Questions tagged [reporting]
General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.
1,635
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How to link mobile push engagement data with the journey's sent through?
In order to report on the Push message engagement we are extracting the mobile push detail extract. However, we currently don't have any fields in the extract that can help us link the mobile push ...
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Need a report that will show the time a case was open and exclude the time a task was open during the case lifecycle
I would like a report that will show the total Case time (close date - open date) and remove all time that a task was open.
Basically I would like to have 2 calculations in days (2 decimals if ...
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2
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36
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Can we create report on custom setting in Salesforce?
Can we create report on custom setting in Salesforce?
when i edit the object that is created for custom settings, it directs to the custom setting edit page, so i cannot edit and check 'enable report' ...
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30
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WhatsApp report by channel
I'm aware that in Salesforce Marketing Cloud, we can generate reports in Analytics Builder for email campaigns by navigating to the "Recent Email Sending Summary" tab. It's as simple as ...
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28
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How to search for a subscriber key or email in all data extensions?
we use data extension as list to send out mailings via journey builder.
So we have multiple data extensions with datas from our subscribers, like subscriber key (this is the contact ID from salescloud)...
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29
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Pull in field from an unrelated object into a report based off text
I have a report where each row is the total count of records that have the same text in a field. In this case, that field is a name and the record count is the number of records where that name ...
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22
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Returning Count is different for Reports for two different Profiles
I have created a report with Filters I got like 300 run values another Person with a different Profile has created a report with the same filters that I used but they received 250 as run values.
What ...
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124
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Is there a way to generate the "Push Message Detailed Report" or "Mobile Push Data Extract Report" for all BU?
As there's the possibility to retrieve all email tracking for children BUs and also to check the "include child accounts" in the SMS detail report, I wonder if there's the same so I can run ...
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37
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Formula Report Rating per columns and subtotal
What formula/function do I need to apply in a report to get the ratio per column and subtotal?
Thank you
Mónica
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20
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Is click through reporting to track customer navigation available for Experience Cloud with Knowledge Article Base exposed (Customer Support Portal)?
Is click through reporting to track customer navigation on knowledge articles available for Experience Cloud with Knowledge Article Base exposed (Customer Support Portal) available out of the box or ...
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79
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'Field does not exist. Check spelling' for field inserted via 'Insert Field'
I am trying to create a win% report for a custom object we have
Implementation_Process__c
with Stage field Stage__c
I am trying to count the # of records where Stage = "Live" and where Stage ...
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62
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Does 'View all data' permission in salesforce give users access to private reports of another user? [closed]
Does 'View all data' permission in salesforce give users access to private reports of another user? Couldn't find any exact theory on this.
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30
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Create reports but shouldn't be able to edit other reports in shared folder
We have created a shared reports folder "Project Shared Reports" and provided some pre-defined reports to the users in this folder. Users have 'View' access to this folder.
Now the ...
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1
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27
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How to create reports for the agents which are available in the common queues in salesforce?
how to create reports for the agents which are available in the common queues in salesforce? Their are 2 queues, I want to create the report for those agents which are present in both queues A and B.
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95
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Export data from large reports programmatically
we have several reports that are over 100K rows. We would like to export them to a data warehouse to combine their data and run large analysis on that data. The reports need to be extracted daily to ...
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61
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Joined reports error: no common fields on the report type
I have two report types:
Report type A: Contact Roles
Report type B: Sport Affiliations
They both share the Lookup field "Account".
But still I get this error:
"Choose a different ...
- 277
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22
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While using a bot, can I report on the time it takes between when a chasitor requests a transfer to a live agent to when the agent accepts the chat?
We use a Bot and then users can ask to transfer to a live Agent (we use live agent still). Leadership wants to report on the time it takes from the chat transfer request to an agent to the time the ...
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53
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Click report by Click activity (SMC)
everyone! I have another question and hope for your assistance.
Intro: Our SMC platform has a "Tracking" section where we can view analytics for campaign sends. In this analytics, we can ...
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1
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81
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Running and filtering reports in Apex
I just spun up a brand new Dev Org (00DHp000002yxab), and copy-pasted code from this Salesforce support article: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/...
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29
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Is possible to set record from OpportunityHistory or OpportunityFieldHistory for legacy records
Before starting to use Salesforce, users were using Excel to control Opportunity pipeline. Now that they are using Salesforce, they need a report that displaying for how long they (old) Opportunities ...
- 532
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2
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51
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How to report how many leads I sent to Salesforce through a Journey in Marketing Cloud?
I need to know how many leads in my Sales CLoud instance were created by a "Create Lead Activity" in a Journey in Marketing Cloud.
I'm looking for it in Marketing Cloud reports but I can't ...
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1
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166
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Retrieve a report using Python
I am trying to retrieve the report. The report URL looks like this https://space.lightning.force.com/lightning/r/Report/00000YTT000TTTY/view
I have checked online and some suggested to change the ...
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29
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Scalable way to report on business hours for standard and custom objects
Hello fellow trailblazers! I am currently stuck with a requirement to create reports on how much time a case/work order and custom object spent on a particular status in business hours. Our initial ...
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42
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UserServicePresence Object : Not able to access UserId field in formula?
REQUIREMENTS :
I need to create a field on UserServicePresence object, to check if the current user is the user referenced in UserServicePresence records.
I need this field to be used in reports, to ...
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77
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For the filter: Invalid date (Valid date format D/MM/YYYY)
Our report does not work when we add a formula(Date) field on the report filters and whose value is set to a relative date such as CURRENT FISCAL YEAR. The error is:
For the filter 3: Invalid date (...
