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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14 views

Row level Formula: Field reference via Lookup

Is there any chance to use a row level Formula column on reports which copies a value that is stored on another object? Both objects are related via lookup.
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Formula Field that fetches information via a Lookup

Goal: I want to create a report that displays all activities from the marketing department. The activities are stored on the custom object called "Activity". Unfortunately, on the object ...
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5 views

Reading Dashboard with the metadata API not working

I'm trying to read all of the dashboards in a particular folder with the Metadata API. I'm using jsforce connection.metadata.readSync. The dashboards all appear similar in the UI, and most of them ...
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11 views

Issues with creating relationships with campaign member

I have a requirement to create a relationship between campaign members and another custom object, the idea is to be able to create report types and reports to access both objects data, but it seems ...
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Out of the box reporting on chatter posts added to org on a given day

How do I report on chatter posts per day in an org? I saw the following: https://help.salesforce.com/articleView?id=000337647&type=1&mode=1 But it does not seem to be comprehensive across ...
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Dashboard URL filter not working

I am trying to use the Spring'21 salesforce feature that is to filter the dashboard with URL parameters. I am using the below 2 links as a reference: https://help.salesforce.com/articleView?id=sf....
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11 views

Managed Package Uninstall failed

I am trying to uninstall a managed package and the package uninstall failed with the reason saying a custom field cannot be deleted. When I click on the "Where this is used" button on the ...
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32 views

How to set up a custom Quota's object? (multiple quotas)

I'm looking for some folks to help me brainstorm how to set up a custom object(s) to allow managers to input quotas for sales people. I can't use the OOTB forecast/quota functionality because it only ...
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13 views

Report row level formula does not work

I have a simple row level formula on an Activity Report CASE(Subject, 'Foo','1', 'Bar','2', 'n/a' ) But, given these Task records Id Subject -- ------- ... ...
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17 views

How to identify contacts

I'm trying to set up some reporting in service cloud which shows the volumes of contacts/responses sent by the agents. A little bit about how the workflow is set up internally: cases come in and are ...
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12 views

Problem with HYPERLINKs that contain a space, combined with export of report to Excel

I have a text formula that uses the HYPERLINK function to create a clickable link. Exporting this via a report to an Excel file seemed to work for most data, but not all. In the Salesforce report ...
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Find the ‘total sent’ for each JOB IDs in last 1 month along with ‘list name’ it was sent to [closed]

Currently by using this query, I get the number of total_sends for a particular JOB id. But I want to modify the Query so that it shows total_sends , ListName , Date for that each job ID within a ...
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How do I generate a report of where multiple specific fields are being used in an org?

I want to generate a report of where multiple specific fields are being used in my org. I know that Salesforce has a 'Where is this used?' button for each field which shows where that particular field ...
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Reporting ability to filter the most recent child object

I have a Account with lookup relation with CHILD A. Child A has many records with different time stamps. I am trying to create a report to pull the most recent child record using out of box ...
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11 views

How to choose Group by field in joined report

I'm trying to create a joined report that compares the number of Opportunities owned by a user with the total of the Amount field of a custom object 'Revenue' that has a lookup to User called 'Sales ...
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10 views

How to filter or restrict dashboard information based on report owner or assigned by?

Work on Sales-Cloud dashboard, On org the Role AccountExecutive has four uses like A, B, C, D. Each has a different profile like A has a Marketing Manager profile, and B, C, D has a Standard User ...
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25 views

Custom Report Type - Production Environment

Should i create a custom report type directly in production or would i need to first create in sandbox and transport to production? What is the best practice?
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'Journey Email Send By Day Report' (CSV file) cant be added into data extension

I am saving the ‘Journey Email Send Summary by Day’ as a CSV file into FTP. Which looks like this.. Then I am importing it using Automation Studio using ‘import activity’. My target DE has these ...
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23 views

Einstein Web Recommedation reporting buggy for clicks and purchases

We are using web & email recommendations out of Salesforce Marketing Cloud and have trouble with the reporting tab on the web recommendations. It shows weird values for Influenced % and ...
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10 views

Display the opportunity conversion rate in a dashboard

Hello, I would like to create a dashboard which display the number of created opportunities this month divided by the number of closed opportunities on this month (the convertion rate for the current ...
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1answer
20 views

Is possible to deactivate the possibility to edit filter in a report in the Lightning experience?

Is possible to deactivate the possibility to edit filter in a report in the Lightning experience? Or at least "lock" every filter? Our users does not create/edit/delete a report. Some of ...
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15 views

Account reporting not showing my teams accounts

I'm trying to run a report for a user on Accounts and all accounts of the users team members. I've added members to the users setup Default account team. When i set up a report on Accounts and add &...
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23 views

Url Hack for Report/Dashboard

I tried to create a Url Hack with the Name of the logged in User in Salesforce Lightning, but It does n't work. REPORT https://mydomain.lightning.force.com/lightning/r/Report/00O67000006T4X2EAK/view?...
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51 views

How to store Journey Report into a Data Extension

I have a Journey through which I am sending emails. I can extract the journey report from Analytics Builder (as a Excel file). Where is this report data stored in SFMC ? Can I access this data in a ...
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15 views

How do you create a Month to Month report on the number of records with a given field value?

