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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18 views

How to count distinct companies in Leads

As Company is a text field in Leads, I cannot figure out how to count the number of distinct companies we have for all our Leads. Is there a work-around? Thanks.
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1answer
24 views

What is the object of a report on approval process?

I am trying to determine why a user cannot see a report. I understand some things I need to check are: If the user has read access to the object If field level security hides any fields in the ...
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5 views

Standard Report export - Analytics Builder

So i need to export the standard report "Push Message Summary Report" in a .csv file, but i only have these options: .csv inside a .zip, .xlsx and .pdf. The problem with the .csv inside a .zip is ...
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21 views

How can I modify the Impression Region name?

I just enabled the Impression Tracking functionality in my account. I am creating an email to test it using Dynamic Content blocks but I dont see how can I change the Impression Region Name. ...
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19 views

How can I get an Average of a Summary Formula Field?

I feel like this might be a really simple solution but I can't seem to figure it out.  I'm trying to calculate the Total and Average Number of Days between two dates. From the other posts online I've ...
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14 views

Reports on Contact without cases/quotes/orders

I have a requirement to generate a report on contacts without Cases/quotes/orders in lightning.Should I go for a joined report?
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12 views

How to report on standard AssociatedLocation junction object

How do I create a report type for AssociatedLocation junction object which is related to an account. It is a standard object. How do I report on it?
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1answer
16 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?
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12 views

Opportunity Historical Trending Dashboard Component

I know that tabular reports cannot be used in dashboards, but when I group the Opportunity Historical Trending report, the Change column is no longer available. My objective is to create a dashboard ...
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1answer
19 views

How can I set a Dashboard to just Specific Users?

I was just asked by my Director of Sales to set a Specific Dashboard for him and one other user. The dashboard is created, but I cannot find a way to set it to their home. I found a way to do so in ...
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10 views

Report over PresenceServiceRouting

I have all the routing been done by routing skills, so the omni-supervisor have many many many information. Is it possible to create a report that shows all the information present in omni-supervisor ...
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11 views

Establish Indiviual Targets in Reports

I am currently trying to establish individual targets in reports in Salesforce. However, I was not yet able to find the technical solution for this. Concretely, I would like to track the Order Intake ...
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1answer
19 views

Chatter publisher on Reports & Dashboards not showing actions

Looks like the 'Collaborate' button on any report/dashboard does not allow me to post anything to the chatter. I must be me missing some kind of permission/setting here. The feed tracking on reports/...
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11 views

Lead to Opportunity Funnel Status/Stage Conversion Rate Report

I am trying to create a report that shows conversion rate from status/stage to and status/stage from. Essentially, the full funnel all the way from Leads to a Closed/Won Opportunity. I am able to ...
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1answer
15 views

Different view on Editing a Report

When a user is trying to customize a Report, he is having a different view than a usual one. Is this due to some permission issue or any settings mismatch. Coz even the Switch to Lightning and App ...
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1answer
16 views

Create Report Type to show Account and associated Community Members

I would like to create a report type that shows my accounts and their community members.  I am not seeing a way to do that.  I feel that I should be able to do this since I see the Community Members ...
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16 views

Embed Power BI into Salesforce

We have just received a requirement where in we have to embed the Power BI reports in to Salesforce. Having no idea about this, I did some googling and found an amazing blog here. After going through ...
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1answer
9 views

Deploying report <timeFrameFilter> <dateColumn> <interval> “Last 2 Days” - not possible in UI or Metadata API?

Before I chalked this very simple reporting request to not being possible, I thought would check on here. I'd like to have a running report pull in a date field where the value could be the "Last 2 ...
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1answer
27 views

Why is the record UI truncating a formula field?

I have a formula field (text) that seems to work as expected. I say this because I pull a report, and the column with the field shows ABC123 XYZ 4567 (not exactly, but that's the gist). Anyway, I'm ...
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18 views

How can I see all my email activity & standard Salesforce tasks in one report/dashboard?

Right now my org's email activity is being handled exclusively by Einstein Activity Capture, and all other activity (like calls, demos, meetings, SMS) is being saved as individual Tasks & Events ...
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1answer
25 views

Reporting on Profile and Login IP Range

Is there an easy way to build a report type that would allow me to build a report on the profile and Login IP Range permissions. I have profiles with either no Login IP Ranges or IP's that need to be ...
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1answer
16 views

Report on average time before first stage change

I am looking to generate a report which would put out a very specific timeframe which is from the stage "new" to "open - on progress", irrespectively of current stage the opportunity is in. I tried ...
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8 views

Problematic Report Custom or Standard

Hello i have problem with building report. So the object structure is like that: What i need is: Grouped by Item and sub grouped by Item Revision report of all of incomes ( which are stored on ...
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6 views

Listing of reports/dashboards accessible by a public group

Is there a way of understanding the list of report/dashboard folders that a particular public group has access to, in the report hierarchy? We have a lot of reports and need to figure out the ...
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13 views

Dynamic Filters on a dashboard

I have a custom object "Muse Product". This has 2 custom fields: Supplier and Supplier PO. I am trying to create a report that shows the number of POs a supplier has. Example, Supplier 1 has PO ABC ...
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26 views

