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
19 views

Is it possible to link all leads to opportunities in one report?

I'm trying to find a way to connect all leads --> opportunities. I tried doing this by connecting All leads --> Leads with conv. information --> opportunities. Leads with converted ...
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34 views

group by multi select picklist in report

Premise: We have a structure of as a custom Object, say employee, which is a child of Account. This Employee object has a multi select picklist which contains Year (2000-2050), lets say tenure. ...
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11 views

Custom Joined Reports with more than 20000 records

I am aware that there is a max number of no more than 20000 records for joined report - does this also count for custom joined reports? How do I know if I have more records on the system? Will it tell ...
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1answer
23 views

Salesforce Role hierarchy

Person A and Person B are under same profile(eg: Both are Sales Persons). Can Person A reports to Person C and Person B reports to Person D using role hierarchy?
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8 views

Getting Average Attendance per Day using PARENTGROUPVAL or PREVGROUPVAL

We run multiple program sessions a day and program participants attend multiple sessions in a day. I'm trying to find a way to set up a report that will give me average daily attendance, without ...
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1answer
26 views

Can Reports be Edited through an API?

This may be an 'XY Problem' question but is there a way to edit reports through an API? The scenario is as follows: Our managed package has several reports with filters using custom values on the ...
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16 views

error when encoding row-level formula syntax error while declaring variable

I am very new to Salesforce Report and apology in advance if question sounds stupid. I got two date related columns: one is date only and other is DateTime. I tried to calculate the difference of two ...
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27 views

How can I remove or replace literal SF IDs generated in report metadata?

I've created a new report based on a custom report type that includes a related field via lookup. The report works great, but the report metadata contains a literal SF ID which makes deployments fail ...
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20 views

list of notifications sent to a profile

I would like a list of all the notifications the Sales Team receives. This would include things like weekly reports emails/notifications, and so on. I checked within "Salesforce Notifications&...
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15 views

Add Custom Button/Action on Reports Lightning Record Page

Is there a possibility to add somehow a custom action/button in the reports Lightning Record Page? For example, to add a custom button near the "New Report" Button shown below.
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19 views

PendingServiceRouting records reporting and queries

Looking for a way to report on our Skills Backlog so we can see most needed skill (for example: Skill X is on 20 unassigned work items in the backlog). Can report on PendingServiceRouting, but can ...
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26 views

Calculate Opportunity Stage Conversion Rate [closed]

I have looked everywhere for the solution for this but can't get anything to work. I have the below report showing opportunity stages. I would like to show the 14 opps which went from Demo Scheduled ...
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14 views

Subscribed Reports to run at specific time e.g. 09:05

I have created a report that shows which users are logged in and active, our IDM team would like to use this to monitor lateness and absence. They give people a 5 minute grace period before they are ...
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13 views

Report type with three objects stops showing all dependencies when the dependent objects are included in the report

There exists a custom object (let's call it Custom) that has a Master-Detail field referencing Accounts, and a report that shows contact information for related Accounts is needed. There is a custom ...
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1answer
26 views

Find all reports filtered by specific field and value

How can I find all reports in my Salesforce instance where the report is filtered by a specific field and value. We need to surface this data to management because they want to make adjustments to ...
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22 views

Is it possible to get a Salesforce Report of all user's Chatter email preferences?

Yes, I know there is a way to SOQL out all User's Chatter email notification preferences like so: SELECT id, username, UserPreferencesDisableAllFeedsEmail, Profile.Name FROM User And then upload a ...
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1answer
30 views

Seeking API and permissions combination that faciulitates for read only exact target email data

I'm about to embark on my first SFMC project and am seeking some hand holding for getting started. Please be forgiving in that this question is more vague than typical on a stack exchange post and I'm ...
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1answer
24 views

Report Type Issue

We have few reports based on one report type (e;g Accounts with Assets and Transaction Header) but weird part is when I try to edit this custom report type; it is not showing up... but I am able to ...
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1answer
34 views

How do I add "Closed/Lost" as filter option for opportunity status?

Why is "Closed/Lost" not showing up as an option? In the report, I know that we have opportunities that are closed/lost.
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20 views

CTOR field in Analytics Builder / Custom metric

I would love to create a custom report in Analytics Builder using "Blank Template for Email Sending Performance Save". I am choosing the filed of Sent, Deliverability, Open, Open rate, Click,...
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22 views

User Access Audit Report

I want a report that lists something like this UserName Profile Role Application PermissionSetGroup Licenses (Salesforce, 3rd Party) kaliforce Student Sale Do cool stuff <3rd party User/Admin>...
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11 views

Reporting Objects with zero Related Objects

I am working with Salesforce and FinancialForce PSA and have a requirement to report on Opportunities (at P=90%+) without Projects (i.e. zero projects in their related list). An Opportunity can have ...
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0answers
41 views

Difference between two date fields on a report

I am creating a report and have two date fields (one from the Account object and one from the Opportunity object). I need to calculate the number of days between the Account date field and Opportunity ...
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1answer
31 views

Reporting on multiple objects

I am trying to generate a report for the following data model (Screen shot attached) Note BC is a junction object with a look up to Object B and Object C 2.The report needs to pass information using ...
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1answer
33 views

