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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Junction Object to create many to many relationship between Tasks and Accounts?

I need to create a many to many relationship between Tasks and Accounts. The goal here is to relate many Accounts to a single Task - and also be able to report on this cleanly - ex: "User(assignedTo) ...
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1answer
4k views

Reports and formula fields

I read this very helpful article, Designing Dashboards and Reports for Force.com Implementations with Large Data Volumes I have one question regarding formula fields - if I use formula fields instead ...
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3answers
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Reports for two lookup objects that relate to a parent

I got a request this week from our customer service group that stumped me. We use person-account, case, and a custom object called order (that person bought something). Both case and order have ...
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1answer
107 views

Can I use more than one “USING SCOPE” clause?

I am using this query to get a list of old reports in private folders and I am wondering if I can include public folders also. Here is the query: SELECT Id,name,LastRunDate,owner.firstname,foldername,...
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1answer
1k views

Report chart filters and filter conditions

I am using a visualforce page on which i am displaying a reportchart using analytics:reportchart. I am specifying the 2 filter conditions in the filter attribute. <apex:page> <analytics:...
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1answer
2k views

How to find Find Scheduled Report Recipients from the code

We have many schedule Reports and Dashboeds. We need to find the Recipients for all reports from code. Doing it manually will take too much time. I have search for all objects in workbench and did ...
4
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1answer
1k views

Hiding an Account record from searches and reporting?

Is there any way to hide certain Accounts from the Global Chatter search and reporting? Essentially I want to "deactivate" an Account, so the information is still there, but it doesn't show up in ...
4
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1answer
197 views

Does salesforce update LastRunDate on report when we execute report via API (HTTP) and analytics API

Does salesforce update LastRunDate field on report when we execute report via API (HTTP) and analytics API basically wanted to clean some reports in org, but do not want to delete reports which are ...
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1answer
2k views

Add to Campaign not showing on report

We have a custom object called Application that is a child of the Contact. When we build a report type linking the Contact to the Application object and then generate a report from that report type, ...
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2answers
1k views

HTML Email Status for mass emails

When creating an HTML Email Status report I notice that I'm not getting the records for emails that were sent in Mass Email (e.g. Mass Email Contacts) Who can I report on Email Status for such mails?
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1answer
6k views

Can I create a custom field in a report

I have a report on events which includes three checkbox (Boolean) fields: Attended, Canceled, Waiting List. I would love to either create a custom field for just the report or a bucket field with ...
4
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2answers
536 views

How to group by opportunity owner Direct Vs. Indirect?

I need to report on our opptys, and group by our Direct Vs. Indirect ones. Each oppty is either owned by an employee or a partner. Each Account is either owned by an employee or a partner. Which ...
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3answers
162 views

How to create that report?

I have a custom object: License with a Number field of: Version (9,10,11...) The License object is a related list ( with Account as Lookup field). I need to create a report, that shows only accounts ...
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3answers
6k views

Need count of unique field values by month

I have a table called Referral Entry, which records a specific referral of one patient from one physician to another physician. Each record has a MRN value, which indicates the patient number. Since a ...
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3answers
12k views

Download a report using python

I have a report that I want to download in a CSV format using a pyhton script. I searched the web for solutions, but none of them worked. This one looked very promising and simple, but unfortunately ...
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1answer
1k views

Can we create report folders through Apex

I like to create a report folder via Apex trigger/class is it possible. Thanks in advance
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1answer
2k views

How to remove the currency symbol form the Matrix Printable view?

While I can always export a report's raw data, and create the Matrix/Pivot table in Excel, This misses the point of using SF as a wide tool. Currently, in the Matrix report I use the "Printable View"...
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2answers
9k views

Conga Composer not returning rows from Salesforce report if master object id not used

I've used Conga Composer for some time, but I've a new use case and issue that seems obvious but has me stumped. Basically I want to include a Salesforce report but not have any dynamic filtering of ...
4
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1answer
704 views

How to report on 3 or more objects that have no relation between them?

Problem I would like to report on related Data in four different objects in Salesforce. The objects have no relations between each other. Apex code is populating some information from an object to ...
4
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1answer
2k views

Need help understanding joined reports

I was looking into joined reports and need some understanding of how the common fields are set. For example I have a opportunity and Lead report types in my joined report. I also have one custom ...
4
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1answer
145 views

Expose filtering to users of a joined report

Is it possible to expose the filters on a joined report to the end user without forcing them to customize the report? My use case calls for the someone to be able to filter by a date field on each of ...
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0answers
605 views

Reports seems to be very slow in the new Spring 19

We have tried a bunch of reports after Salesforce upgrading to Spring 19. It seems that reports with more than 500 rows have a significant slowness in lightning experience. I am aware of this known ...
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0answers
147 views

Deployment of Community with reports issue

I have a customer community with the standard community page, where I have component Report Chart which references specific report. I'm deploying Community using Metadata API. I have included ...
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0answers
168 views

Blank Page while viewing Report in Lightning Community using customer community plus license?

