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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2answers
621 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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1answer
232 views

Reporting magic between Contacts and Activities - filtering joined reports across different criteria

We're trying to create what seemingly should be an easy report (and can't get it to work) where we measure the total number of user activities in the Contact object over the past 7 days by user vs the ...
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1answer
440 views

Customize Approval Report fields

We are starting to run Leads through an Approval process and want to report on them (of course!). Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, ...
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1answer
177 views

Dashboard to show hot leads daily

I've developed a formula that defines the quality of the leads for my company. You can find more in the following article: Case number range formula Now that I know who are my hot leads i want to ...
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1answer
509 views

Report - show Accounts that changed status

I have a picklist field on my account status: new, old, deferred I want to run a report on accounts that were not of status 'old' at the start of the period but are a 'old' at the end of the period. ...
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1answer
23 views

Reporting on calls that have been made against a lead?

I am trying to write a report that shows me the calls that have been made against a lead. I can only achieve this with all activities, but I want to just show the calls, but I cannot see the type ...
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0answers
50 views

Report Generated but email not sent

I have scheduled a report at 5:00 AM everyday. Looking at the "Background Jobs" I can see that my report has been generated but I did not get any email from Salesforce. While customizing the report ...
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1answer
884 views

Opportunity with Contact Role report does not retrieve all expected records

I have 1868 Opportunities. Every one of them has at least one contact role. When I do an Opportunities with Contact Role report I only get 1003 records. I expect to be getting more records, not less....
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1answer
261 views

Can Conga Courier send reports generated by Conga QuickMerge?

I am working with reports generated by Conga QuickMerge. I need to send these reports using Conga Courier. Is this possible? if so, how?
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2answers
588 views

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment?

How Can I send Monthly Lead Status report to individual lead owner through Email as an attachment ? Individual user should get notified with all open Leads. Email attachment should only consist Leads ...
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0answers
914 views

Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
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0answers
94 views

Adding tabular report to dashboard

As far as I understand from the research I have done on this all morning, it is not possible to put a tabular report on a dashboard that has a bit more detail than specified here: https://help....
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1answer
121 views

Report on Custom Object / Report Builder

I am trying to write a report on a custom object. I used the report builder, but when I select the data source, it is not possible to only select that custom object. I was wondering whether that is ...
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2answers
318 views

Conga Courier: Only Salesforce Administrators Are Receiving Conga Courier Emails

I just installed the 30-day trial of Conga Courier in Salesforce and I've set up the workflow so that each person receives customized report information. I've found that only Users with the System ...
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0answers
383 views

Histrorical Trend report on custom object - creating charts - missing Summary Format

Summary format is missing in historical trend report.But as you know, to be able to create charts, i need summary or matrix format. Is it normal situation for Historical Trend reports?Do you guys any ...
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0answers
42 views

Help need for the reporting

My requirement is to create a dashboard bar graph X-axis as createddate(MONTHLY) and the y-AXIS (RECORD COUNT) In the first image i had Groupby N EP/DPI: and write formula as ROWCOUNT/ROWCOUNT IN ...
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0answers
101 views

In a report how do I add a filter of type String having comma seprated values e.g. 'Cats,Dogs'?

Salesforce considers 'Cats,Dogs' as 'Cats' or 'Dogs'. This link suggest putting the string value inside double-quotes, which I've already tried without any success.
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0answers
1k views

Average column in matrix report

I'm trying to create report no 7 in the link below (Opportunity Conversion Ratio report) http://www.dmzinteractive.com/blog/10-must-have-sales-management-reports-your-salesforcecom-dashboard I'm ...
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0answers
268 views

Display 'Yes' in place of tick symbol and 'No' if not active in Product report

i need to display 'Yes' in place of tick symbol and 'No' for inactive product in my product report. In the screen shot below it displays "tick" symbol (i.e., default behavior of boolean fields) in ...
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1answer
58 views

Repor Types excluding records

I wonder about something: when admin create report types (including parent and child object ) with Each "A" record must have at least one related "B" record option and then create report. The ...
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0answers
117 views

better looking, cleare reports

I have a report (Summary format) which is sent to all managers each morning. I get many complains that the report (viewed in the email client) is not clear enough and does not look good. Are there any ...
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1answer
173 views

When logged into an org via the Subscriber's tab, why can't I see the the printable view / export to excel option on a report? [duplicate]

Possible Duplicate: What features are disabled when you log in to someone’s account using the Grant Login feature? As a Salesforce ISV Partner, when logged into a salesforce customer's org via ...
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4answers
6k views

Report for Accounts with Opportunities and Contacts

I'm trying to create one report (to be as a mailing list) that combines Opportunities with Accounts and Contacts but I can't find a way. I need all the Contacts for Accounts which have Opportunities ...
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1answer
333 views

Standard field Type on Task not available for Reporting

I want to build a 'Tasks and Events' Report. So I created a New report Standard field 'Type' which is a Picklist is not available to be selected when creating a report. What I tried so far Setup > ...
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1answer
2k views

How to create report that is built on multiple objects

So I've been given the job to create a report, that compares a target sales amount to actual sales amounts, and lastly to a funnel (which is taken from the SUM of all opportunities Estimated Net ...
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1answer
587 views