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292
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sms send count more than population
Is it possible that send count are more than node populations?
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46
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Operating on summarized values in a matrixed report
Hello fellow Trailblazers
I'm in a bit of a pickle here
I have two tables referring to buys of gas and gas sales to customers. Each table has the same fields (date, price/liter and quantity in liters)
...
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44
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How do you effectively use URL parameters to manage a large number of dynamic Reports?
This question is borderline opinion based, but hopefully still acceptable.
How do medium to large organizations manage Reports that should have dynamic parameters?
Consider a company that has ...
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59
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Events not showing on a custom report of opportunities with activities
I've created a custom report type. The primary object is 'opportunities'. The secondary object is activities. The report is set to show all opportunities, with or without activities.
I went into the ...
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1
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40
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Unable to find standard report type "Opportunity History" in reports
I am the admin for my salesforce org. During report creation, I can't to view the "Opportunity History" report in the report type lists on my report type selection screen. (Refer below image)...
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130
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Trying to create a report to show a % of active users who logged in each day
Trying to create a report to show the % of active users who logged in each day
I need to count (for adoption) % of Sales people who are using the system.......
I'm using Login Date - User Full Name + ...
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1
answer
71
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Treating Blanks as Zeros within a Salesforce formula
I have this formula created to work out the number of days between created date and the closed date, but also this takes away the time which the opportunity was sat with a broker.
However, I have ...
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1
answer
62
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Why can't admins see data on HTML Email Status report?
Using the standard "Send List Email" option under Leads, users are sending emails to multiple leads at once. Management wants to see the emails, and whether or not the email(s) were opened. ...
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69
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Need to show the percentage of surveys in a gauge chart
I need to show the percentage of monthly positive surveys in a gauge chart like this:
But I can't seem to show the percentage as it only asks me for Record Count or Sum of score
My report is like ...
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181
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How to create a calculated field that counts number of unique jobs in SFMC Intelligence (Datorama) Analytics
Within Intelligence (Datorama) analytics in SFMC, there is a way create calculated fields.
Default fields support total email sends but there is no field / dimension for total emails (i.e. Job ID). I ...
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26
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Blocked on leads report
I’m having some trouble completing my client’s request. I was asked to create a report on leads grouped by the name of user who created the leads, with 3 columns:
record count of all leads
record ...
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1
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203
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How is the Forecast Amount calculated in Salesforce?
This is related to another question of mine: Adding new custom column to Forecast Type in Forecasts
And basically I have the ad-hoc notion that the Forecast amount already covers the requirement, it ...
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18
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Need Help Generating a Report That Can Be Sorted by Last Activity Not Including List Email
I am trying to generate a report that will generate a list of contacts sorted by last activity other than list email.
I can generate a report showing the latest activity not including list emails. ...
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27
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Not seeing the object I want for the c level of a new custom report type
I cannot figure this out for the life of me. We have pretty much all custom objects (most are via a managed package from the exchange app ADvendio). I'm looking to simplify the way we process ...
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30
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Custom Salesforce report for revenue splits
I would like to set up a new custom report in Salesforce (Lightning), that shows the sales revenue for each sales representative in the second half of 2023.
The basics are pretty straight forward and ...
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1
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31
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Will my report on Social Studio be affected if I deactivate its owner?
User (A) has created a Post Report on Social Studio that is sent weekly to user (B). I want to deactivate user (A), but I want to know if that will affect the report? Will it still remain active and ...
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35
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Report considering changes in picklist value
we are a non-profit helping immigrants. We have a custom picklist field showing at which stage our customers are (let's say before the immigration and after the immigration). We need a report that ...
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116
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Different Record Count in two exactly reports but created on different dates
I have two reports created from the same Standard Report Type, using the same filters, one created in 2016 by a user who is no longer active, and another created today with my user, and I get two ...
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219
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How to report on the status of email messages related to a specific record?
I'd like to create a report that presents information such as the EmailMessage.LastOpenedDate and the EmailMessage.Status for emails sent that are related to a specific custom record. When I look in &...
- 135k
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67
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Formula that calculates the percentage of a column in a report
I have a Salesforce report that is grouped by a field called Forecast Category, it is a picklist field, it also has a Quota amount which is a currency field. The requirement is to have a new column in ...
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44
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Filtering a report without summary formula changing
I have a report with two groups, and a summary level field that is a calculation based on those groups
summary calculation - PARENTGROUPVAL('Sum of a field', GRAND_SUMMARY)/ RowCount
I want to show ...
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1
answer
103
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Report subscription error code 612794256-627738 (-836958080)
I have received this error code 612794256-627738 (-836958080) in some reports subscriptions email.
I have searched this error code in salesforce documentation and I haven't found anything.
Does anyone ...
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22
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Tag Categories Report
I am trying to make more Fields available in the Tag Categories report. I would like to pull in fields from the related Client record. Right now, under the 'Topics' object, I am able to select the ...
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506
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Blanks filter doesn't works
I created a Salesforce report and want a field to be filtered to only show the ones containing certain text.
I used a filter with contains: MXN APT SET
It shows those (about 800 results) but also the ...
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67
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Rolling Average Report for Closed Deals By User in Salesforce
I am trying to create a Rolling Average Report in Salesforce to show the Rolling Average of Deals Closed by each User.
Example Of Rolling Average :
USER 1
JAN - Average of Jan Closed Deals
FEB - ...
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