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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1answer
164 views

Run report from Apex

My users want more control scheduling reports. The scheduler only offers a limited set of times and frequencies. I know how to schedule apex scripts using System.schedule and a cron string. Is ...
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0answers
11 views

Creating new “relative date ranges” for payroll periods

My company splits each month into two payroll periods: the 1st-15th and the 16th through the end of the month (could be 28,29,30, or 31 depending on the month). For reports and dashboards I'd like to ...
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21 views

Reports - Calculation

I have a custom flow where tasks are being assigned to every user of a public group, since i cannot assign a task via Apex to a group directly. On Activity object i have a custom field that for every ...
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2answers
80 views

Is there any way to pull sent email data based on template keywords within Marketing Cloud?

Has anyone found a way in which to extract email send data from Marketing Cloud and sort prior to extracting based on keywords in the title of the email template sent? My organization has built out a ...
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1answer
41 views

Custom Report Needed. Click detail at Subscriber level

I need to a create a report that shows me by date at Subscriber level what links have been clicked in emails. I can see that it's possible to produce reports to show click activity, but this isn't at ...
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1answer
115 views

Marketing Cloud email sent < 24 hours not showing up in Discovery report

I'm having an issue where I send and email and then several hours later I'll try to create a discovery report to show other stakeholder the clicks, bounces, etc. However, the send does not appear in ...
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1answer
690 views

Can we capture click activity of links in landing pages and generate reports based on the click activities of these links?

Can we capture click activity of links in landing pages that are used in emails ? Is there a way to generate reports based on the click activities of these links ? I can see Reports for landing pages ...
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1answer
64 views

Report number of subscribers in Data Extension

Hope you can help. I have my subscribers with an active consent transfered into a Data Extension in Marketing Cloud daily, and I would like to have the number of subscribers in that Data Extension ...
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0answers
105 views

Failed to load resource: the server responded with a status of 404 (Not Found) - Unable to work on any reports

It was all working fine in my Trailhead playground but suddenly Im getting below error while working on Reports. Neither able to create any Report using New Report under Reports Tab nor edit any ...
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28 views

Social Follow link-clicks showing up doubled

I'm running some tests on an email in Marketing Cloud. If I click the FB social follow link, it reports that I've clicked it twice. Any help on this please?
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1answer
284 views

Whats the main difference between a report chart and a dashboard?

What would be the main difference between a report chart and a Dashboard? Report chart displays visual metrics too similar to dashboards, so I am trying to understand more about the two. Thanks ...
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1answer
41 views

Is there a way I can have internal emails from Salesforce sent via a different domain name?

I am having quite a major issue in convincing the IT dept to accept that emails from Salesforce, sent from users of Salesforce with their email addresses, are not phishing attempts. I have sent them ...
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18 views

Can't report on new field on custom object

I recently created a new object type and added a formula field for the Case Safe ID. But when I try to report on that object, the new field doesn't show up in the options for report columns. Why is ...
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1answer
69 views

Master-Detail Relationship causing problems with creating Related Records

We have a custom object to log our Activities with Customers. Until very recently, it had a lookup to that account. To better serve our reporting needs, I changed that lookup to a master-detail. Now, ...
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1answer
997 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 ...
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95 views

How can I embed a salesforce report(not a chart) in a lightning page?

I want to show a salesforce report on a lightning page. I have tried to embed a report in a lightning component by using iframe tag but it automatically opens another page. Is there any way to show ...
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2answers
1k views

Creating a Last Activity Date Formula Field

I'm looking to use Last Activity Date for a report that I am creating for my Sales team, but it does not appear to populate correctly. At least not according to what I've read in the literature posted ...
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1answer
540 views

The user license doesn't allow the permission: Manage Custom Report Types

I want users to create custom Report Type and Reports for which I have given Manage Custom Report Types permission along with other Permissions in a permission set. When I am trying to assign it to a ...
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1answer
321 views

Creating test class for apex (reports namespace) used in Flow action

I have a Flow which calls an apex class (via action). The purpose of the action is to grab a list of Lead Id's from a specific report. The reportID is passed to the class from the flow. Then, the ...
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1answer
143 views

Apex Class to Create a set of record ID's from a Salesforce Report

I have a report that lists opportunities. The report is currently grouped by row on OpportunityId field (though, a simple tabular report without any grouping would work for our purposes, too, if that ...
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1answer
501 views

Report Filters filtering only by created date

I want to Create some reports on Account object and i see as filter Created Date as well as to choose to filter between other date fields (find screenshot). I cannot lock this field or exclude it from ...
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1answer
600 views

Creating a custom report to measure how many replies were sent using RMM

I am trying to figure out how to create a (custom)report where I would be able to track how many subscribers and who (if possible) replies on the emails I have sent. Is it even possible? In tracking ...
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1answer
41 views

Profile with “Subscribe to Dashboards” checkbox still dont have the schedule option

I need to give a specific user to schedule a dashboard and have given the the access through profile system permissions but the targeted user still dont have the option. Is there any other way to do ...
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1answer
606 views

How to compute the average of a sum?

My report type is "As with Bs" where A and B are custom objects and B has a numeric field. In the report, I grouped the numeric field for A. I want to display the sum of this field for each A and in ...
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2answers
69 views

Report: Leads with same name and company

What SOSQL query can list Lead Names where the Name and Company have a duplicate. (to de-dupe Leads for the same person in the same company). This query won't execute as Count doesn't seem to support ...
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0answers
30 views

Case Standard Report Type

Is there a way to see how the objects are related in the 'Case' standard report type? For instance, is 'Case' the primary object, which is set to have one or more related Contacts? And is the '...
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1answer
62 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
49 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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1answer
195 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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1answer
292 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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1answer
21 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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0answers
16 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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1answer
159 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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1answer
19 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
30 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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1answer
949 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
62 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
75 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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2answers
349 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
234 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
142 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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1answer
135 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
27 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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1answer
364 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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1answer
131 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
142 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
291 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
422 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
192 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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0answers
110 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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