We have created a portal based on Lightning Community (Napili) template. We would like to allow users with "Customer Community Plus" license to access report using the following URL: https://<...
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0answers
600 views

Embed report chart in a Lightning component to parametrize its filters

I have a report which doesn't filter by Lookups but by String field values. I want to show this chart on the record pages of a related record. But I am not sure how I pass in filter criteria into the ...
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1answer
603 views

Subscribe users to reports run as themselves using API or Apex

I am searching for a way to automate a time-consuming task for an administrator on my team: subscribing numerous users to reports ("Schedule Future Runs", Salesforce Classic). The need to for each ...
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1answer
4k views

Report Type – Ant Deployment Errors (Invalid Field Name & Duplicate Value Found)

I am trying to deploy Reports and Dashboards via Ant tool. I get this error for Report Type reports/JMT_Reports/Expiry_and_Renewal_Status.report -- Error: Invalid field name: Lease_Unit__c$...
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0answers
80 views

What is the best way to upgrade logo of application and report in managed package?

E.g. client A have managed package v1.0 installed. Then you are releasing v1.1 with app logo changed. Currently, when you upgrade client A with v.1.1 logo won't be changed, since Document component is ...
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0answers
259 views

This Developer Name is invalid Error in salesforce 1 Error

We are showing a Report chart on Record detail page, it is working fine on browser(Desktop) but when we try to open this detail page on Salesforce 1 that time it's showing above error. This developer ...
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0answers
633 views

Report CSV export from API [duplicate]

Right now we are using Beatbox for the connection between Python and Salesforce. We were wondering if its possible to get the csv file from the report export using the following URL using Python ...
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3answers
1k views

Clearing out fields which are nearly or never used

I have noticed that on each object, I have like 20-40 custom fields. Some have clear names, while others are so esoteric that I have no clue why they were created, and or what are they used for. Is ...
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2answers
16k views

apex program to create and download a file

So I'm trying to find a way to download a report from salesforce programmatically, to a local machine. so, I've found the XMLStreamWriter class, and am writing the XML just fine... I'm just wondering ...
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2answers
3k views

Using SOQL, how can you tell what folder a report is in?

The title says it all - how can you tell what folder a report is in using SOQL?
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3answers
6k views

how can I report on report types in salesforce

I have accumulated scores of custom reports types within my org and some of them I think are obsolete, therefore I would like to remove them, however, in the interest of integrity, I would like to ...
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2answers
2k views

Reports in Customer Portal

Clicking Reports tab in Customer Portal says: Insufficient Privileges You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the ...
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2answers
4k views

Is there a way to report on attachments?

I've got a custom object that might have one or more attachments. I'm looking for a way to report on how many attachments there are on each record. I've done some research, and it looks like there's ...
3
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1answer
2k views

What causes an object's formula field to become unavailable in reports?

I have a situation where formula fields become unavailable to me when I create a report, and I'm not sure why. Here is the scenario: When I try to create a: report on Accounts -- Formula Fields are ...
3
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1answer
3k views

Is there a custom direct link to download/export reports in one click in lightning?

Is there a link that allows you to directly download a report in LEX (lightning experience) using a single link? In classic, I would use https://org.my.salesforce.com/report_id?view=d&snip&...
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1answer
2k views

Export Salesforce report data into PDF format in APEX

We are using report namespace to extract the Salesforce report data into csv using APEX. (There are no vf pages). Is there any way to write code in APEX to export the Salesforce report results into a ...
3
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2answers
791 views

Is there an effective way to export Test Coverage result

Although this idea has been talked in Salesforce success community for a long time, currently there is still no Salesforce supported way to export Test coverage report. So is there any third party ...
3
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1answer
14k views

how to show top 10 records in a report

Is there a way to show top n records in a report output, based on a column value that is sorted in a desc order. Please suggest. Here I'm using Joined report.
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2answers
2k views

Refresh dashboard with action or URL

Is there a way I can initiate a dashboard refresh from a VF page remotely? Is there an action or a URL I can use to refresh a specified dashboard? I want to recreate the refresh dashboard button on ...
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5answers
3k views

How to report on Multiselect field frequency

When selecting fields in a Multiselect - every combination is counted as a single value in a report. There are some ideas to update that behviour, but I wonder, if anyone has a workaround, where I ...
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2answers
2k views

Too many filters - You can only create up to 20 field filters : on a Tabular Report

I am creating a Tabular report on Contacts. Contacts object has got many customized fields as well. I want to list few details of all my contacts (contact of type 'Student') who has got certain fields ...
3
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1answer
507 views

Color-coding lookup values

When working with picklist options, you can assign charting colors. Is there a way to do this for Lookups? Example: Our Opportunities have a Lookup to a custom object, Program, which internally has ...
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1answer
989 views

Tracking user activity for illegal usage

I have a user in SFDC who has probably downloaded some of our SFDC data illegally on unauthorized computer. Any way to see what user visited, downloaded in past?
3
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1answer
489 views

Why is the mass delete of reports function not removing reports?

Per the Summer 14 release instructions I've found in Stack Exchange I am trying to delete a large quantity of reports using the mass delete function. I open setup then 'Data management" then 'mass ...
3
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1answer
859 views

Using SOQL, how can I tell which dashboards have not been used in the past year?

The title says it all, really - I am looking at hundreds of dashboards (literally) and I want to find the ones that aren't being used and kill them. Any thoughts? Thanks!
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1answer
2k views

how to identify which dashboard is using a particular report

I have a few reports i want to delete, but some of these reports are been used in dashboards because of which we are not able to delete them. Is there a way to identify which dashboard is using a ...
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2answers
1k views

Can we create dashboard without reports?

Can we create a dashboard (like pie chart or bar chart) without reports? i meant through visualforce code using map or list as the input for the dashboard component? Thanks, Baskaran

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