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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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4 views

Automated Dynamic Salesforce Reports emailed to Contact

My org has some particular requirements. We host webinars. We receive webinar attendee data via an excel spreadsheet from gotowebinar, and upload that data onto a custom Salesforce object called ...
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21 views

Why csv file exported from salesforce do not has the same column name with report?

I recently found the csv file exported by Salesforce do not have same column name with the report. Is it expected or an issue? For example, The column name in report is "Age": The column info in ...
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17 views

How to access Report FTP Folder in Automation Studio?

I saved a Account Send Summary report from "Analytics Builder" > "Reports" to FTP using the option "FTP Result". I can only choose the option "ExactTarget Enhanced FTP". How I am supposed now to ...
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1answer
11 views

Duplicate Product Code report

I am trying to create a scheduled report that will come out daily when a duplicate product code has been entered. What formula can I use for this?
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11 views

Create an Email template with more than 20 reports enclosed [on hold]

I need to create an email with more than 20 reports enclosed. A Dashboard is limited to 20 report components. I have Conga available so that seems like an obvious option to build a Conga Solution ...
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1answer
31 views

field update in report not getting updated [on hold]

I have an object, let's call it Object2. Object2 has a field called Account which is a lookup. Account has a field called customer type. Object2 has a formula field which gets populated by Account....
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0answers
13 views

Service Appointment History Report [on hold]

I'm currently working with the Service Appointment Object with the desire to be able to track down and time stamp the status changes. I have already allowed tracking in the status field which is the ...
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0answers
13 views

How to get records created between timeframe in a report

I need to create a report of all the records between 7am to 5pm CST/CDT everyday. How can I achieve this? The solution I tried - Created a formula field which extracts Hours from created date (...
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1answer
15 views

Report filter logic to relative dates [closed]

Is it possible to create a filter, in a lightning report, that uses a relative date showing me all my opportunities that will expire in the next 18 months and also show me all opportunities that have ...
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16 views

Parent & Child Report Customization

I've been working on a report where I need to report on a field that is on the Opportunity object which relates to one Account. Essentially a parent Account has related opportunities which contain an ...
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8 views

Unable to view Stopped Since field from entitlements in reporting

I have set up the entitlement process in the case object. I am able to view setup the stopped field & other fields related to entitlement object. I gave view access to the Stopped Since field. I'...
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0answers
15 views

/on/demandware.store/Sites pages [closed]

I am working with a client on SEO advise. The site has thousands of demamandware static pages, two months after launch. They are clogging every possible crawl. Is this normal or should there be a ...
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1answer
28 views

Trying to run a query for a period of time

I am trying to run a query in order to pull email sends on a particular period of time. Is that possible in marketing cloud?
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1answer
20 views

simple_salesforce Run Report

I have a simple Salesforce report that returns basic information about some opportunities such as opportunity id, owner, end date. I found the simple_salesforce Python module and I am trying to ...
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0answers
13 views

Field defined as number but recognized as an object

currently I am working on the development of a dashboard to calculate the rate of recognized intents of an Einstein chatbot. I generated a field called "IsSubjectIdentified". When it finally comes to ...
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15 views

why a field in the report it shown as id?

I got the same report in internal user and in community user and country relationship its shown as country name with internal user and its sown as id for the community user.
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1answer
19 views

Report for Opportunity with Contact Roles have wrong data

I have a Report Opportunity with Contact Role type. When the report does not filter on Expired Date (Opportunity's field) and Expired Date Renew Opp (Contact's field), the report data is right. But ...
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0answers
14 views

Load report-meta directly in production (testLevel problem)

Since in my org we made some (heavy) changes to the custom objects, we also had the need of redoing all the reports (yeey, such luck!) So what I did, was simply to download all the reports locally, ...
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0answers
31 views

Apex script for report export

Everyday I run and export in csv format 9 reports. These reports have much more than 2000 rows and I've read on other posts that there is no way to get more then 2000 rows per report by scheduling ...
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0answers
11 views

Show Me by Role in Report Filter giving inaccurate results

I have a report in Opportunity, when clearing this filter gives me all the opportunity reports (e.g. 500 Reports), but when selecting a specific Role (example: the Topmost role in the role hierarchy - ...
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0answers
10 views

Lock Filters not letting populate Dynamic Report Filter values through Apex

We're Populating Report Filters through Apex Code but "Lock Filter" feature is restricting Apex code to populate the filter values. We want to Lock Filters for different users so that users cannot ...
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0answers
25 views

Report on Account with OWD set to 'Private'

I have 'Account' and 'Opportunity' with OWD Private and some sharing rules to set witch record a user can see. I did a few reports on account and opportunity to Community Users but when I log in as ...
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1answer
20 views

Lightning community has no Reports tab like a Tabs + VF community has?

We want to convert an existing Tabs + VF community to a Lightning community (using Customer Account Portal template). The users are all Customer Community Plus users. In the Tabs + VF community, the ...
2
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0answers
33 views

What does 'scope' mean in the context of a Salesforce report? Where/how is it specified? What are the possible (API) values?

