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
88 views

Can I build a report that shows a middle range of values?

One of my users needs to report on the middle 80% of test scores. What this means is that she needs find the range that is left when dropping off the low 10% and top 10%. Is this possible within ...
3
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1answer
993 views

Salesforce REST API Call

I'm just testing the REST Reports & Dashboards API using Workbench and I tried a quick test to download the results in a Formatted Excel format. I used the source code provided in the sample PDF (...
3
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1answer
1k views

Find Reports On A Specific Object?

I am trying to hunt down Reports on a specific object and having trouble finding this information anywhere. The Report object does not seem to have any fields that indicate the Report Type, nor any ...
3
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1answer
276 views

reports.InvalidFilterException while runnnung Reports.ReportManager.runAsyncReport()

I'm getting a reportFilter exception up to this it was running fine. And I can not able to find where is the problem exactly. According to the client this problem is introduced after the winter 17 ...
3
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1answer
1k views

How can I track REST API usage by 3rd party application?

I am running out of API calls. I want to know what apps or processes are using API calls. I am not writing an app, merely using apps from the App Store. I can see how many API calls have been used, ...
3
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1answer
658 views

System.LimitException: reports:Too many query rows: 50001

I am getting this error when I try to run report in apex like this : Reports.ReportResults reportResults = Reports.ReportManager.runReport(reportId, false); Because, the report has more than 50,000 ...
3
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1answer
97 views

Reporting on Chatter

I need to be able to report on files posted to Chatter. It doesn't look like you can through Chatter activity reports. Is there a best way to go about this? Thank you in advance!
3
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1answer
1k views

Converting Decimal into Time

we have a report that is giving us the time as 13.95 when we figure out the average. We would want it to list as 13:55 How would we do that in a report formula field?
3
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1answer
2k views

dashboard filtered by the current logged in user only

is it possible to create dashboard filtered by the current logged in user only ? For example when a user logs in, he should see records created only by him and not everyone else's... Please let me ...
3
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1answer
622 views

Where is the grouping value in the Analytics API results row?

I'm trying to create a visualforce page that renders a table based on a report with the analytics API. This is the code that I use to print out the aggregation rows: <apex:repeat value="{!...
3
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1answer
267 views

reporting on email-to-case settings

I have several hundred email-to-case rules already set up. I am trying to find an email-to-case rule that is setting a case field (case origin) to a specific value. How could I find this? IMHO the ...
3
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1answer
62 views

How to distinguish activity on an account?

We have 2 workflows that collide: Sales team are looking for neglected accounts, based on "Last Activity" < last 6 months. Marketing team are sending mass emails through campaigns etc, to the same ...
3
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1answer
1k views

Can't group by Date in a joined report

I have a joined reports that has 2 blocks comparing the same custom object with different filters. The grouping field is called Date and is of type date. When I add a third block, with another custom ...
3
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1answer
156 views

how to expose a report via high volume portal?

Is this possible to expose a report via the high volume portal? Are there any visuaforce/apex examples of how to do this?
3
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2answers
1k views

How can i identify the value for pc on report parameters when i use pc, pn and pv parameters to filter

How can i identify the value for pc on report parameters when i use pc, pn and pv parameters to filter on the report? I am able to identify the names of standard fields, but unable to parse the ...
3
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2answers
2k views

Business Hours In Reporting

Does anyone know of a way to use Business Hours for an Age variable within a report? I did some research and finally halted when I ran across: SF Help Article About Support Hours ...of which the ...
3
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1answer
2k views

Count Unique Email Addresses In Report

Along the lines of a previous question that was solved: Counting parent records in parent-child report I am trying to produce a report which currently is Matrix, is grouped by Email Address on the ...
3
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1answer
72 views

Fields in a report browsable but not searchable?

One of my users is trying to build a report with the report "Opportunities with Contact Roles." It's a standard report, I think. when they search to add the field to the report it doesn't come up, ...
3
votes
1answer
67 views

End of day Data aggregation?

Is there a way to create an "end of day summary" of a user(s)? It would be something to the effect of a dump of all their conversation history, posts, likes etcetra. I'm using PHP as a serverside so ...
3
votes
3answers
2k views

Gauge Dashboard Component Always Pointing To Max

How to develop gauge dashboard component which will tell me how many records have a blank value in a particular field? E.g., if there is a total of 100 records in a custom object, and one field is ...
3
votes
1answer
334 views

How-to: Package products as a single product - AKA - CPQ

I have received a request from Sales/Marketing: They need to package several of the products we sell as a single product/Combo - and give it a promotion price for a certain period. It's an addition ...
3
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1answer
672 views

MobileConnect reporting for Journey Builder sends broken after the June release

The challenge How to get campaign names (and possibly SMS names) to be displayed in the SMS Message Detail Report for SMS messages created in Content Builder sent out of Journey Builder? The Impact ...
3
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0answers
37 views

Report snapshots monthly with the filters

I would like a month-end snapshot of each report so that if the new data is added the report can be seen again with the old data and able to compare them with filter also. This is like freezing the ...
3
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0answers
280 views

Report data truncated in Apex

I have a client who has asked me to run an automation based on some report data which includes long text fields. I was playing around with sample code: String reportId = 'insert a tabular report ID ...
3
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1answer
556 views

Dashboard for objects of multiple types

I have a dashboard with few reports on the Lead object. I want to create a similar dashboard for cases. The custom fields that I'm using for the dashboard are common to both Lead and Case objects. ...
3
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0answers
274 views

