We’re rewarding the question askers & reputations are being recalculated! Read more.

Questions tagged [reporting]

General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.

Filter by
Sorted by
Tagged with
0
votes
0answers
8 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
vote
1answer
25 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 ...
0
votes
0answers
15 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 ...
-3
votes
0answers
23 views

SFMC visual automated report

I'm wondering if it is possible to create and schedule Journey Reports that will deliver: A: Visual feedback of the journey, similar with the map we see when we click on the journey name to see the ...
0
votes
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 ...
0
votes
1answer
31 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
vote
1answer
41 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 ...
0
votes
0answers
22 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 ...
0
votes
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?
0
votes
0answers
14 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
votes
1answer
25 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 ...
0
votes
0answers
5 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.
0
votes
0answers
8 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%...
0
votes
0answers
8 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 ...
0
votes
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 ...
0
votes
0answers
7 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
25 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 ...
0
votes
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
23 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
votes
1answer
28 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 ...
0
votes
0answers
21 views

How can I embed a salesforce report(not a chart) in a lightning page?

I want to show a salesforce report on a lightning page. I have tried to embed a report in a lightning component by using iframe tag but it automatically opens another page. Is there any way to show ...
0
votes
0answers
10 views

Unable to Subscribe to Report for one of my Users

I created a report for my Management level users, and they wanted me to add another user. I had no problems adding the management users, but when I went to add the ancillary user, I got this error. I'...
0
votes
2answers
18 views

Creating a Last Activity Date Formula Field

I'm looking to use Last Activity Date for a report that I am creating for my Sales team, but it does not appear to populate correctly. At least not according to what I've read in the literature posted ...
0
votes
0answers
10 views

Can I add a column to list contact affiliations in a report?

Using the Nonprofit Success Pack I'm working on a "Contacts with Relationships and Related Contact" Report. Because the Primary Affiliation acts like a field on the contact I'm able to easily add it ...
0
votes
0answers
13 views

A report with a Custom Report Type has a field not properly displaying

I am trying to create a report that utilizes a custom Report Type. I need this report to have fields and get filtered across three objects, Contact - A, Inquiries - B (With or Without A), and Offers - ...
0
votes
1answer
27 views

The user license doesn't allow the permission: Manage Custom Report Types

I want users to create custom Report Type and Reports for which I have given Manage Custom Report Types permission along with other Permissions in a permission set. When I am trying to assign it to a ...
0
votes
1answer
32 views

Creating test class for apex (reports namespace) used in Flow action

I have a Flow which calls an apex class (via action). The purpose of the action is to grab a list of Lead Id's from a specific report. The reportID is passed to the class from the flow. Then, the ...
0
votes
0answers
11 views

Duplicate Report

Created duplicate report with a new report type (Account > Duplicate Record Sets) Going into some individual records and "Find Duplicates" there are no duplicate records all because they were already ...
2
votes
1answer
42 views

Apex Class to Create a set of record ID's from a Salesforce Report

I have a report that lists opportunities. The report is currently grouped by row on OpportunityId field (though, a simple tabular report without any grouping would work for our purposes, too, if that ...
0
votes
1answer
20 views

Report Filters filtering only by created date

I want to Create some reports on Account object and i see as filter Created Date as well as to choose to filter between other date fields (find screenshot). I cannot lock this field or exclude it from ...
0
votes
1answer
57 views

Creating a custom report to measure how many replies were sent using RMM

I am trying to figure out how to create a (custom)report where I would be able to track how many subscribers and who (if possible) replies on the emails I have sent. Is it even possible? In tracking ...
0
votes
1answer
14 views

Profile with “Subscribe to Dashboards” checkbox still dont have the schedule option

I need to give a specific user to schedule a dashboard and have given the the access through profile system permissions but the targeted user still dont have the option. Is there any other way to do ...
0
votes
1answer
33 views

How to compute the average of a sum?

