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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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3
votes
1answer
508 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
885 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!
3
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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 ...
3
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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
3
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1answer
4k views

My team and reports

Quick question on reports. Reports on custom objects have an option to show "my team's custom_object_name" What drives the my team? is it role? can it be something aside from role? if it's important ...
3
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1answer
2k views

What's wrong with my Custom Report Type

I am trying to get a report of X-without-Y type kind of report. So I created a Formula field (Number,0) with value of '1' for every Object (Account, Contact, Oppty, etc ) I than created a Custom ...
3
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2answers
4k views

Which report type to be used to get time taken to close a case

I need to get the average time taken by each case worker to close a case in reports. I am not sure which record type is needed to be used. I tried using Case History record type, but each case ...
3
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2answers
5k views

How to create a Summary Report, without repeating the same non-grouped column data?

In our App, Opportunities object is used as "Donations" with custom fields. And our contacts make donations to our organization. So in salesforce terms, "Contacts" can make multiple "Donations" . Now ...
3
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1answer
4k views

Reporting on Multiple Related Objects

I am trying to create a report that will allow me to have a scorecard for a center-of-influence (generally an accountant or attorney) showing incoming and outgoing referrals to/from this contact. Our ...
3
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1answer
2k views

Marketing Cloud Reporting by Data Extension as Source

My instance of SFMC does not have Audience Builder configured. We want to send a single email to 5 segments each with their own data extension. To do this, we can set up a guided send for the email ...
3
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1answer
54 views

Lead Converted BY

How can I report on who converted a lead? I tried using the reprot type 'Leads with Leads with converted lead information but it doesnt have any field for "converted by" information. we do not assign ...
3
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1answer
2k views

Report on Contacts with community users

I create the community users from Contact - Manage External User - Enable Customer user. Thus, I'm getting new record in Users. Is there any way I can build a report on all contacts who has community ...
3
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1answer
5k views

Can i get the Lead ID once it has already been converted?

My BI colleague asked me to put if I can 2 new fields on account, both related with the lead that this account was before conversion. One is the Creation Date and the other is the ID of the lead. I ...
3
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3answers
5k views

Is it possible to create reports on external objects exposed via Lightning Connect?

We would like to pull in data using Lightning Connect and create reports in Salesforce on that data. Is this possible and what problems/challenges should we expect?
3
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3answers
3k views

How do we setup a report to show year-to-year comparisons by week or a particular date?

We have Salesforce with the Nonprofit Starter pack. Does anyone know how to do year-to-year comparisons (based on week) based on a particular date range? Please see image below for format of report we ...
3
votes
1answer
97 views

How can I get an overview of a users ownership and usage?

I am trying to get an overall view of a users ownership in SF. e.g. - How many accounts/leads/opptys a certain user has. I wanted to use rollup summary, but can't. In the user's page, all I see is ...
3
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2answers
107 views

Grouping on a multislect field

Is it possible to do a grouping on a report for multiselect field? What i need is if the selections are 'red,green,white' and 'red,white'. the grouping of 2 reds and 2 whites and 1 green records I ...
3
votes
1answer
777 views

Track Field Values over time

Is it possible to track the values of some fields on an object? What we want to have is some kind of overview where you can see what value a field has in every month of the year It could look like ...
3
votes
1answer
675 views

Can i filter records in a report with a criteria similar to limit n on SOQL?

I have a report pulling out multiple child records, grouped by parent, where i want just the first child record based on created date/time. In SOQL i would use "order by CreatedDate and limit 1". ...
3
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1answer
701 views

How can I set the data for a report testing?

I have a schedulable class that runs a report and send an email with the results of that report. Everything works fine when I'm testing it with the report filled with data, but when the report is ...
3
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1answer
4k views

Get more than 2000 record from report in Apex

I want to retrieve more than 2000 records from reports using apex code. I read saleforce report limitation and found 2 different thing. The API returns up to the first 2,000 report rows. The number ...
3
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2answers
1k views

Displaying date/times in report

I want to display the Date AND Time a document was created in a report. By default, Salesforce reports only display the Date portion of the "Created Date" field. Is there a way to get the Time ...
3
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1answer
456 views

Will Wave Analytics become part of Standard reporting soon/ever?

Wave Analytics is an amazingly easy to use and flexible way to analyse Salesforce data. Lightyears more advanced than the current standard reporting and dashboard functionality. Are there official ...
3
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2answers
2k views

"Outer join" like reports

I have a parent and child object. I want to create a report for these objects. I can create a report type for the objects. Now what I want is that for every child object, there is one row in the ...
3
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4answers
2k views

How to find the folder of a salesforce report?

Is there any relationship between salesforce Reports and Folder objects, to determine the content of the folder or find the residing folder of a particular report ?
3
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2answers
3k views

Insufficient Privileges when running report

I have a report running on Account. One of the users have access to the folder but not the report. The users profile has read, create, edit, viewall for account. I am quite baffled as to what is ...
3
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2answers
797 views

Filter on Accounts that currently have one product but not another

I need a report that will list out all of our Accounts currently under contract and use one product, but do not have another. I feel like there might be an easy way to do this and that I am possibly ...
3
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2answers
3k views

need to be able to find which records have notes & attachments

I have searched the web with no success of finding a solution for this yet. How can I report on an objects records to find which ones have notes and attachments?
3
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1answer
688 views

Is there a way to force the Analytics REST API to return groupings where all the values are zero?

