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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9 views

Salesforce Lightning - Summary level formula to compute rate of installed voicemails out of eligible voicemails

I have just started learning how to write row-level formulas on Salesforce Lightning. I am attempting to create a summary formula column while only being eligible to use at most 1 row-level formula in ...
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29 views

How to calculate average value for summary report?

I am building a report on user's login rate which should calculate how much times a user logged in per working days in a month, applied formula "User Login Rate" to get a login rate value ...
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Reference Unrelated Report on Dashboard

I am trying to create a report that is dependent on the Case object, as well as the Einstein Bot Reports from AppExchange. Is it possible to reference a total from a report built on the case object? ...
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how to report on cases size in salesforce [closed]

I need to be able to report on all cases size on monthly basis in Salesforce. I do not know how I can get the size of each case. I tried to make a joint report by joining 2 file types - Cases , File ...
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3answers
29 views

Want to differentiate between two Date/Time fields without involvement of second

I have one scenario where I have to display cases in report whose lastmodifieddate is greater than closeddate So everything is working fine but there is one issue I have a case and I closed it. In my ...
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Why can't I create a custom report type having a logic "Entitlements With at least one case" or "Entitlements with or without cases"? [closed]

I can not make a custom report type linking Entitlements with cases. What is the logic behind it? -) It does let me choose Entitlement as a primary object for a custom report type. Also if I choose ...
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1answer
16 views

Report with a Date Range?

Is it possible to create an opportunity report that reviews opportunities by a date range field (like January-February) instead of a singular date field (like "Created Date")?
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1answer
31 views

Standard Filters for Report

I've been doing some work on gathering info from a report using its metadata in apex. In this picture is basically what I want to extract: Currently, I am confused as to why my method for getting the ...
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17 views

How to best track opportunities by their products' "active" dates for a report?

Simply stated, my goal is to write an accrual report that lists all closed/won opportunities by each month (with each month including in an opportunity only if any of its products are active during ...
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9 views

Calculate % by specific value grouping in matrix report

I'm currently trying to get the conversion % for every lead status based on converted leads. But some situations converted leads will be multiple records because multiple leads will be converted to a ...
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22 views

Create Net Promoter Score formula in report

Hi everyone and happy holidays! I'm trying to create a NPS (Net Promoter Score) formula in a report. This should show the NPS score (on a "Survey Response" custom object) grouped by Country. ...
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17 views

Super message count [duplicate]

Is there a way to see how many super messages are used on SFMC (including emails, cloud page impressions and anything else)? note: The last question on this topic I could find is from 2016. I hope ...
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creating a report with the number of records for each value in each field

I'm new to Salesforce so please be patient. (I do know SQL if that helps.) I'm trying to create a report that will, for a bounded period of time, tell me how many records exist for each value in a ...
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1answer
11 views

Duplicates account not displayed in the report

Hello, I disabled the standard account duplicate rule because it shows accounts which has no duplicate records. I created a new matching rule based on the exact account name and I created a duplicate ...
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15 views

Unable to create report on AuthSession Object

We have requirement to identify list of users logged in to Salesforce currently(In other words, who have active session). We understand AuthSession Object has details of active session users but we ...
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1answer
29 views

Need help with a summary level formula

first time posting here and looking for some help. I am currently doing a chargeback report in which I need to show a total current share. I use a series of summary formulas to create the needed ...
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9 views

SF Report- Create buckets based on the prefix of a value in a column

Is there a way to create buckets of values from a column based off of their prefixes? ex. I have Jira tickets in my report column = Jira Ticket # Jira Ticket# NH-12838 DBGTS-12332 DBPS-23233 IDT-...
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1answer
35 views

How to find the location/folder of a report programmatically

Been spending a long time trying to get all the info about a report programmatically using apex. One place I'm stuck at is how to get the folder name where the report is located in, and also its ...
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17 views

current FY Option missing in standard Salesforce reports

When I'm going to create a new report in Date Range dropdown there is value is missing. Current FY value is missing in Standard Report Kindly provide any inputs to fix this issue. Thanks, Chanbasha
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1answer
23 views

Are reports and Dashboard packagable

I have reports and dashboards for communities, which I am intending to package. are they package?
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1answer
24 views

Tracking sends event from within app exchange > query studio

I'm trying to access send data from within a sql ui. We have 'QueryStudio' under app exchange which let's me query data extension tables. E.g. select AccountId from Contact_Salesforce Our data ...
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1answer
24 views

Can a created report automatically assign a subscription based on a specific filter within the report?

Can a created report automatically assign a subscription based on a specific filter within the report? For example, a report based on a ticketing system with case owners of the ticket(s) (which would ...
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1answer
41 views

Field not populating within Report

Hope you're well. I'm currently building out a report, but despite my best efforts so far, I can't get some information to populate within the report. It does not appear to me that salesforce is ...
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1answer
30 views

how to find out in SFMC all subscribers comprises of which country - like list demographic report?

