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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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42
votes
4answers
20k views

Scheduled reports as attachment

Is there any workaround to send out scheduled reports as Excel attachment than actually embedding it within an email? Salesforce scheduled reports embeds the report in email making further drill down ...
54
votes
6answers
28k views

Can report data be accessed programatically?

Is there any way to access existing reports and their data to be used in apex? Sure, I could write the SOQL manually but if I want it to mirror a specific report I would have to make code changes ...
5
votes
1answer
7k views

To achieve Grand total for the retrieved column in a datatable generated using Soql

I have created a VF tab in which i have retrieved the data with a SOQL statement and displayed the same with VF page using a datatable to make it as a customized report. I can't find a proper solution ...
12
votes
1answer
3k views

Schedule and Run a Report as an specific User from Apex

Background What we are trying to accomplish is to run daily some specific reports as an specific user. So far From a lightning component we are allowing the user to select a reports list. Once the ...
8
votes
2answers
9k views

reports embedded in visualforce not showing

I have a few reports embedded in visualforce page using iFrame. Due to this new release of Spring '14, iFrame has stopped working and now these visualforce pages show blank screens. Can anyone help me ...
12
votes
2answers
3k views

Populating filter criteria and custom filter logic on Reports through URL

I have a custom report saved with no filter criteria. When calling it, I populate the criteria through the URL, so that the final URL looks something like: https://na7.salesforce.com/00OA000000xxxZG?...
10
votes
1answer
5k views

Visualforce embedded report - isdtp parameter options

It's possible to embed a report in a Visualforce page with an iframe: <apex:iframe src="/00OR0000000kA48?isdtp=nv" scrolling="true" height="1588px" width="100%"/> I've found a few different ...
2
votes
1answer
385 views

List of names of standard fields as seen in report/layout metadata

If you look at the metadata for a related list in a page layout, you might see something like this: <relatedLists> <fields>Nopulous_Gateway__c</fields> <fields>...
4
votes
2answers
5k views

Case Report grouped by Hour of Day

I need to create a report that shows the Case high traffic trends for each hour of the day for the current year. Basically, the customer wants to see a report for the current year of cases opened, ...
12
votes
2answers
3k views

How to Report a Salesforce Issue

While creating report in Salesforce, we can add the date filter to filter the records. This is allowing from date as today and to date as past date. The Salesforce should throw validation error in ...
2
votes
2answers
2k views

Filter Column on Analytic:reportchart not a valid filterable column

I have created a vf page with a standard controller equal to the Account Object. In the report that I am trying to bring in on the vf page it has the Invoice_History__c object and the Account object ...
0
votes
1answer
825 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 ...
6
votes
1answer
1k views

Client Id blank in “API Calls Made Within Last 7 Days”-Report

we have created a connected app, when running the "API Calls Made Within Last 7 Days" - Report, the report doesn't show the name of our app in the column client id (see picture). What do we need to ...
4
votes
1answer
1k views

Can we create report folders through Apex

I like to create a report folder via Apex trigger/class is it possible. Thanks in advance
2
votes
2answers
1k views

Refresh dashboard with action or URL

Is there a way I can initiate a dashboard refresh from a VF page remotely? Is there an action or a URL I can use to refresh a specified dashboard? I want to recreate the refresh dashboard button on ...
1
vote
1answer
2k views

How to track the age of a case spent in different status value?

I've to create a report on the case object. I've to display how much time a case has spent in a particular status. I've around 6 status values such as Initiated, Waiting for Approval, On Hold, Closed ...
1
vote
2answers
4k views

I can't seem to open an .xls format file from Salesforce printable view in Mac Numbers

Is there a way to view the "printable view" (.xls) in Mac Numbers (version 2.3+) rather than Excel? I am using OS X (Maverick), Numbers (V3.0) and both Safari and Firefox. When I save a Salesforce ...
0
votes
1answer
355 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
1answer
667 views

How to track salesforce report exports

I would like to be able to track exports of reports including the filters of the reports. Do you know of any way that this is possible outside of manual recording?
6
votes
1answer
3k views

Query for Emails sent in the past month, unsubscribes opens, clicks for each

Ok this seems like it should be a fairly simple query, but I'm not getting anywhere. What makes it worse is that all the data is stored in several tables. I basically need to recreate the monthly ...
1
vote
1answer
664 views

How to get my data into javascript chart by parsing report data?

I have manged to collect all required data but not able to parse it into the list so that i can pass my data into a chart. for now i have added debug data in to chart as static to relate this chart ...
11
votes
3answers
20k views

How to insert reports/dashboards inside a lightning component?

I'm facing issues in inserting reports inside the lightning component. As in VF pages we have analytics report tag or iframe..but in lightning i'm not able to find a solution. If any body has done it.....
3
votes
1answer
2k views

Custom Report Type Broken

I deployed a change set that included two custom report types for accounts with opportunities. These two custom report types sat next to an existing custom report type. Ever since this deployment ...
2
votes
2answers
10k views

How to cross-filter joined reports?

As of Summer '12, joined reports do not support cross filters and I'm wondering if there is a way to work around it. Example: I have a custom objects for Events, Events Attended, and Work History. ...
2
votes
2answers
2k views

Is it possible to suppress link tracking on a single link

We've instituted a custom unsubscribe solution for our email marketing. Since this link is an outbound link, SFMC treats clicks on this link in the same way as all other link clicks. Is there a way ...
1
vote
2answers
2k views

Is there a way to track email client within Marketing Cloud?

