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
12 views

Reports - Is it possible to aggregate a single line of a report?

I have a report where revenue is listed depending on the name of the Account. e.g. Company A | 400 Company B | 600 Company C | etc There is a group company with a lot of subsidiaries that I would ...
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1answer
60 views

Not able to subscribe to Reports? Keeps giving error!

I am getting following error when trying to subscribe to reports - "We couldn't set up your subscription. Try subscribing again. If you still can't subscribe, ask your Salesforce admin for help." I ...
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1answer
14 views

Report Contact with Opportunity, show Contact only once

I am trying to make a report that shows Contacts with at least 1 Opportunity. I have accomplished this, however, I only want to see the contact listed once but also not grouped (like in photo). ...
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0answers
8 views

Report on parents which have children grouped by Picklist

I have the following setup: My_Parent__c | -- Account (Lookup to Account) -- Name (String, not unique) My_Child__c | --My_Parent__c (Master-Detail) --My_Picklist__c I want to get a report that ...
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0answers
13 views

Knowledge Custom Report type multiple results of same search term?

I have a Knowledge Searching custom report type to see what search terms users are searching. However, I am confused because I am getting multiple rows for the same search term. This is making it a ...
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0answers
19 views

How to get Related Records of Related Records in a Report

I have an account called "Main". I have a custom object called affiliations that stores information about an account's relationship with another account. I can get all of the accounts affiliated with "...
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0answers
17 views

Mass Find Obsolete Reports

We recently removed a managed package (Mailchimp) that had been in our org for a number of years. Over the years many different staff members have created reports containing the managed objects that ...
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0answers
19 views

Joined reports with master-detail relationship

I'm having problems trying to make a report of some custom objects, they're arranged like this: A (detail) <-- B (master) --> C (detail of B)(master of D) --> D (detail) Any ideas of how to get ...
2
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1answer
37 views

How to display summarised data as a text

I have a summary report on the User Presence object, it displays status duration at the summary level. the duration is in seconds and I need to display this in HH: MM: SS format. The problem I'm ...
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0answers
27 views

“Schedule Id” field missing in “Opportunities with Products and Schedules” standard report type

I am looking for Schedule Id field to use in reporting. Whilst the report type contains other fields of Schedule object available to use, Schedule Id field is not there. I know that Schedule Id field ...
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0answers
10 views

Dashboard component - unsupported report type when using row-level formula field on source report

I created a report that uses a filter based off of a row-level formula (Date) field. I am unable to add a dashboard component when selecting the source report.
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2answers
34 views

Convert text to a Date with just Month and Year fields on row-level formula on report

I am trying to convert month (picklist), year (text) to a row-level formula date field and setting the DD as "01", but values for the column are not populating. Row-level formula: DATEVALUE("...
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0answers
13 views

Report Type to Capture Email of Users who made a Case Comment

Is it possible create a report type of the comments made by a user capturing their email instead of their name? In the default "Cases" report type, there are the Case Comment Created By and Case ...
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0answers
12 views

How to Fetch Report and Dashbored using Salesforce Mobile SDK

I am developing native android mobile application using Salesforce Mobile SDK. I Fetching the All Standard Object in android Mobile application. I also get the all report name and Folder name. That ...
1
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1answer
32 views

How to export report to native Excel format (.xls) and not HTML with .xls extension in Salesforce classic

When I export tabular report to Excel in Salesforce the file has the .xls extension but the content is actually HTML, which can inflate the file size. Is is possible to export the file in Excel format,...
2
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1answer
30 views

Referencing Custom Settings in Row Level Formulas in Reports

We have a Custom Setting field that contains a value which we update on a regular cadence. With the release of Row Level Formulas on Reports we suddenly have several reports that need to reference ...
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0answers
25 views

SendSplitID values missing in SMSMessageTracking

I'm trying to find a way to get full, concatenated text messages from the data available in Marketing Cloud. This was not possible before, but since then the SMSMessageTracking has become available ...
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0answers
25 views

report using custom object with accounts and cases

There exists a custom object with two lookup fields to the account object. Its purpose is to establish an affiliation between two accounts for a period of time (effective and terminate dates). One ...
0
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1answer
17 views

Report - Text Field Less Than number

I want to create a report for an object that has a text field 'identity__c'. The text field is usually in the format of a number and I want to run a report with a filter that will return all records ...
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0answers
14 views

Why is Actual Revenue field wrong?

I've created an opportunity report using the Actual Revenue object, but the accounting department noticed that the amounts shown are consistently wrong by varying amounts. Where does that field get ...
0
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1answer
15 views

Clickable graphs to go to records, not report

Is there any way to setup a graph from a report to go to records that you click in the graph and not the report itself? I tried to follow this (in Salesforce Classic): https://help.salesforce.com/...
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0answers
9 views

How to Generate a report with Role Hierarchy for custom object?

We have role hierarchy filter in Opportunity object. The same way i need to filter records based on role hierarchy for custom object. report type is standard. Can you anyone suggest me any idea how to ...
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1answer
23 views

Report for users with and without Activities shows Record Count (1) for users without Activities

I created a report that shows Users with Activities from this week. It groups records by Full Name and for Users with Activities, it shows a correct number of records. For Users without Activities, it ...
1
vote
1answer
18 views

No result from EventLogFile for Event Type = ReportExport

I am sure that we are exporting reports but there are no result when I use this query: SELECT Id,EventType,LogDate,LogFileLength,LogFile FROM EventLogFile WHERE EventType ='ReportExport' I also ...
1
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1answer
17 views

Run report from Apex

My users want more control scheduling reports. The scheduler only offers a limited set of times and frequencies. I know how to schedule apex scripts using System.schedule and a cron string. Is ...
1
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0answers
9 views

Creating new “relative date ranges” for payroll periods

My company splits each month into two payroll periods: the 1st-15th and the 16th through the end of the month (could be 28,29,30, or 31 depending on the month). For reports and dashboards I'd like to ...
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0answers
8 views

Display Count of groups in the report

I have the following schema: Object1 | | Object2 Account | Picklist I want to have a report that would give me Account | Count of Object1 by Picklist on Object2 E.g. i ...
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0answers
20 views

Reports - Calculation

I have a custom flow where tasks are being assigned to every user of a public group, since i cannot assign a task via Apex to a group directly. On Activity object i have a custom field that for every ...
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2answers
32 views

Is there any way to pull sent email data based on template keywords within Marketing Cloud?

