People who code: we want your input. Take the Survey

Questions tagged [reporting]

General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.

Filter by
Sorted by
Tagged with
54
votes
6answers
28k views

Can report data be accessed programatically?

Is there any way to access existing reports and their data to be used in apex? Sure, I could write the SOQL manually but if I want it to mirror a specific report I would have to make code changes ...
42
votes
4answers
20k views

Scheduled reports as attachment

Is there any workaround to send out scheduled reports as Excel attachment than actually embedding it within an email? Salesforce scheduled reports embeds the report in email making further drill down ...
17
votes
4answers
6k views

SOQL - query a query

We're in the process of converting an Access DB to Salesforce, a lot of our reports are built from querys of querys. For example, we want to produce a report that shows some fields from the parent ...
13
votes
2answers
813 views

What is the logic for the automatic creation and update of “standard” report types for custom objects?

Question What is the detailed logic for when a "standard" report type is created/updated for custom objects or custom relationships? Background When custom objects and custom master detail ...
12
votes
1answer
3k views

Schedule and Run a Report as an specific User from Apex

Background What we are trying to accomplish is to run daily some specific reports as an specific user. So far From a lightning component we are allowing the user to select a reports list. Once the ...
12
votes
2answers
3k views

How to Report a Salesforce Issue

While creating report in Salesforce, we can add the date filter to filter the records. This is allowing from date as today and to date as past date. The Salesforce should throw validation error in ...
12
votes
1answer
5k views

What exactly does the “Allow reports” checkbox do

When creating a custom object you get the chance to "Allow reports", by clicking the checkbox. Can anyone tell me what the checkbox does, exactly? The reason I ask is because I have created some ...
12
votes
2answers
3k views

Populating filter criteria and custom filter logic on Reports through URL

I have a custom report saved with no filter criteria. When calling it, I populate the criteria through the URL, so that the final URL looks something like: https://na7.salesforce.com/00OA000000xxxZG?...
11
votes
3answers
20k 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.....
11
votes
2answers
898 views

What is the URL parameter for populating Cross object filters on reports?

I'm familiar with the standard report URL parameters (pv0, pc0, etc.) as discussed in this question but they don't appear to work for cross object filters. I am reporting on Accounts and trying to ...
10
votes
1answer
4k views

Is there a way to get the SOQL behind a report?

I have a (reasonably) Year on Year analysis summary report that I use in Salesforce and I would like to create this report in SOQL or at least create the SOQL equivelant to return the same results, ...
10
votes
1answer
4k views

How to create Report (not report data) in Apex Test Class without using SeeAlldata=True?

Joint Report is not supported in lightning.So in our org we have an existing reports in which we pull the data from it and pass it to lightning components so that lightning we can show joint reports. ...
10
votes
1answer
5k views

Visualforce embedded report - isdtp parameter options

It's possible to embed a report in a Visualforce page with an iframe: <apex:iframe src="/00OR0000000kA48?isdtp=nv" scrolling="true" height="1588px" width="100%"/> I've found a few different ...
10
votes
1answer
5k views

Report Folder Sharing setting SFDC bug?

Background We need to configure a folder "Company X Reports" which has to: Everybody can view One profile called Supervisor can clone reports from there and save only in "My Personal ...
10
votes
1answer
2k views

Report on Scheduled Reports

Is there any way to get a list of all scheduled reports and the schedule they run on? I can get a list of reports under Monitoring > Scheduled Jobs, but that doesn't show me the schedule they run on. ...
9
votes
3answers
12k views

How to mass delete old reports? Options

I want to mass delete old reports that haven't been run in over a year. I am not a developer and do not want to learn IDE Eclipse. Is there another way using the DataLoader?
8
votes
3answers
11k views

Access reports though api

I'm looking for examples of how to query the salesforce rest api, to get the values from these reports. Reading this site, gives an example, but not much explanation. curl https://na1.salesforce....
8
votes
2answers
11k views

best practice - report folder management

I am relatively new to Salesforce System Admin role and wondering if anyone would be willing to share best practices for managing report/dashboard folders. We have only been live since September 2013 ...
8
votes
2answers
9k views

reports embedded in visualforce not showing

I have a few reports embedded in visualforce page using iFrame. Due to this new release of Spring '14, iFrame has stopped working and now these visualforce pages show blank screens. Can anyone help me ...
8
votes
1answer
2k views

Reporting: Grouping by Date (Calendar Month) without omission of empty months

I'm generating a series of RevenueItem__c objects, which are master-detail related to Opportunity. The series is sparse: there are month with and without RevenueItem__c objects. Even gaps of many ...
8
votes
1answer
1k views

Can you add a custom button on delivered Report Page in Salesforce.com or custom link?

Can you add a Custom button on a OOTB Report Page in the same line where u have Run Report button? OR Add a custom link along where you have 'Help for this Page' link?
8
votes
2answers
4k views

Accounts with many-to-many relationship with accounts — how to create a report on contacts

I'm setting up an org that has a many-to-many relationship between "buyers" and "sellers." I'm using the Account object for both buyers and sellers and set the Type field picklist to have the choices ...
8
votes
4answers
5k views

Hide Report Types from Users?