I want to find out if it's worth my time to design our emails to work in Outlook YYYY but I don't know how many users are using various email clients. Is there a way to find this out in Marketing ...
1
vote
1answer
5k views

Is there a way to export a report using Analytics API?

There are topics that sound the same, but there's no answer there, really. I'm trying to export report results into a csv file programmatically from a C# app. Using Analitics API I'm able to get ...
0
votes
3answers
11k views

ExactTarget - get a report of all emails sent to individual subscriber?

is there a way to get all of the emails that were sent to individual subscriber (all or for the period of time) with dates of email being sent, and the name of email?
13
votes
2answers
813 views

What is the logic for the automatic creation and update of “standard” report types for custom objects?

Question What is the detailed logic for when a "standard" report type is created/updated for custom objects or custom relationships? Background When custom objects and custom master detail ...
9
votes
3answers
12k views

How to mass delete old reports? Options

I want to mass delete old reports that haven't been run in over a year. I am not a developer and do not want to learn IDE Eclipse. Is there another way using the DataLoader?
8
votes
3answers
11k views

Access reports though api

I'm looking for examples of how to query the salesforce rest api, to get the values from these reports. Reading this site, gives an example, but not much explanation. curl https://na1.salesforce....
5
votes
1answer
391 views

Reports and Analytic for big data

I'm looking for an advise on how to handle large number of records in reports. In my use case I might have million of records a month which I'll keep a 3 month history of. These records are for user ...
3
votes
2answers
4k views

Is there a way to report on attachments?

I've got a custom object that might have one or more attachments. I'm looking for a way to report on how many attachments there are on each record. I've done some research, and it looks like there's ...
3
votes
1answer
687 views

MobileConnect reporting for Journey Builder sends broken after the June release

The challenge How to get campaign names (and possibly SMS names) to be displayed in the SMS Message Detail Report for SMS messages created in Content Builder sent out of Journey Builder? The Impact ...
0
votes
1answer
428 views

How to track Dynamic Content Block?

Is there a new way (or better way) to retrieve the tracking of the Dynamic Content blocks from an Email without using impression tracking? I saw there are few posts about this topic but from many ...
11
votes
2answers
898 views

What is the URL parameter for populating Cross object filters on reports?

I'm familiar with the standard report URL parameters (pv0, pc0, etc.) as discussed in this question but they don't appear to work for cross object filters. I am reporting on Accounts and trying to ...
7
votes
2answers
6k views

How to dynamically change the currency used in a report summary?

I am running some reports (tabular in this case, but can be any). The grand total field is calculated, according to the "Show Currency Using.." on the report builder. As we have partners/users ...
6
votes
1answer
2k views

URL hacking a report to pass a Date Literal filter value vs an actual date

Though not well documented by Salesforce, it's a well known fact that record pages and saved reports can be dynamically altered by passing URL parameters. For example, with a tabular report whose ...
6
votes
2answers
3k views

How can I get a report to return more than 2,000 rows using the “ReportResults” class in the “Reports” namespace?

Using cues from the sample here: Sample in Salesforce Documentation and the tutorial here: Blog by Modelit with great sample I wrote some code to go through a report in which the first column is ...
5
votes
3answers
24k views

How to eliminate duplicate records in a report?

I am using Person Accounts and have 2 custom objects: Ownership and Property. The Ownership is a junction object and has 2 lookups: Account and Property. I'd like to run a report with a filter, that ...
4
votes
1answer
574 views

Subscribe users to reports run as themselves using API or Apex

I am searching for a way to automate a time-consuming task for an administrator on my team: subscribing numerous users to reports ("Schedule Future Runs", Salesforce Classic). The need to for each ...
4
votes
1answer
3k views

Counting parent records in parent-child report

Example: Accounts with Opportunities report How do you add a count of the Accounts listed to such a report?? I have tried to no avail to find a solution for this WITHOUT exporting to Excel (or ...
4
votes
2answers
1k views

How do you know the label of a column in the report?

I use getReportMetadata() and after I use getDetailColumns(), but this is list of API Name of columns in the report. I want discover name this columns. Can you help me ?
3
votes
2answers
1k views

With/Without Report Matrix - excluding nulls

I have a custom report type, it is a with/without report to do a vaguely exclusion scenario. We have: Account Custom Object - involves a date and a numerical count Made a matrix on a with/without ...
3
votes
1answer
1k views

Salesforce REST API Call

I'm just testing the REST Reports & Dashboards API using Workbench and I tried a quick test to download the results in a Formatted Excel format. I used the source code provided in the sample PDF (...
3
votes
1answer
14k views

How do get the count of distinct or unique parent records in reports?

I am building a report on 2 objects with a parent child (MD) relationship. How can i get the count of unique parents when i get the report filtered by some child objects field criteria. There might ...
3
votes
1answer
1k views

Find Reports On A Specific Object?

I am trying to hunt down Reports on a specific object and having trouble finding this information anywhere. The Report object does not seem to have any fields that indicate the Report Type, nor any ...
2
votes
2answers
2k views

Can Activity Type standard field be added to custom report type?

Can Activity Type standard field be added to custom report type? I am not able to see this as a field in the layout editor.
2
votes
1answer
1k views

Help with a report and/or Data Loader Export/Query

I am currently use the Salesforce for Wealth Management managed package (unfortunately), and I am struggling to export or report on some of the data. The model is set up like this: 'Relationship ...
2
votes
1answer
713 views

How to query or report on Duplicates Match

I am using Duplicate Management; Matching Rules; Duplicate Rules from Salesforce, standard out of the box. This helps a lot to stop the bleeding and limit the manual duplicate generation. I notice ...