The report returned no results

I use a link of a chart in a report to display this chart on a Visualforce page that is rendered as PDF. (copy image address). It seems like the page is reaching that chart but it displays no ...
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1answer
38 views

Workaround: Report (CSV) -> SFTP -> Data Extension

I created a 'discover' report that my goal is send this data to a Data Extension. I tried to create an automation that the report goes to ftp like csv and after report run, this automation get the ...
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0answers
13 views

Report Formulas - Divide Summary Field by Number of Users

I am trying to find the Average Number of Hours each user logs per week (by Billable vs Non-Billable Hours). I have attached a screenshot. I want the sum of the hours (20.34) divided by the number of ...
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10 views

Reporting with Custom Objects on Flow Sessions

We are using Flows to guide users through standard processes and want to be able to report on a user's session through the Flow, what choices were selected, etc. The Flows are hosted on a Community. ...
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10 views

Report bucket field missing in different profile

I have a report created by an administrator which contains a bucket field. This bucket field disappears if the report is opened by a user in a different profile that has access to the custom object ...
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1answer
30 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 ...
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14 views

visual page not correctly displayed when transform as a pdf

I am currently trying to develop a solution on the sales force platform and I am facing some issues. I have created some visual force pages as well as some apex classes. The goal is to create ...
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23 views

Filtering by date-field

I'm trying to create a report over "Faktura" filtering by its field "Dato for fakturering", but it's not showing up in the report maker. Can anyone explain why this is? Is there any way to fix it? ...
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27 views

Is there a way to get opens for impression tracking region?

By making an Impression Tracking report, I can only see Link Name, Impressions Sent, Unique Clicks, Total Clicks and Region CTR. Is there a way to see the opens for a particualr region as well?
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1answer
27 views

Automation Activity report

Does someone know if it is possible to extract or query the information displayed in the activity tab of the Automation (status, started date, completed date...)? I would like to retrieve that ...
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1answer
20 views

Execute Apex code as part of Report in Lightning

Is it possible to execute a block of Apex as part of running a report in Lightning Experience? Specifically, i want the report to parse some JSON that is stored in a text field in a custom object.
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1answer
39 views

Do you need Read access to an object to view its records in a report?

I believe if you have access to a report, record level access can be ignored and you can potentially see all records. Does this apply at the object level of a profile? So say a report is on Accounts, ...
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1answer
49 views

How to build report for case duration

I am trying to build a report for cases that excludes idle time and/or business hours over the weekend. What is the best way to do this?
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1answer
42 views

Opportunity Owner Full Name is not working on Reports

I created the following formula in a report but the owner full name is always empty, so the result value is always 2 instead of 1. Here is an example of the code: IF(FULL_NAME=='Mark Anderson',1,2) ...
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17 views

How to get End user retention rate report

Currently we have a requirement of getting the customer retention rate of last 30 days to the Dashboard and Have historical data of it to do the trend analysis, where customer is contact, end user ...
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24 views

Report showing no results in Lightning for “My Opportunities”

I am baffled by this one: Exact same report... first in Classic: Then in lightning: No filters except to show "my opportunities" Any ideas?
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2answers
61 views

Reporting on Dynamic content used in an email part of a Journey

I am currently planning on building a Journey with emails that have dynamic content. The dynamic content is used for having 12 language emails versions and the 2 dynamic emails will be sent as part ...
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1answer
52 views

Unsubscribe v/s Unique Unsubscribe

Anybody knows what's the difference in Discover Report about Unsubscribe v/s Unique Unsubscribe. I created a report by month and the numbers between the two measurements is so different. I attached ...
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1answer
21 views

Building report on CreatedDate for AccountTeamMember

Our client is trying to build a report on AccountTeamMember which should contain the createdDate of the AccountTeamMember record. I did a simple soql query on the AccountTeamMember records and the ...
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0answers
22 views

Linked Filters in Lightning Community - reportFilters in URL

I'm trying to use the reportFilters URL parameter to dynamically filter reports in a Lightning Community. A user clicks the custom link on a certain record and it opens the community report page ...
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43 views

How to tally a picklist value in Report Formula Builder?

We have a proprietary survey for closed cases where a customer clicks a button and it updates a field on the Case object called One Click Survey. There are four options: "Excellent", "Great", "Ok", ...
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1answer
26 views

Filter Opportunities with Contacts Report by Fields on Contact Lookup field

I'm looking to create a report of Opportunities with some native Opportunity filters. These Opportunities also have a custom Lookup field pointing to a Contact: Project Contact. In the Opportunities ...
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1answer
20 views

Need to create a report based on the two defined product if present in the opportunity line item

Need some help in creating a report which will provide all oppty which has product1 and product2 in their opportynity line item. Product 1 and Produc 2 will be an AND condition so that it only shows ...
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170 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 ...
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1answer
91 views

When and why to use $A.reportError?

In the documentation Using JavaScript Promises it is mentioned To show an error message in a catch() method, use $A.reportError() Why would I want to use $A.reportError that at all? I could use ...