There is a method called getScope() in ReportMetadata Class. Can someone please shed some light on what 'Scope' actually means? Where/how is it specified? What are the possible (API/system-digestible) ...
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1answer
19 views

Report on “worked” days based on created activities (CreatedBy + CreatedDate)

Here is the scenario.... I would like to create a report that would show the user's "worked" days. We created a custom report type called "All Activities", since we needed to bring some information ...
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8 views

Lead Name (FULL NAME) field not available in 'Leads' and 'Activities with Leads' standard report types

I am a System Admin. In addition to our company's sandbox, I also created a new Developer Org to see if it is any different. However, I can't seem to find Lead Name (the FULL NAME) field to use as a ...
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38 views

Filter logic in Report not working when parameters are passed dynamically from Vf page

We are working on a requirement where User is presented with a form(which is a Vf page)as below. When any of the fields is entered(say Email) and submitted, it needs to be navigated to a report which ...
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11 views

Color Code Chart by years When X-axis is displaying Start Date Quater

My report chart is colourful but not useful. The report chart shows color for each quaters from 2017 to 2019. It is hard to read . Please let me know how can I change the color code by years. Example, ...
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0answers
212 views

Reports seems to be very slow in the new Spring 19

We have tried a bunch of reports after Salesforce upgrading to Spring 19. It seems that reports with more than 500 rows have a significant slowness in lightning experience. I am aware of this known ...
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1answer
24 views

Sales planing overview values of different objects

I need for our sales colleagues to a list of responsible accounts for sales planning. I can do that quickly with a report, but I need this list enriched with additional information. For example sales ...
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0answers
8 views

Format number widget in analytics?

When using a number widget in analytics, it doesn't diplay the decimals the number may contain. The original SAQL query retireves the number with decimals, but when it's displayed on the widget, the ...
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0answers
15 views

Mass Update Report Filters

Our Salesforce org has over 700 publicly shared Opportunity reports that have one or more report filter referencing specific Stage Name(s). Our sales team has decided to rename all of the Opportunity ...
1
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1answer
14 views

Field available for Reporting in Salesforce

Are there any specific field data types which are not available for reporting in salesforce ? Or all fields can be used in reports? Apart from checking manually under setup-> Report Types -> ...
3
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1answer
24 views

How can I set the data for a report testing?

I have a schedulable class that runs a report and send an email with the results of that report. Everything works fine when I'm testing it with the report filled with data, but when the report is ...
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1answer
24 views

i want to create dashboard component from tabular report

i have following fields i want to create tabular report and then add to dashboard No. Field Label Field Type 1 Address Text Area (Long) 2 Branch Picklist (Values : Mechanical , Computer , IT ,Civil ...
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0answers
14 views

Is there a way I can avoid joined reports?

I have a joined report that I built that actually has 4 different reports built into it. The main reason for this is I am looking to get a metric that we use called ADL (average dollar per lead). In ...
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0answers
33 views

Picklist values not showing on report

I've checked the object/field security, my profile access, and record types of my Contact object and cannot figure out why when I run a report, there are no picklist values: I'm able to SOQL the ...
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1answer
15 views

Report Automation

I want to add 2 more reports and also need to send that report to different users(1 report for some users, another report for some other users). please help me to create global class Exporter ...
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1answer
27 views

Filter Duplicate Record Items by Duplicate Rule

I have setup a "Duplicate Accounts" report following the Salesforce documentation provided but I then realized this is based on a rule that matches on Billing Address. What I need is a duplicate ...
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0answers
11 views

Bucket field Reporting on With or Without Report Type

We recently rolled out a new product structure where we deactivated all 22k Products we had in Salesforce and put in 1800 new ones to be used going forward. I trying to build some reports and ...
1
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0answers
11 views

Updating Standard Report Type via Rest API on Cases returning error: 'value \“\” is not one of the picklist choices.'

I am looking to update the report type of an existing report via REST API. First I get the report metadata via a GET/describe, then I string-replace just the report type (assuming there is just one ...
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0answers
18 views

How to create a new report programmatically and set audit fields?

I am looking to create a new report programmatically and set its audit fields (CreatedBy, CreatedDate, LastModifiedBy, LastModifiedDate). I followed this REST API Documentation to create a report ...
2
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1answer
22 views

How to Unschedule the report in salesforce

As per the salesforce Documentation, we can unschedule the report,But i cannot find the Unschedule the report option in salesforce please anyone guide me to unschedule option
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0answers
43 views

Getting MID of all the business unit in one go

we have over 100 BU and they keep getting created. is there a way to get the MID of all the business unit in some report directly or indirectly for tracking purpose. Tried out some reports but they ...
0
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1answer
16 views

Average of orders placed by an user

I have a requirement where I need to get the average number of Users who are placing orders each month. If I get the count using Roll up summary field, it will be the copmplete count of the year and I ...
0
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1answer
14 views

Creating a Report Formula

Trying to divide the sum of one grouping of Amount by Grand Total Amount, example: Record type: New Biz Amount 100 Amount 200 Sum = 300 Record type: Existing Biz Amount 50 Amount 200 Sum = 250 Grand ...
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1answer
44 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
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0answers
10 views

Conditional Logic in Buckets in Salesforce Lightning Reports

We created a Report with some buckets. Now, I want to sum up all the 'Deal' Bucket counts in another Formula Summary Field. Image Attached: I tried using the below Logic in Summary Formula: IF(...
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1answer
29 views

Create weekly report on open leads with history and send via email

So I've been given the task to create a weekly report that is sent by email (as an Excel file) to the administrator. The report has to contain all the open leads, and the ones that were closed in the ...
0
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1answer
28 views

How to soql to get salesforce reports in some specified conditions?

I know we can use soql to filter reports, like q=SELECT Name,Id,OwnerId FROM Report where+ OwnerId = xx. But I do not know how to get some reports that I do not own the execution privilege. Or some ...