How to share report to specific profile

I am able to share report to specific user and all partner user: I want to share to specific profile which is profile of some partner user, and I will delete the sharing setting to all partner users (...
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1answer
470 views

How to develop the Matrix report in Visuafore page

Can we achieve the below by using VF page or some external jQuery widget. I have tried with Gant or dxhtml queries. but no works.
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1answer
1k views

Need to get a list of all scheduled reports/dashboards that belong to my organization, each with its running user

As we have a massive number of scheduled reports in our organization this information will be very useful in maintaining the report schedule. Some users are inactive and some reports are failing due ...
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1answer
180 views

Is it possible to create a custom chart type in salesforce (one that can be used in reports)? [closed]

Salesforce reports lets you pick from a number of chart types (bar, line, pie etc), is it possible to extend these types for my org? I want to create my own chart type and make it available in the ...
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1answer
657 views

Facing issue in Salesforce Summary formula report

I have created a custom number field in case object . It is called Overall Minutes When I run a report, I get the sum of all the minutes at the bottom. I would like it to be displayed as hours and ...
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1answer
479 views

Trailhead - “Using the Report Builder” challenge. “Stage” field not available in reporting?

I'm doing trailhead "Using the Report Builder" module and I'm stuck on the challenge since I cannot add Stage as a Filter and I don't know wth is going on. Anyone went trough this?. Thanks!, Nahuel
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1answer
83 views

Need to Remove 'View Report Link' from dashboard in salesforce lighnting [closed]

I have a situation where I don't require 'view report link' in my dashboard view
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1answer
167 views

How to bring salesforce report in .Net website?

I want to display salesforce report/dashboard in my website. or any way to get report data with partner api? Can any one help me? Thanks, Bhavesh
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1answer
647 views

Use group by and limit at the same time in Salesforce report

Good day everyone, I have question about salesforce Report. Suppose I have a product object with field product_name and quantity. Now I want to create a report that will get the total quantity of ...
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1answer
68 views

Reformatting Reports in Excel & setting Proper case [closed]

When I export a report from Salesforce into Excel, I am unable to make any field proper...it will just display =proper(A1) It won't actually change A1 from lake tahoe to Lake Tahoe. Please help!! ...
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1answer
540 views

How to use report result as input to Batch Apex

Let's say I have a report with a specific result. Now i want to process this result in a batch process when the user triggers a order-button/link. Is there a way to have a button on the report page ...
-1
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1answer
145 views

How can I Schedule the sales report on yearly…?

I generate a yearly sales report that I want to schedule it to my manager yearly. But in salesforce schedule runs I found daily,weekly, monthly options. Is there any option to schedule the report to ...
-1
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0answers
18 views

Marketing Cloud/Journey Builder Reports with Exports of Metrics [closed]

Is there a way to export the Journey Builder Reports meaning when viewing the metrics and UI of a Journey to pull those into reports or have them in a way that is easily accessible and shareable. ...
-1
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2answers
895 views

Convert text to a Date with just Month and Year fields on row-level formula on report

I am trying to convert month (picklist), year (text) to a row-level formula date field and setting the DD as "01", but values for the column are not populating. Row-level formula: DATEVALUE("...
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1answer
30 views

Report Automation

I want to add 2 more reports and also need to send that report to different users(1 report for some users, another report for some other users). please help me to create global class Exporter ...
-1
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1answer
620 views

Can we clone/edit standard report type in Salesforce?

I want to add a new feild to standard report by default without drag and drop from report builder. For custome report types,I am able to do this . How can I achieve this for standard report types?
-1
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1answer
197 views

Customize a report with filter on parent object

I have an object child_to_account__c and a report is already created on this object. Now, I have to include a filter in this report such that the user can enter any value they wish and execute the ...
-1
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1answer
1k views

is it possible to send the reports via email that is available in contact object emails

i need to send the reports to contact email as an attachment in every week. it is possible to send the reports to users mail id but how to achieve this problem. i don't know how to retrieve the ...
-1
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1answer
305 views

Get the Report ID from a Dashboard Component

I have a list of Dashboard Component IDs and need to get the Report IDs from them to create a new Visualforce page with those reports. How would I get the Custom Report IDs knowing the dashboard ...
-2
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1answer
1k views

Report: Last Activity date 30, 60 day

I'm trying to run a report and group them by 30, 60, 90 days last activity date. Do I filter by 30, 60, 90 day or how should i do this?
-2
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1answer
44 views

Can this below dashboard be devloped with Standard Salesforce functionality?? [closed]

Can this below chart be developed with Standard salesforce features. 1. Chart should allow negative values in Y-axis. 2. X-axis should allow more than 1 system for each unit as shown in image. 3. ...
-2
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1answer
11 views

Finding Figures From the Past

When compiling reports, I need to use data from 12 months ago. When back dating to the previous fiscal year it gives me updated figures. How do I find past figures?
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1answer
44 views

Create a report to show on an account [closed]

I want to create a report that shows as a report chart on the component. However, I don't know how to create a report for just one account. I want to create a Pie Chart, which shows the following ...

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