I am looking to to find out how many contacts in all subscribers are from europe country (for GDPR). is there any report that shows me list demographics (countries)? if no out of the box report then ...
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21 views

User unable to see object in a custom report type

I have a custom report type with Users as the primary object, Opportunities (created by) as a secondary and Accounts as the last object. One of my users when creating (or viewing) a report using that ...
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1answer
26 views

Count of Reports With Dashboards

How can the Count of 'Reports With Dashboard' be greater than the 'Total Count of Reports'? Am I misinterpreting the data? When I ran the following query in Workbench I got the count as 132435 SELECT ...
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1answer
27 views

In report how to pull additional fields from master-detail relationship

I have an object Y with field X which is a lookup field of the same object(Y). I want to create a report that pulls many fields from my object (Y)(including field X and master-detail relational fields)...
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1answer
33 views

Can we get device tracking data in salesforce marketing cloud even though the email is not engaged in

Basically, I want to extract Device/OS/EmailClient level information on Email Deliveries. I am aware that, We can fetch this information using data extract activity and other reporting options AFTER ...
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23 views

Use DATEVALUE in formula on REFERENCED date/time field

I have the following formula on the case object: TODAY () - DATEVALUE(Object2__r.LastModifiedDate) But after I insert this field on the report nothing shows (I want show the day difference between ...
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26 views

Win Rate by Group Report

I have made a summary report like the following (all of this is sample data): The 'Win Rate' formula on the far right column is displaying the data close to what I want, which is the win rate of ...
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31 views

How to join all leads and opportunities?

Let me preface by stating that I don't have admin rights in our company SF, but our development team is completely swamped with other tasks so I was hoping someone on here could help me out. What I'm ...
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1answer
13 views

Report Filter: Parent Case Number behaving oddly

This seems like it should be simple but I'm stuck - I don't know Salesforce very well so hoping someone here can help. I have a set of parent cases, and each of those has a number of child cases. ...
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1answer
24 views

Need to do a Report on ALL Campaigns with the Unique ID of Campaign Member status (& filter) in Salesforce CLASSIC

Part of the org app has yet to transition to Lightning, so this question relates to Classic and Reports. I need to get a Unique Count of  PICKLIST FIELD linked to a Parent Object  I can't use UNIQUE ...
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1answer
51 views

How to retrieve the list of users who subscribed to a report

I tried a soql which should return the list of user ids who subscribed to a particular report. Below is my soql, but it returns no results. select id, subscriberid from entitysubscription where ...
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8 views

Can I build an email alert to Community Member object?

On the report builder, I have the object: CommunityMember I want to create an email alert, and sent to every record from the report. However, when creating the email alert, I do not have the ...
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16 views

Rendered subject not appearing in sent event on python fuelsdk

I'm looking to pull the rendered subject from a sent event object as it's listed in the SFMC API docs https://developer.salesforce.com/docs/atlas.en-us.noversion.mc-apis.meta/mc-apis/sentevent.htm. ...
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38 views

Reporting - Cases with Milestones

My team and I were about to create some custom reports. There is a business need to associate "Cases with Milestones" report with: Activities (Tasks), that are related with Case record ...
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90 views

Why does my Salesforce instance only allow number, currency, or percent as the output type from a row level formula?

Building on this answer in a report, I'm testing out row level formulas applied to strings, columns, etc. When I try to simple row level formula of ISNUMBER('text'), I get this error: Error: Invalid ...
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1answer
13 views

Report with Formula that does not evaluate if there is a Null value

I am trying to calculate if a support case breached the SLA time. However, I don't want to calculate the breach time if there is a null value in one of the fields. I have tried the below but get an ...
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1answer
38 views

Nested IF/AND Statement with picklist value field. Error: Picklist fields are only supported in certain functions

I am trying to create an nested IF AND conditional statement to look at case severity and time (hrs) it took to reach a certain case status. I have tried the below but keep getting the error "...
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22 views

Is it possible to get report results in a flow?

I want to run a report, and use some of the output in a flow. How can I trigger a report within a flow? How can I get the report output inside the flow?
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36 views

group by multi select picklist in report

Premise: We have a structure of as a custom Object, say employee, which is a child of Account. This Employee object has a multi select picklist which contains Year (2000-2050), lets say tenure. ...
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1answer
28 views

Salesforce Role hierarchy

Person A and Person B are under same profile(eg: Both are Sales Persons). Can Person A reports to Person C and Person B reports to Person D using role hierarchy?
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14 views

Getting Average Attendance per Day using PARENTGROUPVAL or PREVGROUPVAL

We run multiple program sessions a day and program participants attend multiple sessions in a day. I'm trying to find a way to set up a report that will give me average daily attendance, without ...
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1answer
28 views

Can Reports be Edited through an API?

This may be an 'XY Problem' question but is there a way to edit reports through an API? The scenario is as follows: Our managed package has several reports with filters using custom values on the ...
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38 views

error when encoding row-level formula syntax error while declaring variable

I am very new to Salesforce Report and apology in advance if question sounds stupid. I got two date related columns: one is date only and other is DateTime. I tried to calculate the difference of two ...
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28 views

How can I remove or replace literal SF IDs generated in report metadata?

I've created a new report based on a custom report type that includes a related field via lookup. The report works great, but the report metadata contains a literal SF ID which makes deployments fail ...
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26 views

list of notifications sent to a profile

I would like a list of all the notifications the Sales Team receives. This would include things like weekly reports emails/notifications, and so on. I checked within "Salesforce Notifications&...
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24 views

Add Custom Button/Action on Reports Lightning Record Page

Is there a possibility to add somehow a custom action/button in the reports Lightning Record Page? For example, to add a custom button near the "New Report" Button shown below.
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33 views

PendingServiceRouting records reporting and queries

Looking for a way to report on our Skills Backlog so we can see most needed skill (for example: Skill X is on 20 unassigned work items in the backlog). Can report on PendingServiceRouting, but can ...

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