Conversion Tracking accumulate

I am working on Conversion Tracking through Marketing Cloud and have been able to populate the report with the data I am looking for except for values that I set as accumulate = false do not appear in ...
3
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0answers
552 views

Combined report for multiple business units

I've got a Salesforce instance that has a few dozen business units within it. Is there any way to generate some of the more basic reports (email sends, email sends by user) that would aggregate ...
3
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0answers
280 views

Rolling Back Enhanced Notes and Notes Reporting

My client has enabled Enhanced Notes in their org, but are now experiencing all the reporting limitations associated with new feature. They want to pull reports with actual text entered in note, but ...
3
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0answers
1k views

Display report in visual force page

I want to display report table in visualforce page.I am looking for solution that available but so far I found : Using Iframe : This serve exactly what I want but I don't want to use iframe because ...
3
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1answer
97 views

Pass Report Criteria (picklist value) with links in VisualForce

I am passing report criteria in a VisualForce page with an outputLink. It works fine where i pass a blank / true / false but when i pass a picklist value, the value does show up in the report filter ...
3
votes
2answers
2k views

Expose Report/Dashboard data into Public Sites [duplicate]

Is it possible to expose report or dashboard data embedded into visualforce page and place it in Public force.com site? If this is not possible then please provide me an example to build a custom ...
3
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0answers
698 views

How to display a Funnel Chart with Grand Total values?

I am working on creating some Funnel reports, for Non funneled objects. I am working based on the idea posted by Luke Duncan I have the summary of the fields/stages that I want, and I want to ...
3
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0answers
874 views

Set filename when exporting report via URL

One of my favorite Salesforce reports tricks is that you can automatically download a report by adding URL parameters to the URL. A link like this will immediately download the indicated report in ...
3
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0answers
1k views

Report 'Custom Summary Formula': Can I apply the formula to only certain groupings?

Take a look at the matrix report screenshot from above. What we've got here is a custom object for forecasting, with a custom picklist called "record type" that differentiates between our Budget (ie ...
3
votes
1answer
552 views

ExactTarget - Salesforce Integration: Adding the report or Campaign to the 'Individual Email Results' record in Salesforce

I am asking the following on behalf a client. A features in a system requires the ‘Campaign’ and ‘Report’ field to be completed on the Individual Email Result (and for that matter on the ‘Email ...
3
votes
1answer
119 views

Create URL which opens up a specific report type within report builder screen?

The report builder page link looks like this for every report type: /reportbuilder/reportType.apexp For users that have the ability to create reports I'm wondering if it is possible to simplify the ...
3
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1answer
1k views

Unit Test for Report

I need to write unit tests to call a method that validates the content of a Reports.ReportResultsObject. Is there a way to create reports programmatically, execute them and use the Reports....
2
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1answer
9k views

Custom field in standard object not available in reports on that object

I have a custom field in Accounts called Total Quality Rating. When customizing a report with report type Accounts, Total Quality Rating does not show up in the field list. Why would this be?
2
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5answers
2k views

Tracking Custom Field History

What is the best practice to track Custom Fields' history on Custom Objects? Edit: Also, is there any way to include Field History in Reports?
2
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3answers
13k views

How do I report on History field tracking with Custom Objects?

I want to track the fields History that getting changed. i want the report that provide the old value of any field and also new value of that field. Lets i want to track the keyword custom field. if ...
2
votes
2answers
3k views

I am having trouble with creating a number range IF formula

I want My formula to show Tier 0 if lifetime account Revenue is between 0 and 999, Tier 1 if Lifetime Account revenue is between 1000 and 10000 and so on. Here is the formula I have: IF (...
2
votes
2answers
250 views

Can I display Salesforce report data in a graph in my Viewcontroller?

I am building a native iOS app using the Salesforce SDK, I want to be able to show reports as graphs, but there doesn't seems to be any resources on this. Is it possible to retrieve a summary report ...
2
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2answers
1k views

how is the report owner set?

In apex there's a field called ownerId on reports, that in some instances points to the folder that it's located in. How is this field set? Is it always going to be the folder that the report is ...
2
votes
1answer
2k views

How to create report with nested accounts and custom object?

I want to create a report that shows me details from all involved objects. The main object is an account (Record Type: 1). Each account is connected to one account (Record Type: 2) via a lookup. ...
2
votes
1answer
100 views

Can I modify the report menu?

In our organization, when you are looking at a report, the menu looks like this: Can this be modified at all? For example, I'd like to bring the Save As and Export out of the dropdown, or even add a ...
2
votes
1answer
1k views

extract year, month, day, from date field in a report? [closed]

I was wondering if it would be possible when creating a report to have individual columns for each portion of a created date field (column for year, column for month, column for day)? I know I could ...
2
votes
2answers
1k 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 ...
2
votes
2answers
564 views

Customize Report filters: 'Invalid date'

In both sandbox and production, no report can be customized or created as all date filters or date entries read as invalid date. Locale is US English Fails - new or customize any report Also - If you ...
2
votes
1answer
180 views

My Formula is not working in the Reports generation

We have a requirement that need to display the date&time when user select as 'Completed' from a Status picklist filed.I used below formula to achieve this.It is working exactly perfect in the ...
2
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3answers
119 views

Question about generated Excel Reports

"Copyright (c) 2000-2014 salesforce,com, inc, All rights reserved" This is what shows up when I export my report to an Excel file. Is it possible to change this? If it is (through a salesforce ...

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