently we code our emails dynamic (using impression regions) because our audience list consist of: Customer Type A Customer Type B Customer Type C and so on.. (each customer type gets a ...
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1 vote
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33 views

Apex - PageReference - Report URL

When our org was in classic, we had the below code which used to save a report as an Attachment. This has worked for the past 7 years... PageReference reportLink = new PageReference('/'+reportId+'?...
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Easiest way to mass change lead ownership based on a report

I have a report of about 300 leads that need to have the lead owner replaced. Half of the leads need to go to one person, and the other half to another. Currently I have been exporting the report into ...
0 votes
1 answer
24 views

Fastest way to add a filter to many reports

I've been tasked with adding a filter to literally hundreds of reports in Salesforce. As you can imagine, this is a very cumbersome task. Currently I am simply clicking into each report and manually ...
0 votes
1 answer
33 views

Mass Delete Reports Older Than a Specific Date

I'm looking to mass delete reports that haven't run in the last ~20 months. Specifically, anything that hasn't been run since 01/01/2021. So, I've entered the following criteria in Mass Delete for ...
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57 views

Count the number of Groups in a report in Salesforce

I am trying to create a report of Account and Orders where I am grouping by account to get the accounts with at least one order. I want to count the number of Accounts(which is number of groups) with ...
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42 views

Opportunity Contact Role - Report including record ID

My users need to create reports on Opportunities and Opportunity Contact Roles that would include the Opportunity Contact Role ID. Supposedly because this is a junction object, the record ID field can'...
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56 views

Unable to add a cross-filter to a report

I am trying to create a report of Accounts with no Contacts. No matter what I try, though, I am unable to add a cross-filter to make this happen. In fact, none of the filter options from the dropdown ...
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215 views

Average Record Count Per Month Report

I am looking to create a column on a report that shows the average record count per month. I am unable to add a row level formula to this report. The blacked out parts on the image represent the ...
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1 answer
83 views

Reporting on Opportunity Contact Role

I need to create a report with the Last Modified By and Last Modified Date from the Opportunity Contact Role object. This is a standard junction object and the standard field Last Modified By is in ...
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1 vote
0 answers
180 views

REST API: retrieving a report with more than 2000 rows

We are working with the Salesforce REST API to fetch reports. When fetching more than 2000 records from a report how does the pagination work? Is there any querystring parameter to append to the URL ...
1 vote
1 answer
46 views

How to change the owner for dashboard and reports?

Some dashboards and reports not working after disabling the left employee login. So I want to assign a new owner to the existing dashboard and reports. Could you guide me how to change the owner name ...
0 votes
1 answer
40 views

Date/Time field is blank when user subscribes a report and receives the report in email

I have an issue when report is subscribed by the user and sent as an attachment in csv format. The date/time fields start date and end date are visible to user when they view the report. The fields ...
1 vote
0 answers
35 views

Mobile Push Tracking in CRM

Currently we are implementing Mobile Push and would like the tracking data go back to CRM.I see an option of sending the data using data views but realized the OTB data views arent providing any ...
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Create Data Mapping in Salesforce

I have a scenario where I have opportunity object. There are few fields in this object let say Country (Picklist) State (Picklist) City (Picklist) Now I want a report where I want region as a field ...
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1 answer
56 views

Report Filter Date

I am looking to filter a date to show appointment dates for only this month to todays date (so not the entire month). Is there a relative date formula i can use for this? Thanks
3 votes
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63 views

Reporting on Duplicate Contacts [duplicate]

I'm trying to figure out a way to build a report/query to show duplicate contacts by phone/email. The idea is to check if there are duplicate records with the same phone, but different email and vice ...
1 vote
0 answers
46 views

Mobile Push: What's stored inside of the TimeInApp value in the Push Message Detail report

The Push Message Detail report includes a TimeinApp field which is described as: How long the user spent in the app after opening the message. Measured from the time the subscriber opens the app to ...
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17 views

Oppty w/ product w/wo Schedules report showing No product or schedules But the opty has both

I made a report on Opportunity with products with or without schedules to see how many opportunities out there without a schedule sorted by Product Family. When I run the report, it shows a lot of ...
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1 answer
107 views

How to use SOQL Query as a report

Let's say I have this query: SELECT Id, Action, Section, CreatedDate, CreatedBy.Name, Display FROM SetupAuditTrail WHERE CreatedDate = THIS_WEEK How can I use it as a report? I want to make a report ...
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73 views

Content Builder || Approval Process || Report

Is there any Reports available Discovery/Datorama reports to get below details with respect to Approval process. We are looking for the following informations : List of Email names which passed ...
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0 answers
19 views

Building Opportunity Report that Excludes Contacts

I am attempting to build a report of contacts that have more than one "closed won" opportunities to them. I have managed to get a report that includes all of our contacts with won ...
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63 views

See queue owned cases over time

I'm trying to create a report to show me how many unassigned queue owned cases we've had at the start of each day over the past month. I have a report that shows me how many unassigned cases we have ...
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1 answer
47 views

How can I send an email with a salesforce report attached?

I'm try to scheduler email send with a repor attached, but when i received the email, appear the next error in the file: I'm use the nex Apex code: global class Exporter implements System.Schedulable ...
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85 views

How to automate picklist filter changes on reports when picklist values are renamed or replaced?

We are replacing some picklist values. It appears Salesforce will update the API name of the old picklist value with the replacement picklist API name most everywhere except reports. We have more than ...
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493 views

Inline editing in reports - page layout for this record doesn't allow edits

I am new to Salesforce and VF. I created a bunch of custom fields and put them into a VF page. The page works fine, I can edit the fields and save them. The problem is the following: I wanted to ...
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59 views

Parent account -- account -- CustomObject Report

I am attempting to make a report Parent Account Account CustomObject I would like to see all the CustomObject with a specific parent account. Is there an easy way to do this? In my search i have found ...
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1 answer
258 views

LWC - build a list of reports as clickable links [closed]

I am currently building an LWC that displays a list of reports in my org, describes what their purpose is, and then provides a link to each one of them next to their name that takes the user to the ...

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