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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2
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1answer
101 views

jsforce: retrieve metadata of a report with a row-level formula

When I use sfdx to pull a report, I see custom row formula fields under customDetailFormulas, but when I pull the same report using jsforce, customDetailFormulas are missing and the row summary ...
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0answers
40 views

Difference between two date fields on a report

I am creating a report and have two date fields (one from the Account object and one from the Opportunity object). I need to calculate the number of days between the Account date field and Opportunity ...
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1answer
1k views

Run report as another user or filter the report to show only data visible to another user

I'm looking for a way to run a custom report from Apex, but not as currently logged in user, but as some other specific user. The reason is that I need the report to have only the data that is visible ...
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1answer
776 views

how to combine two reports using salesforce report api

How can we create a single report of two unrelated objects using report api?
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1answer
900 views

How do I set the email FROM address for a scheduled report?

I have several scheduled reports and dashboards set up to be emailed to management and others. All the emails come from my email address (I am the running user as the admin - everyone may see the data ...
1
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1answer
888 views

How to relate portal user and its contact in Salesforce reports

I am trying to create report to relate portal user and its contact who have campaign history.I'm able to relate contact and portal user but i couldn't get campaign history result.I created a report ...
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0answers
25 views

How to show Month-wise total Recurring Revenue Report

Can I generate a report in SF that will give month-wise revenue for Closed Won Opportunities?
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0answers
35 views

Funnel Report Type For Single Opportunity

I am new to reports so apologies for the newb question. I want to put a Funnel Report on each Opportunity record. I have it set up successfully in the UI but I am not sure how to create the report ...
0
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1answer
695 views

Getting average of quarterly report in Salesforce Analytics

I have created a quarterly report in wave analytics as below. My requirement is instead of count of rows I need to display the average per quarter. For ex. If in Q1 the dates are from Jan & Feb ...
0
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1answer
726 views

Convert Data Extension to a List

I'm looking to convert/copy a data extension into a list so that I can use the contents in the reporting features.
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0answers
23 views

Community Management Package for Sites with Chatter : No Data in dashboard reports

We have installed Salesforce Community Management Package for Sites with Chatter in our Salesforce Experience Cloud site for Dashboard capabilities. As can be seen in attached snapshot. We are sure ...
2
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1answer
586 views

Create a Report using Salesforce SOAP or REST API

I know about Salesforce Reports and Dashboards REST API. But Report REST API allows only to change (update) an existing report by sending PATCH request with appropriate json body and clone a report ...
0
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1answer
34 views

Date filter YESTERDAY excluding weekend

I have a problem using a dynamic filter on dates. My report shows closed tasks from the previous day of the report launch using the dynamic date "Yesterday". It works well except when you ...
0
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1answer
38 views

Create a report for Unsent Email address [closed]

I know this is possible since I've used it in previous organizations. I'm looking to build a report or activity/automation where we can paste the JobID of a send and find out the difference between ...
3
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1answer
617 views

Dashboard for objects of multiple types

I have a dashboard with few reports on the Lead object. I want to create a similar dashboard for cases. The custom fields that I'm using for the dashboard are common to both Lead and Case objects. ...
5
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3answers
12k views

How to create a Lead Stage Duration report?

Our Marketing are interested to know how long each lead was in each status, from New to Qualified. Eventually, they want to reduce the numbers to as short as possible. We have about 5 statuses they ...
0
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1answer
36 views

Unable to Import a Report into Marketing Cloud from Service Cloud

Our org was recently integrated with our service cloud application and I can currently sync over objects. When I attempt to import a report into marketing cloud via EmailStudio --> Interactions --&...
0
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1answer
642 views

Undefined field CloseDate in Report custom summary formula

Hi I am very new to Salesforce. I'm trying to write a custom formula, stated below. IF(FISCAL_YEAR:MAX=2015, CASE(MONTH ( CloseDate ), 1,20000, 2,21000, 3,22000, 4,23000, 5,24000, 6,25000, 7,26000, 8,...
0
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1answer
37 views

How do you set the default Reports folder in Lightning Experience?

In Classic, the default selection for the Reports tab is "All Reports" but that is not the case in Lightning Experience or when using the "Report List" component in a Community/...
0
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0answers
17 views

How to Get the Grand Total of a Second Level Grouping

I'm trying to get the grand total of a second-level grouping within my report. I have Account as the first level grouping, and then I have Case Owner. I'd like to see the Grand Total number of Cases ...
0
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0answers
26 views

CPQ behavior for Products

I just joined a company that has been having some issues with CPQ for quite some time now. Most of the issues are related on how CPQ was set up, and that they can't report on the products they have ...
0
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0answers
37 views

Automate a Data Extension export and send via email

I have a team that does not have access to SFMC needing to view a DE within SFMC on a regular basis. Is there a way to automate an export of this DE on a daily basis and send to that team via email (...
0
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0answers
25 views

report to track campaigns/campaign members/tasks?

