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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42 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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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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1answer
82 views

How do I filter report from Apex including detail rows?

I follow the documentation about filtering a report on a fly and try to get the detail rows by setting reportMd.setHasDetailRows(true); however, this doesn't work and the run report results return ...
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1answer
56 views

Reports using different interfaces [closed]

I have created a report using classic but when another user creates the same report in lightning, some records are not displayed.
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117 views

Should "View Report" work in a Digital Experience (AKA Community)?

As described here How to get a standard Salesforce report chart to appear in a Digital Experience (AKA a Community)? I now have report charts showing in my Digital Experience which is great. Clicking ...
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1answer
324 views

How to get a standard Salesforce report chart to appear in a Digital Experience (AKA a Community)?

In the the Builder, I can add the platform's standard "Report Chart" Lightning Web Component (LWC) and select a pre-existing report and the charts display fine. There I am running as a "...
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1answer
24 views

Salesforce Filtering 24 Clock Issue

This may seem quite simple, but I am unable to filter correctly by certain times. Filtering "Starts with 1" or "starts with 2" for 1am or 2am will also filter any time beginning ...
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21 views

SalesForce Reporting

I have an object called 'Service Requests' this service request is linked to an object called 'Account'. This Service Request has a field request date. I am creating a report that runs on the object '...
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454 views

When to use Tableau or Einstein Analytics for Advanced reporting

When Salesforce native Reports, Charts and Dashboards are not enough and you needed advanced functionality like: Dynamic discovery of data instead of pure display integrate external data sources ...
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1answer
405 views

How to add specific report as tab in the navigation menu in Lightning?

I remember there was a functionality that used to exist to easily add specific reports as a tab to navigation menu (with the + button) but now it is not possible/existent?
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18 views

Test Apex sending mail with .getContent() [duplicate]

I'm trying to write a testMethod to cover a method that is using .getContent(). Here is a sample of code i want to cover global class ExportReport { @future(callout = true) public static void ...
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75 views

Email Messages not appearing as Activity in Reports

We have a Custom Object Survey__c, which is created whenever a customer fills out a Survey with the details they filled out after each Work Order has been completed. Our policy is that our Service ...
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20 views

Record count vs field value in Report and Graph (Dashboard)

I have sketched the scenario as below : Our user want to have target for example Lead record created in month. They provided us with Target such below : January 17 February 54 March 107 ...til Dec ...
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1answer
78 views

Restricting access to create Reports in Salesforce

We have three different sister companies within our salesforce org. Account and Contacts are readable for all users irrespective of Business units. However, I need to provide create and export report ...
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46 views

How to make an operation in cumulative output for each row in a report?

I have a scenario where I have a report with columns from January to December. They are aggregated by Year. The output is something like this: YEAR | 01 JANUARY | 02 FEBRUARY | 03 MARCH | 04 ...
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1answer
43 views

filter report and export it in xlsx in aura component

i want to filter a report and export it to xlsx when the user click on a button as in lightning component, i use a link like this but it don't work: String url = baseUrl + '.lightning.force.com/...
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1answer
38 views

Creating custom report with 2 parents, 1 child object

I need to pull a report that pulls info from 2 parent objects with the same child. We have opportunity and payment as both parents of GAU Allocation. We need to access fields from GAU Allocation, ...
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48 views

Engage Reports & Engage Team Reports are from different connected apps. How can we get the counts to match between the two tabs?

I have a client that uses Engage and Pardot. They are asking me to solve for discrepancies between the Engage Reports and Engage Team Reports tabs. I understand that Engage Team Reports comes from ...
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30 views

Discover Report Not Populating Recent Send Data

In a client instance of SFMC, our Discover Report for Recent Email Send Summary (filtered to prior 7 Days) has quit populating data. If I extended the filter to the last 30 days, I get results up to ...
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1answer
69 views

How can I generate a periodic report or dashboard for Salesforce Bulk API Usage within a particular org?

I want to be able to capture on which user is running the batch jobs and how many bulk API batches are being used on a daily basis. We would like to track the 24 hour bulk A batch limit . I am aware ...
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316 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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1answer
34 views

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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1answer
20 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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14 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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3answers
12k views

How do I send report results to non Salesforce users by email?

I am trying to automate a report by scheduling the report to run at a date/time and emailing the results to mail group. How do I send report results to mail group? Apparently via the standard ...
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1answer
153 views

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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25 views

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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28 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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109 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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1answer
219 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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1answer
21 views

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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1answer
18 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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1answer
34 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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1answer
44 views

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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6 views

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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92 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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12 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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1answer
33 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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2answers
1k views

Generate a report on Account and Leads

I am looking at a way i can get a report showing an account and have a related leads. Lets assume that i would make a domain match of website of account and to determine the related leads. I ...
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0answers
35 views

'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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41 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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1answer
24 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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2answers
666 views

To add a link on field value to navigate to Detail page for a Custom object in Reports

Hi I'm new to salesforce reporting. I need your help. I have a custom object called "Invoice". I have generated report for it. Values present in the row should be displayed as hyperlinks, when i ...
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24 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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124 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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91 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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1answer
138 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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1answer
190 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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2answers
454 views

SF report download as .xls wont open in Excel/ Access

I am running a report in SF then trying to download as UTF8 / .XLS format. Then when I try to open in Excel / import to Access I get the following warning message: It seems that the file has the ...
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0answers
117 views

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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