I know that Report Types are hidden from Users who don't have access to the underlying objects. Is there a way to block Users from building new reports with standard Report Types? Use Case: We have ...
8
votes
1answer
7k views

Long Text field in Report Workaround

So I know that Rich/Long text fields will automatically get truncated when running a report in the UI or when trying to schedule a report. I get this and think this is something that should be in ...
8
votes
1answer
2k views

issue with joined report grouped by owner

Data Model the standard Opportunity object custom object called Objective Both have an owner field. Problem Wanted to make a joined report as follows: Opportunities with Products as primary ...
8
votes
0answers
447 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 ...
7
votes
4answers
19k views

Custom Object is not visible in report making option

I have a custom object "BD lead" . When I try to make a report for this object, I am not able to find this object in report builder.
7
votes
2answers
3k views

is it possible for an admin to access or report on the login records for users in salesforce?

is it possible for an admin user to create a report on the login records for users in salesforce? I want to be able to analyze the login records for particular users, to a analyze login frequencies ...
7
votes
5answers
389 views

What are you using for reports? Surely not the built in mess

Is there a good 3rd party application or plug-in to generate decent looking reports with the options and features we need like putting summaries on bottom of the groups, changing colors, fonts, etc., ?...
7
votes
3answers
4k views

how to access report filters, programatically

I know you can access the data in a report's DATA programtically, but how do I access the filters? Basically, I want to transform the report into a soql query
7
votes
2answers
6k views

How to dynamically change the currency used in a report summary?

I am running some reports (tabular in this case, but can be any). The grand total field is calculated, according to the "Show Currency Using.." on the report builder. As we have partners/users ...
7
votes
1answer
243 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 ...
7
votes
3answers
2k views

Report Type Clean-Up

We are planning to do a clean-up of our report types and are looking for any recommendations/best practices around this. Could you help us with the following questions: We noticed that when you ...
7
votes
1answer
6k views

Create reports programatically with apex?

Winter 14' gives the ability to run and get report data, but I can't find anything about creating reports dynamically in the API documentation - http://www.salesforce.com/us/developer/docs/...
6
votes
4answers
2k views

How to get accounts where their contacts has no email address?

I need to report on all accounts, whom have not a single contact with email. e.g., an account may have any number of contacts, if neither of the contacts has an email, I want to see that in a report. ...
6
votes
1answer
5k views

How to include a report in a VisualForce Page

I have to include a Pie Chart Report in a visual Force page. I tried to use with a iFrame tag. But seems like its working . <apex:page showHeader="false" sidebar="false"> <apex:iframe src=...
6
votes
2answers
5k views

Is it possible to report on email turnaround time in Salesforce?

I am new to Salesforce reporting. I have what seems like a simple requirement to report on, but I am not sure if it's possible to do in Salesforce or, if it is possible, how to do it. The ...
6
votes
1answer
3k views

Query for Emails sent in the past month, unsubscribes opens, clicks for each

Ok this seems like it should be a fairly simple query, but I'm not getting anywhere. What makes it worse is that all the data is stored in several tables. I basically need to recreate the monthly ...
6
votes
1answer
6k views

I get this error when deploying reports. Why?

I get this error when deploying reports. Why? Action: NO ACTION Result: FAILED Problem: filterlanguage: Invalid value specified: 1.
6
votes
2answers
3k views

How can I get a report to return more than 2,000 rows using the “ReportResults” class in the “Reports” namespace?

Using cues from the sample here: Sample in Salesforce Documentation and the tutorial here: Blog by Modelit with great sample I wrote some code to go through a report in which the first column is ...
6
votes
1answer
2k views

URL hacking a report to pass a Date Literal filter value vs an actual date

Though not well documented by Salesforce, it's a well known fact that record pages and saved reports can be dynamically altered by passing URL parameters. For example, with a tabular report whose ...
6
votes
2answers
2k views

Required value missing - sourceValue

I am receiving this error while deploying Reports through ANT. After investigation I found that the below 'backets' tag don't have tag 'sourceValues'. However the thing is that I have just got ...
6
votes
4answers
3k views

Scheduled reports to be sent to an specific email address (not a licensed user)?

We need to schedule some reports to be sent every month to an specific email address. Is it possible to an email address that does not belong to a licensed user?
6
votes
1answer
1k views

How to decode fact map for matrix report using Analytics API?

Trying to pull out a List of IDs from a matrix type report. I think I understand Tabular and Summary type reports but I am lost on Matrix type. Here is my code: private List<Reports....
6
votes
3answers
435 views

Create a report with unique country names and total number of unique countries

How do I create a report with the unique countries that exist for all users? So that the Grand Total represents the unique number of countries. In other words 'I want the total number of unique ...
6
votes
2answers
1k views

Force.com ide for Eclipse not refreshing reports/email templates from server correctly

My reports aren't refreshing from the server correctly via eclipse. Within eclipse, no matter what I do, I can't get the "subscribed to new reports" to show when I click the box. I've tried the ...
6
votes
1answer
2k views

Standard Field not shown in Standard Report

Using the standard report object: Opportunities, I need to group by the standard field: AccountSource. The field is visible to all: and required even However, when using the report builder, the ...
6
votes
1answer
1k views

Client Id blank in “API Calls Made Within Last 7 Days”-Report

we have created a connected app, when running the "API Calls Made Within Last 7 Days" - Report, the report doesn't show the name of our app in the column client id (see picture). What do we need to ...
6
votes
1answer
166 views

Accessing report info from reports stored in the new Fine-Grained Sharing Folders

I use the servlet.ReportList to get report information for reports in folders with AccessType = public. SFDC introduced a new Fine-Grained Sharing for Report and Dashboard Folders (Summer 13 Release ...
6
votes
1answer
913 views

Determining which Dashboards have not been run in a long time

I have to create a report on Dashboards which haven't been run in a long time. I could not find last run date on Dashboard. How can I create this report?

1
2 3 4 5
30