I'm looking to create a report that tracks Campaigns, Campaign Members (they are all Person accounts), and tasks. Basically we want to be able to see the amount of times (and when) a Campaign Member ...
1
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0answers
19 views

How to find accounts that do not have a specific Account Contact Relationship role? [duplicate]

we would like to create a report that tells us which Accounts do not have a contact with a specific role. We are using lightning and the Account Contact Relationships junction object. We have ...
0
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0answers
9 views

Missing Send Date in Datorama on Journey sends

creating our initial reports in Datorama for Marketing Cloud email sends and SEND DATE is not being pulled into our available data. We are using the out the box (standard) SFMC connector All of our ...
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0answers
52 views

WhatsApp Tracking Extract fails to run

Currently there is no available analytical report regarding WhatsApp messages in Marketing Cloud. The only WhatsApp report that Marketing Cloud provides is not working right now, according to this ...
1
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2answers
973 views

reports for next three months

I need to create a report in salesforce for the custom object from a particular date field. I do not want to do it from filter criteria "Next 90 days". The scenario goes this way: I have a ...
2
votes
1answer
61 views

Summary Formula Where Field Equals

I have a report where there is a status of the lead. I want to see how many leads have the status of scheduled as a percentage of all leads in a report. I've never done this before and can't figure ...
0
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0answers
24 views

Filter Visual Force Report Chart to only show data related to current record page?

I am new to Salesforce and Apex in general, and I am trying to figure out how to filter the report charts on a Visual Force page to only show data from opportunities related to the Account record that ...
0
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1answer
46 views

Lookup Fields based on Sales Team Roles

Do you know if possible to identify those in specific team roles via a lookup on an object? Specifically, I would like to show what Team Role the user has that a record has been assigned to on a list ...
0
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1answer
34 views

Wrong Opportunity Stage Order in Report

A report I made is showing the wrong opportunity stage order. For example, "Complete" should be the final stage and it should be followed by "Arrival". The order is correct in the ...
0
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1answer
900 views

How to export data using reports from SFDC programmatically?

We have an issue where we have to manually click Export Report on SFDC reports though the UI on many reports. These reports have several filters and filter logic such as "(1 or 2) AND (4 AND 1)" and ...
1
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2answers
57 views

Joining SendLog and Click Data View does not return any results

I want pull out the list of customers that did not click on the mail we sent. We maintain a SendLog in which we have additional attributes logged (Example: emailname, subject etc.) I understand that ...
0
votes
1answer
1k views

Lightning Usage/Adoption Reports and Metrics (e.g. most viewed pages, switches to Classic, etc.)

Salesforce's native "Lightning Usage App" app (Summer '18) includes several reports with metrics around page views, load times, mobile activity, etc. I find the "Most Viewed Pages" usage report below ...
0
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1answer
648 views

unable to delete the report in salesforce org

I am trying to delete the report, but I am getting following error The report definition is obsolete. Your administrator has disabled all reports for the custom object, or its relationships have ...
0
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1answer
650 views

Hiding standard report folders in sfdc

Is there any way by which report folders like the standard Lead reports, Sales Report, Campaign report can be hidden from reports for particular profiles?
0
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1answer
472 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?
12
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3answers
21k 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.....
1
vote
1answer
913 views

Stage conversion report for each and every Sales person

I want to create a report on Stage conversion percentage of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 ...
1
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2answers
39 views

How to run a report (or query) to get the number of (first) child records of a record?

Any way I can do this via report? or apex if not? Thanks for your help!
0
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1answer
250 views

Calculate percentage

I'm currently working on a report and am trying to calculate the proportion of record types. I have grouped the report by the RecordType but can't seem to find how to calculate the percentage. Any ...
1
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0answers
49 views

Missing icons on Salesforce report buttons in Chrome

The icons in Salesforce report buttons are missing in Chrome, since several months now. This somewhat related known issue Some icons disappear in Chrome 84 is "In review" and even though the ...
1
vote
1answer
67 views

How to delete a report with Code or process?

I want to automate a process where old neglected reports are automatically deleted if they were not run for X amount of days (if I can't do it in a variable/labal, I will do a source report. I am not ...
0
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1answer
33 views

Need to restore Report List page in Experience Cloud

I created an Experience cloud with Customer Servce Tempate. I accidentally deleted page: Reports > Report List > (page variation) Report List Now I'm trying to restore this page. I created by ...
2
votes
1answer
1k views

Not able to subscribe to Reports? Keeps giving error!

I am getting following error when trying to subscribe to reports - "We couldn't set up your subscription. Try subscribing again. If you still can't subscribe, ask your Salesforce admin for help." I ...
0
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1answer
24 views

Analyse the XX days to exclude if people did not interact (open/click)specific triggered email in marketing cloud

I want to exclude people who have not interacted with the particular triggered email in XX days. In order to arrive at the XX days I need to make an analysis about which number best fits the XX days. ...
1
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2answers
580 views

Subscribed Report by users

I have a unique requirement where i need to find which reports are subscribed by which user in our org. Is there any specific app which can help here or any other suggestions.
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0answers
32 views

Edit Summary-Level Formula Column - Formula field is not visible above Validate

I am not able see formula which is entered in General area above validate option. This is in Lightning Experience Reports & Dashboards Specialist Challenge 5
0
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1answer
41 views

How to calculate the (average) number of days between records being created?

Say our Accounts can have Babies. I would like to make a report that shows how often our Accounts have Babies, on average. So Account A has created a Baby in January and another Baby in June, thus on ...
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0answers
15 views

Creating a NPS report with data from Delighted.com?

My company is using Delighted.com as one way of measuring customer engagement via a net promoter score(NPS). I've integrated Delighted.com with Salesforce and each survey response and score is found ...

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