My report type is "As with Bs" where A and B are custom objects and B has a numeric field. In the report, I grouped the numeric field for A. I want to display the sum of this field for each A and in ...
0
votes
2answers
19 views

Report: Leads with same name and company

What SOSQL query can list Lead Names where the Name and Company have a duplicate. (to de-dupe Leads for the same person in the same company). This query won't execute as Count doesn't seem to support ...
0
votes
0answers
17 views

Report: Opportunity Product with related Contacts?

I need a report that contains the Opportunity Amount, Opportunity Product and a Lookup-Relationship from the opportunity product that holds an contact object. I could not find any combination of ...
0
votes
0answers
11 views

Case History Report

My requirement is to get a dashboard component to show no of cases handover to a specific queue in my org. My Report is on Case Histroy report type. Report is showing duplicate cases as handover to ...
0
votes
0answers
7 views

How to create conditional statements with textual groupings in report summary formulas?

I have a matrix report that has several level of groupings: Rows: Sales Stage (Picklist: "Won YTD", "Pipeline") Brand (Picklist, e.g. BMW, Ford, Mercedes) Column: Close Date (Date, grouped by ...
1
vote
0answers
10 views

Case Standard Report Type

Is there a way to see how the objects are related in the 'Case' standard report type? For instance, is 'Case' the primary object, which is set to have one or more related Contacts? And is the '...
0
votes
1answer
24 views

How to count distinct companies in Leads

As Company is a text field in Leads, I cannot figure out how to count the number of distinct companies we have for all our Leads. Is there a work-around? Thanks.
0
votes
1answer
26 views

What is the object of a report on approval process?

I am trying to determine why a user cannot see a report. I understand some things I need to check are: If the user has read access to the object If field level security hides any fields in the ...
0
votes
0answers
5 views

Standard Report export - Analytics Builder

So i need to export the standard report "Push Message Summary Report" in a .csv file, but i only have these options: .csv inside a .zip, .xlsx and .pdf. The problem with the .csv inside a .zip is ...
0
votes
1answer
30 views

How can I modify the Impression Region name?

I just enabled the Impression Tracking functionality in my account. I am creating an email to test it using Dynamic Content blocks but I dont see how can I change the Impression Region Name. ...
0
votes
0answers
25 views

How can I get an Average of a Summary Formula Field?

I feel like this might be a really simple solution but I can't seem to figure it out.  I'm trying to calculate the Total and Average Number of Days between two dates. From the other posts online I've ...
0
votes
0answers
16 views

Reports on Contact without cases/quotes/orders

I have a requirement to generate a report on contacts without Cases/quotes/orders in lightning.Should I go for a joined report?
0
votes
0answers
17 views

How to report on standard AssociatedLocation junction object

How do I create a report type for AssociatedLocation junction object which is related to an account. It is a standard object. How do I report on it?
0
votes
1answer
19 views

See dashboard as non logged user in community

Is it possible, as a non logged user, to see report and dashboard in community when it is open to non logged user? And for analytic dashboards?
0
votes
0answers
13 views

Opportunity Historical Trending Dashboard Component

I know that tabular reports cannot be used in dashboards, but when I group the Opportunity Historical Trending report, the Change column is no longer available. My objective is to create a dashboard ...
0
votes
1answer
21 views

How can I set a Dashboard to just Specific Users?

I was just asked by my Director of Sales to set a Specific Dashboard for him and one other user. The dashboard is created, but I cannot find a way to set it to their home. I found a way to do so in ...
0
votes
0answers
11 views

Report over PresenceServiceRouting

I have all the routing been done by routing skills, so the omni-supervisor have many many many information. Is it possible to create a report that shows all the information present in omni-supervisor ...
0
votes
0answers
11 views

Establish Indiviual Targets in Reports

I am currently trying to establish individual targets in reports in Salesforce. However, I was not yet able to find the technical solution for this. Concretely, I would like to track the Order Intake ...