We have a custom field on the Account object, and we need to create a report that shows the month to month changes in the number of records that have a specific value for that custom field. Is this ...
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10 views

Report Summary formula on TOTAL only?

is it possible to summarize the totals only in the Lightning Reports? I have a summary report grouped by Account name. I want to do a simple subtraction. A Goal field on the Salesperson object ...
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Report Formula: Divide a grouping amount by grand total?

I created a report to calculate the conversion rate - it needs to be a % amount so that I can use a 'Gauge' widget to show it on a dashboard. As in the below image I have 2 groupings for Phases, one ...
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30 views

Permissions required for Reporting on Conversation Definition Dialog Daily Metrics object

We can create some reports on chatbot data according to this link https://help.salesforce.com/articleView?id=release-notes.rn_einstein_bots_performance_dashboard.htm&release=230&type=5&...
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how to report a missing relationship from the child side of a lookup with custom object?

I have 2 custom objects: Candidate & Worker Candidate has a field that is a lookup called "Tech Screener:" and allows me to select any worker. Lets say I have 10 candidate records. I ...
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29 views

Report Cross-Filter on Lookup . Looking for a standard solution

the scenario is the following one: My client wants to be able to report his opportunities based on the Account Segmentation I cannot create new fields because we are in a system used by different ...
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20 views

Any idea on how to hide filter button in community report?

I have tried to single out the icon in a CSS override but that is not working! Display: none seems to have no effect. Specifically these classes: action-bar-action-toggleFilter reportAction report-...
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1answer
35 views

Report returns no data while matching SOQL query does

I have a user who made a joint report with 4 blocks, all of them on the same report type. The report type gives access to Opportunities, inner join a 1st custom object (let's call it Custom1), inner ...
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12 views

How to report how many times chat switched into offline support mode

For staffing purposes, we need to know how many times a day our embedded service deployment for chat switches to offline mode. Currently, to be able to chat with an agent, there must be at least one ...
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42 views

how to capture views and clicks on a marketing cloud - cloud page?

It seems like marketing cloud standard report for cloud page only offers aggregate views for a particular page. Can anyone explain what does aggregate views means in this case? Is there any way to get ...
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20 views

Report on Account --> Parent Account --> Opportunities

I am new to Reports. I am trying to create a report with Opportunities. I need to get Account with record type 'ABC' and then go to this parent account(one lookup field is there on Account) then get ...
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11 views

Can you share a report to a Guest User in the Customer Community Portal ? (non-logged user) [duplicate]

I am trying to share a report chart in a Customer Account Portal; I have checked multiple items but still no luck when viewing the portal as a Guest User: I have created a Sharing Rule for the object;...
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19 views

Filter by group count?

I want to be able to show a report with groups that have more than one of an asset. In SQL Server I would do it with a query like this: Select AccountID, Count(AssetID) From Assets Where AssetName ...
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13 views

Conditional Math Equation in Report

I have a Report that includes a calculation for "days overdue" of a Case (Due Date - Closed Date). SFDC is calling this field CDF1. I want to add a calculation for the average days overdue ...
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1answer
68 views

Create a chart with 5 lines, despite Salesforce's limitation of 2

I have a custom object with fields: Date Measurement A Measurement B Measurement C Measurement D Measurement E I want to create a line graph with X-axis: the date (field 1) and 5 lines, for fields 2 ...
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1answer
20 views

How can I configure Salesforce Essentials such that a particular report becomes the home screen?

I'm a Salesforce Essentials user/admin. I have created a report that shows me the specific information I need from day to day. If I'm not interacting with a specific opportunity, 95% of the time I use ...
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13 views

Report Group By Month in Year - Missing Month Label

I've created a report which is grouped by month in year, and calendar year as well. As you can see in the screenshot below, the "March" label is missing, even if data are present in the row. ...
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39 views

How to bulk transfer reports from one .org to another .org?

My task is to upload all of the reports of an old .org to a completely new .org I found that it is possible to retrieve reports via .xml-files from an old .org and upload it to a new org via workbench....
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14 views

Build A Salesforce report based on child data filter

Let's say I have 3 Objects. Object A (Parent), Object B (child of Object A) and Object C (another parent of Object B). Is it possible in salesforce reports to create a filter wherein I need to show ...
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22 views

Adjust a custom report's data range using Python

I'm trying to find a way to adjust the date ranges in a Custom Report. I've been using simple_salesforce for all my other needs but for this i'm out of my element. I tried to simply adjust the end ...
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30 views

Tabular Report - How to hide the Total counts displayed at the top

How to hide the Total counts displayed at the top of the Tabular Report in salesforce? Any help is highly appreciated. Thanks & Regards, Harsha BR
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How can I change the name of the field in a report (without changing the API name)?

How can I change the name of the field in a report (without changing the API name of the field)?
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How can I add to report a field from other object?

I have custom object (Application), Case and Contact My custom report type looks like this: Applications (A) with or without related records from Cases (B) I can't add a Case to this report type. What ...
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I created a report and I see all fields but users with other profiles than me (I have System Admin) don't see those fields, even though I added

"read access" fields to their profiles. What else should I do so that they could see all fields from report?
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Where can I find a named report?

I have the following XML from a layout file: <layoutItems> <reportChartComponent> <cacheData>true</cacheData> <contextFilterableField>ACCOUNT_ID</...
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39 views

Report for Email Templates Used In The Past

We have around 3000 templates created since our Business Unit was set up and most of them were of one time use only and never deleted after the use. How/If we can pull a report in Marketing cloud to ...

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