Reporting - How are two objects related in a custom report

I have two objects Object A Object B I created a custom report type to link Object A and Object B.There are two look up fields that connects Object B to Object A. I want to ensure my report type is ...
2
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1answer
101 views

jsforce: retrieve metadata of a report with a row-level formula

When I use sfdx to pull a report, I see custom row formula fields under customDetailFormulas, but when I pull the same report using jsforce, customDetailFormulas are missing and the row summary ...
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25 views

How to show Month-wise total Recurring Revenue Report

Can I generate a report in SF that will give month-wise revenue for Closed Won Opportunities?
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35 views

Funnel Report Type For Single Opportunity

I am new to reports so apologies for the newb question. I want to put a Funnel Report on each Opportunity record. I have it set up successfully in the UI but I am not sure how to create the report ...
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23 views

Community Management Package for Sites with Chatter : No Data in dashboard reports

We have installed Salesforce Community Management Package for Sites with Chatter in our Salesforce Experience Cloud site for Dashboard capabilities. As can be seen in attached snapshot. We are sure ...
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1answer
34 views

Date filter YESTERDAY excluding weekend

I have a problem using a dynamic filter on dates. My report shows closed tasks from the previous day of the report launch using the dynamic date "Yesterday". It works well except when you ...
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1answer
38 views

Create a report for Unsent Email address [closed]

I know this is possible since I've used it in previous organizations. I'm looking to build a report or activity/automation where we can paste the JobID of a send and find out the difference between ...
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1answer
42 views

How do you set the default Reports folder in Lightning Experience?

In Classic, the default selection for the Reports tab is "All Reports" but that is not the case in Lightning Experience or when using the "Report List" component in a Community/...
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0answers
17 views

How to Get the Grand Total of a Second Level Grouping

I'm trying to get the grand total of a second-level grouping within my report. I have Account as the first level grouping, and then I have Case Owner. I'd like to see the Grand Total number of Cases ...
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26 views

CPQ behavior for Products

I just joined a company that has been having some issues with CPQ for quite some time now. Most of the issues are related on how CPQ was set up, and that they can't report on the products they have ...
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37 views

Automate a Data Extension export and send via email

I have a team that does not have access to SFMC needing to view a DE within SFMC on a regular basis. Is there a way to automate an export of this DE on a daily basis and send to that team via email (...
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27 views

report to track campaigns/campaign members/tasks?

I'm looking to create a report that tracks Campaigns, Campaign Members (they are all Person accounts), and tasks. Basically we want to be able to see the amount of times (and when) a Campaign Member ...
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0answers
19 views

How to find accounts that do not have a specific Account Contact Relationship role? [duplicate]

we would like to create a report that tells us which Accounts do not have a contact with a specific role. We are using lightning and the Account Contact Relationships junction object. We have ...
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10 views

Missing Send Date in Datorama on Journey sends

creating our initial reports in Datorama for Marketing Cloud email sends and SEND DATE is not being pulled into our available data. We are using the out the box (standard) SFMC connector All of our ...
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0answers
53 views

WhatsApp Tracking Extract fails to run

Currently there is no available analytical report regarding WhatsApp messages in Marketing Cloud. The only WhatsApp report that Marketing Cloud provides is not working right now, according to this ...
2
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1answer
63 views

Summary Formula Where Field Equals

I have a report where there is a status of the lead. I want to see how many leads have the status of scheduled as a percentage of all leads in a report. I've never done this before and can't figure ...
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0answers
25 views

Filter Visual Force Report Chart to only show data related to current record page?

I am new to Salesforce and Apex in general, and I am trying to figure out how to filter the report charts on a Visual Force page to only show data from opportunities related to the Account record that ...
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1answer
49 views

Lookup Fields based on Sales Team Roles

Do you know if possible to identify those in specific team roles via a lookup on an object? Specifically, I would like to show what Team Role the user has that a record has been assigned to on a list ...
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2answers
61 views

Joining SendLog and Click Data View does not return any results

I want pull out the list of customers that did not click on the mail we sent. We maintain a SendLog in which we have additional attributes logged (Example: emailname, subject etc.) I understand that ...
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1answer
34 views

Wrong Opportunity Stage Order in Report

A report I made is showing the wrong opportunity stage order. For example, "Complete" should be the final stage and it should be followed by "Arrival". The order is correct in the ...
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1answer
38 views

Unable to Import a Report into Marketing Cloud from Service Cloud

Our org was recently integrated with our service cloud application and I can currently sync over objects. When I attempt to import a report into marketing cloud via EmailStudio --> Interactions --&...
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1answer
309 views

Calculate percentage

I'm currently working on a report and am trying to calculate the proportion of record types. I have grouped the report by the RecordType but can't seem to find how to calculate the percentage. Any ...
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2answers
39 views

How to run a report (or query) to get the number of (first) child records of a record?

Any way I can do this via report? or apex if not? Thanks for your help!
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0answers
49 views

Missing icons on Salesforce report buttons in Chrome

The icons in Salesforce report buttons are missing in Chrome, since several months now. This somewhat related known issue Some icons disappear in Chrome 84 is "In review" and even though the ...
1
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1answer
73 views

How to delete a report with Code or process?

I want to automate a process where old neglected reports are automatically deleted if they were not run for X amount of days (if I can't do it in a variable/labal, I will do a source report. I am not ...
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1answer
33 views

Need to restore Report List page in Experience Cloud

I created an Experience cloud with Customer Servce Tempate. I accidentally deleted page: Reports > Report List > (page variation) Report List Now I'm trying to restore this page. I created by ...

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