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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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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9 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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18 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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13 views

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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28 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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16 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
32 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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7 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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1answer
34 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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19 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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10 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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17 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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11 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
63 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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16 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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10 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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33 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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13 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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20 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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27 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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17 views

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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13 views

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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10 views

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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1answer
18 views

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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36 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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20 views

Can I set up Email alert that send out report to a user with all user Leads matching certain criteria?

Instead of each User receiving email alert for each separate Lead matching certain criteria asking to take action, Im wondering is it possible to email to the User report of all Leads they are the ...
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2answers
52 views

Specific user cannot see other users in Standard User Report

Scenario : A User Adam of 'Regional' Role creates a User report for the User Bob of 'Country Head' Role (Role Hierarchy is 'Country Head' reports to 'Regional'). Report has the filter as Login Date ...
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18 views

Is it possible to run a report of all Lists that are marked as 'public' in Marketing Cloud?

I have recently started at a company that has a LOT of List and Publication List Sub-Folders in Marketing Cloud. Looking at the Subscription Center, it looks like at least some Lists have been marked ...
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15 views

What license is necessary for report on checking each user's usage?

When a manager need to create a report on checking each user's Salesfoce usage does he need to have a full salesforce license? Or, will it be sufficient to have a platform license assigned to the ...
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1answer
14 views

Show report formula grouping in dashboard metric

I'm trying to create a dashboard metric that shows the percentage of accounts we have business at in Texas. I have a report that filters only Texas accounts, and then has two groups that break it into ...
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41 views

Dashboard reports with nice Charts & UI in Marketing CLoud?

Is there a way to get nice dashboards and charts/graphs in analytics builder? Most reports are simply .csv exports and the only other area I see nice charts and dashboards is in the tracking > ...
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12 views

Row-Level formula to show duplicates

I am trying to use a row level formula to mark duplicates in my report. Ultimately I am trying to group same loan number and same common ID. I was told I could use the row level field to compare 2 ...
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11 views

Create a tabular report filtered by months

I want to create a tabular report in salesforce classic that shows the products in the first column and the actual sales vs the forecasts in the following columns grouped by month, for example: [...
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2answers
20 views

create a report to show which new users have less than 2 child records

Let's say we have a custom object called 'Business Reviews' (BRs) which has a lookup (Consultant__c) to User. Now would like to have a [lightning or classic] report that can show all users that were ...
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1answer
93 views

Consolidated Answer: How to extract a SF report using Python [closed]

I've been searching around the site for the past week or two and there seem to be a lot of opinions and ideas on how to download a report into a DataFrame from SF using Python (simple-salesforce & ...
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26 views

Display Text in place of record count on a Matrix report

Is it possible to display a formula text in place of the record count numbers in a matrix report? Our business users want to see what the most recent Activity type is from a custom object called Call ...
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14 views

Enable Reporting for Customer Community license users

I need to enable report generation for Customer Community users so that they can generate reports for the records they own. As per the Communities Report and Dashboard Considerations, Customer ...
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8 views

Reports: Average Field Based on Boolean Value

To preface, this is my first post and I also want to point out that while I consider myself a power user, I am not currently an admin on my SalesForce instance. My problem that I am currently facing ...
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23 views

Is there a way to get Month to Date and Last month in Salesforce Reports

I have a custom Salesforce Object and I am trying to create a report in Salesforce. I am able to pull the Cols from the custom object onto the report and group by Col A and Col B. +-------+-------+----...
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1answer
41 views

How to Automate a Daily SMS Message Detail Report [closed]

How do I automate a daily SMS Message Detail report from Reporting? I want to add logic to a query in order to generate the report daily, export it to the FTP, and then Import it back into a data ...
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29 views

The number type A records and type B records [duplicate]

Can anybody help me with reporting? I would like to extract the following data. [The number of type A records] -(minus) [The number of type B records] Thank you in advance.
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9 views

Dashboard to compare created opportunities and closed opportunities month by month

I would like to create a report and a dashboard to compare created opportunities and closed opportunities month by month. It means that an opportunity can be created on january and be closed on ...
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14 views

Trending monthly pipeline additions and removals [Opportunity Trends] [Historical Stage and Historical Amount]

EDIT: Am I Overthinking This... wouldn't Created Date reports and Closed Date report would probably work just as well?!? I absolutely love the Opportunity Trends report but one thing I've been trying ...
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7 views

Individual lightning Dashboard access to users

I have a requirement where there are specific users who should have view access only to few dashboards in a folder but not all. I know that we can manage folder access but is there any way we can ...
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1answer
21 views

Pull data from sql to salesforce

I am looking to generate reports and dashboards on Salesforce and the data reside in my SQL server. How do pull data from SQL to Salesforce in order to create reports & dashboards in salesforce
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1answer
90 views

Scroll down is not working report

I had an issue with the salesforce report , scroll down is not working. When selecting a date field to use in a report filter, clicking on the scrollbar to scroll down in the field list will ...
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46 views

Syntax Error - Einstein Analytics

getting an error trying to write a trend MoM query... Can anyone provide some assistance or maybe help improve on my query? I'm pretty new to Einstein, so, writing an advanced query is stumping me... ...
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1answer
92 views

Personalization on Thumbnail in SFDC for Individual Email Results

We're trying to resolve what appears to be a simple ask and I've been told this is possible but can't find any documentation here or on help.sf.com. We are sending email to subscribers using SF DEs ...
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21 views

Contact Data Portability Report has wrong data

I ran Contact Data Portability Report for a subscriber. I have few questions on the results: Can a unique Subscriber Key have multiple Subscriber IDs? This email was never bounced, still it has '...

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