I'm programming an HTML SPA which consumes data from Salesforce. I'm a web developer by trade, and this is my first experience working with the Salesforce API. Another company are doing the report ...
3
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3answers
4k views

Report summarizing by every month based on an active date

We have a custom object which we call 'Subscription'. It has the following: Start Date End Date We would like a report which can give us a breakdown of 'Active' subscriptions for the next, say, 6 ...
3
votes
2answers
1k views

With/Without Report Matrix - excluding nulls

I have a custom report type, it is a with/without report to do a vaguely exclusion scenario. We have: Account Custom Object - involves a date and a numerical count Made a matrix on a with/without ...
3
votes
1answer
14k views

How do get the count of distinct or unique parent records in reports?

I am building a report on 2 objects with a parent child (MD) relationship. How can i get the count of unique parents when i get the report filtered by some child objects field criteria. There might ...
3
votes
1answer
697 views

Dashboard/Report to display the data counts

I am trying to find out a way to report on all the data counts in the Organization. So one report to get all the objects and their data counts in the system. I don't see any standard way to built that ...
3
votes
2answers
2k views

Is there a viable workaround to allow reporting on the history of a child in a master-detail relationship?

I am already using a workaround to allow reporting on approval process steps (field updates to the record, track the history of the field), except that now I can't report on the field history that is ...
3
votes
1answer
44 views

Matrix report wrong summarized fields

Why is it calculating correctly the summarized amount for one of the fields (Invoiced revenue), but wrong for the Recognized Revenue? Only info I could found around was this idea, but not sure if it'...
3
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1answer
273 views

Disallow a User to Create Reports and Dashboards For a Specific Object

How can I disallow a certain user to create reports and dashboards for a specific custom object? I already tried profile settings, but there's only this Create and Customize Reports permission on ...
3
votes
1answer
81 views

Can I use the If-Unmodified-Since header to prevent duplicate report runs?

I see from the REST API developer page on conditional requests that I can add the If-Unmodified-Since header so that "the request is processed only if the data hasn’t changed since the specified date."...
3
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3answers
679 views

Formula works on page layout, but displays #Error! on Report

I have an issue. I have a text field to store survey completion date and time. I created a formula field to capture date only. DATEVALUE( completion_time__c) It is showing correct date on Page ...
3
votes
1answer
52 views

Advanced Reporting Question

We have a need to show how many of our Accounts have 3 or more Licenses. I am having a hard time getting this into a report. We have a License & Registration object that has all of our ...
3
votes
1answer
103 views

Report Customization

I've been working on a report for awhile now, and I've built it with the information to display that I need. The problem I'm having is that when I run the report The 3 fields that are grouped only ...
3
votes
1answer
442 views

Report as data source for Visualforce page

Is there a way to to access summary info (I do not want draw a report chart ) in visualforce page? Background: I want to manage a summary report in the background and expose only the summary ...
3
votes
1answer
869 views

Creating a salesforce report to identify sales reps that dont have any revenue in last 90 days

I am trying to create a report which would let me identify the sales reps who have not had any revenue in last 90 days. I am applying date filter of "Last 90 Days", and then a filter for revenue = 0, ...
3
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2answers
2k views

Report frame in VF page is empty

I have a report taking an object ID parameter to filter with. I'm trying to display that report in an iFrame in a VF page but the frame is blank. In the browser the following URL works: https://...
3
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1answer
59 views

Export the query with the reports?

I recieved this question from a user today, and in all fairness I see her point. I don't think there's a way to do this, but I 'd like to go back to her with something meaningful, aside from take a ...
3
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2answers
624 views

how much i can customize salesforce report

I created a salesforce report from "Reports & Dashboards" but I like to customize so that: I can change the label and color of columns Embed into an apex page so that I can use renderas='pdf' to ...
3
votes
1answer
838 views

Is there a JSON Schema available for the Analytics REST API?

Is there a JSON Schema (or similar) available for the Anaylytics REST API? I'm looking to generate strongly typed code for parsing the JSON responses. Usually I'd go with SOAP and WSDL based code ...
3
votes
1answer
3k views

Create a Report showing “HTML email status” by Leads Campaign

I need to generate a report showing parent/child Lead campaigns (and the email template used) with "Opens" from the HTML email status report. The report would show the Parent Campaign, summarizing ...
3
votes
1answer
723 views

How to make XML for mass deletion of reports?

I have to delete around 1000 reports reside in different folders.I know how to delete it with Eclipse. As per i know, I have to create a XMl of all these reports and then use destructive xml to delete ...
3
votes
2answers
572 views

On reports other than on object Case, i am unable to get created date and time in the report. Is this expected? Are there any workarounds?

On reports other than on object Case, i am unable to get created date and time in the report. Is this expected? Are there any workarounds? Or am i missing something. I am sure that createddate ...
3
votes
1answer
2k views

Passing Report Criteria with URL Parameters in a Deployment-safe Way

In this question, Jeremy mentioned that it's possible to pass complete report criteria by passing in the pc0, pn0, and pv0 parameters, corresponding to the object's field id, filter operator, and ...

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