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
25 views

Count the values for one record type value and display in the report [closed]

I am very new to salesforce .Need to get the count of values of a particular record type for a report in salesforce. for example: For A record type need to count values of another B record type. ...
0
votes
0answers
21 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 ...
4
votes
4answers
12k views

Can I include notes in reports?

I want to report on the leads and other custom objects which have notes associated with it.
0
votes
1answer
604 views

Unable to map the Source report Lookup field with Target object text field in reporting snapshot

We have a source report using which we have created a reporting snapshot that will store the data to the target object using the mapping. However as per the research and finding on google I created ...
0
votes
0answers
26 views

Pardot: Dynamic Content [closed]

I have 7 Dynamic Content stored and are being used in Website content, email and other activities. I want to see where each Dynamic Content is being used, so before modifying I know the impact How I ...
0
votes
1answer
29 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 ...
0
votes
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 ...
0
votes
2answers
601 views

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment?

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment ? Individual user should get notified with all open Leads. Email attachment should only consist Leads ...
0
votes
1answer
1k views

Adding Report to Visualforce Page via Iframe

I've created a matrix report and I would like to know how to display it in my VF page using iframe. But I would like to be able to dynamically filter the report as users select different account ID ...
1
vote
1answer
1k views

How to create Report: My Accounts and My Account Team Accounts

I'm trying to create a report that shows me all Accounts where a User is the Owner, along with all Accounts where the same User is an Account Team member. Out of the box, the 'Accounts with Account ...
2
votes
1answer
484 views

Salesforce Report - Column list

I am trying to see if I can fetch all columns in Reports object. I have the before import pandas as pd from simple_salesforce import Salesforce sf_data_cursor = Salesforce(username='mail@mail.com', ...
0
votes
1answer
2k views

Creating report to pull activities

Iam trying to create report that pulls activities related to account and also activities related to contact and opportunity from that account, is this possible? i tried to create custom report type ...
0
votes
1answer
503 views

Custom "With" Report Type returning "Without" records

I discovered today with custom reports that have 'with' relationships that records 'without' related records are being returned. Custom Report Type: Accounts with Memberships When I run this report,...
0
votes
1answer
1k views

how to include Related To field in Activity report?

Hi i would like to create a 'Activity with Account' report and i cant seem to find the column 'Name' & 'Related To'. How can i report on these 2 fields? Thanks.
5
votes
1answer
485 views

Different result between a Salesforce Report and equivalent SOQL query

There is a report on Leads in my Salesforce instance which has a few filter criteria. The report is giving me 1716 lead records. Now I want to replicate the same logic in an SOQL and then fetch the ...
2
votes
1answer
4k views

Insufficient Permissions to access a report?

Currently I am trying to access a report on salesforce that all users should have access to but for some reason I am not able to. The error that occurs when opening the particular report is: ...
0
votes
1answer
489 views

Trouble finishing Challenge: Extend Reports with Dashboards and Apps (Error ID: MPPOFXLH)

Trying to complete this challenge, came accross this error: Challenge not yet complete... here's what's wrong: There was an unexpected error while verifying this challenge. Usually this is due to ...
1
vote
1answer
556 views

Report: "SUMIF" within Summary Level Formula

I am looking to create a sort of customer retention report to essentially highlight accounts that did business within us in the past 1-2 years, but haven't since. Specifically we want to identify ...
0
votes
1answer
607 views

How to put filter in report for dynamic last month?

I am trying to filter out records in my salesforce report like i just want to see last month records (Created Date). See below what i have done so far, Date filter on Created Date > CUSTOM > 02-...
-1
votes
1answer
24 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.
2
votes
1answer
489 views

Report: Account field history

1) I have created a report on the Account Field History. I have filtered on the field Status. Now I want to count the number of accounts that have gone from New to Archived. I am not sure how I can ...
0
votes
1answer
504 views

Set Old and New value in report to show owner instead of status on case reports

I am trying to create a report on case history and I have enabled history tracking on case owner but the old value and New value are displaying Case Status instead of Owner how can I update the old ...
0
votes
0answers
17 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,...
0
votes
0answers
20 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>...
0
votes
0answers
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 ...
0
votes
1answer
30 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 ...
0
votes
1answer
29 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 ...
0
votes
1answer
489 views

Custom Report Type with same fields as "Campaign with Leads" standard report

I am trying to create a custom report type that provides access to the same fields that are available when creating a new "Campaign with leads" report. I need to use a custom report type in order to ...
2
votes
1answer
92 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 ...
0
votes
0answers
36 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 ...
1
vote
1answer
1k views

Run report as another user or filter the report to show only data visible to another user

I'm looking for a way to run a custom report from Apex, but not as currently logged in user, but as some other specific user. The reason is that I need the report to have only the data that is visible ...
0
votes
1answer
733 views

how to combine two reports using salesforce report api

How can we create a single report of two unrelated objects using report api?
0
votes
1answer
859 views

How do I set the email FROM address for a scheduled report?

I have several scheduled reports and dashboards set up to be emailed to management and others. All the emails come from my email address (I am the running user as the admin - everyone may see the data ...
1
vote
1answer
870 views

How to relate portal user and its contact in Salesforce reports

I am trying to create report to relate portal user and its contact who have campaign history.I'm able to relate contact and portal user but i couldn't get campaign history result.I created a report ...
0
votes
0answers
24 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?
1
vote
0answers
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 ...
0
votes
1answer
690 views

Getting average of quarterly report in Salesforce Analytics

I have created a quarterly report in wave analytics as below. My requirement is instead of count of rows I need to display the average per quarter. For ex. If in Q1 the dates are from Jan & Feb ...
0
votes
1answer
720 views

Convert Data Extension to a List

I'm looking to convert/copy a data extension into a list so that I can use the contents in the reporting features.
0
votes
0answers
22 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 ...
2
votes
1answer
582 views

Create a Report using Salesforce SOAP or REST API

I know about Salesforce Reports and Dashboards REST API. But Report REST API allows only to change (update) an existing report by sending PATCH request with appropriate json body and clone a report ...
0
votes
1answer
33 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 ...
0
votes
1answer
37 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 ...
3
votes
1answer
605 views

Dashboard for objects of multiple types

I have a dashboard with few reports on the Lead object. I want to create a similar dashboard for cases. The custom fields that I'm using for the dashboard are common to both Lead and Case objects. ...
5
votes
3answers
12k views

How to create a Lead Stage Duration report?

Our Marketing are interested to know how long each lead was in each status, from New to Qualified. Eventually, they want to reduce the numbers to as short as possible. We have about 5 statuses they ...
0
votes
1answer
30 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 --&...
0
votes
1answer
629 views

Undefined field CloseDate in Report custom summary formula

Hi I am very new to Salesforce. I'm trying to write a custom formula, stated below. IF(FISCAL_YEAR:MAX=2015, CASE(MONTH ( CloseDate ), 1,20000, 2,21000, 3,22000, 4,23000, 5,24000, 6,25000, 7,26000, 8,...
0
votes
1answer
30 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/...
0
votes
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 ...
0
votes
0answers
24 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 ...
0
votes
0answers
35 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 (...

1
2 3 4 5
31