Has anyone found a way in which to extract email send data from Marketing Cloud and sort prior to extracting based on keywords in the title of the email template sent? My organization has built out a ...
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0answers
15 views

Permissions needed to enable all reports except All Subscribers

I'm trying to allow my Marketing Cloud users to be able to create their own reports. However, I don't want to be able to give them access to access/download reports that have subscriber data/PHI i.e. ...
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1answer
35 views

Custom Report Needed. Click detail at Subscriber level

I need to a create a report that shows me by date at Subscriber level what links have been clicked in emails. I can see that it's possible to produce reports to show click activity, but this isn't at ...
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0answers
16 views

Way to insert comments on reports

Is there any way when extracting a report to put write some comments? I have a custom report and i want before extracting it to write some comments.
1
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1answer
37 views

Marketing Cloud email sent < 24 hours not showing up in Discovery report

I'm having an issue where I send and email and then several hours later I'll try to create a discovery report to show other stakeholder the clicks, bounces, etc. However, the send does not appear in ...
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0answers
16 views

Time between Tasks

I am looking to find the average number of days between touches for opportunities. Right now the way I do this is by exporting the data in Google Sheets and subtracting the previous grouped the ...
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0answers
11 views

how can I Schedule reports for community Sales managers?

I have a 100 Users Community with two roles.. Role A --> Sale Manager Role B --> Promotors Every Sales Manager (9 in total for now) has n promotors from 3 to 9. Every friday I have to send 3 ...
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1answer
40 views

Can we capture click activity of links in landing pages and generate reports based on the click activities of these links?

Can we capture click activity of links in landing pages that are used in emails ? Is there a way to generate reports based on the click activities of these links ? I can see Reports for landing pages ...
1
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1answer
46 views

Report number of subscribers in Data Extension

Hope you can help. I have my subscribers with an active consent transfered into a Data Extension in Marketing Cloud daily, and I would like to have the number of subscribers in that Data Extension ...
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0answers
74 views

Failed to load resource: the server responded with a status of 404 (Not Found) - Unable to work on any reports

It was all working fine in my Trailhead playground but suddenly Im getting below error while working on Reports. Neither able to create any Report using New Report under Reports Tab nor edit any ...
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0answers
24 views

Social Follow link-clicks showing up doubled

I'm running some tests on an email in Marketing Cloud. If I click the FB social follow link, it reports that I've clicked it twice. Any help on this please?
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0answers
17 views

Report Charts as lightning component [duplicate]

I am trying to embed a report chart into lightning web builder. When I create a record page and assign a report chart, it automatically populates me with a report chart from a report without giving me ...
0
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1answer
27 views

Whats the main difference between a report chart and a dashboard?

What would be the main difference between a report chart and a Dashboard? Report chart displays visual metrics too similar to dashboards, so I am trying to understand more about the two. Thanks ...
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0answers
6 views

Custom report type for trend reports

Is there a way to generate a custom report type for trended reports? My org has several trend reports, such as Opportunity Trends, available, but I am not able to join them with other related objects.
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0answers
19 views

Lightning Report Builder Conditional Formatting: Null Values

I am trying to add Conditional Formatting to a formula field. The formula field calculates a ratio between Field A and Field B. The main conditional formatting setup I have is 0% = RED, Less than 100%...
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0answers
28 views

Multi-Select Picklist Value Count Report Chart

Is it possible to report on Multi-Select Picklist Values to grab the Count in order to see how many times each value is used? Creating a chart like the one below is the end goal. I've created formula ...
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0answers
7 views

Create a Clickable Link in a Report to a Community Post?

I've asked this question elsewhere and have been told twice that it's not possible, but I was hoping someone here could be more innovative with an answer or a good workaround. My problem is this: I ...
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0answers
8 views

Why do I get a SUM column on a report with a bucket column?

I created a report to group contacts by age using a bucket column. I included the first/last name, included the age field, and created a bucket on age. Everything shows correctly. So far so good. I ...
1
vote
1answer
27 views

Is there a way I can have internal emails from Salesforce sent via a different domain name?

I am having quite a major issue in convincing the IT dept to accept that emails from Salesforce, sent from users of Salesforce with their email addresses, are not phishing attempts. I have sent them ...
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0answers
14 views

Can't report on new field on custom object

I recently created a new object type and added a formula field for the Case Safe ID. But when I try to report on that object, the new field doesn't show up in the options for report columns. Why is ...
1
vote
1answer
25 views

Master-Detail Relationship causing problems with creating Related Records

We have a custom object to log our Activities with Customers. Until very recently, it had a lookup to that account. To better serve our reporting needs, I changed that lookup to a master-detail. Now, ...
0
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1answer
85 views

Lightning Usage/Adoption Reports and Metrics (e.g. most viewed pages, switches to Classic, etc.)

Salesforce's native "Lightning Usage App" app (Summer '18) includes several reports with metrics around page views, load times, mobile activity, etc. I find the "Most Viewed Pages" usage report below ...