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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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2
votes
1answer
77 views

Why do my objects appear with Object Id and Object ID?

I'm trying to do a report. However, whenever I want to use something like filter by name, this Name field doesn't exist, it is designated as being "Object Id", which is a lookup to "Object ID" (all ...
2
votes
1answer
862 views

Not able to subscribe to Reports? Keeps giving error!

I am getting following error when trying to subscribe to reports - "We couldn't set up your subscription. Try subscribing again. If you still can't subscribe, ask your Salesforce admin for help." I ...
2
votes
1answer
40 views

Is it possible to make a graph that shows number of contacts over time?

We want to add to a dashboard a graph showing how many contacts are in a report over time. So in May there were 12,000, in June 13,000, in Aug 12,500. I can create the report that shows how many ...
2
votes
1answer
963 views

How do you traverse multiple SObjects in a Visualforce email template?

I am having trouble creating an email template that requires the following field path: Contact-->Opportunity-->Account-->Factor Data (custom object on account). We are trying to put together a ...
2
votes
2answers
2k views

Filter Column on Analytic:reportchart not a valid filterable column

I have created a vf page with a standard controller equal to the Account Object. In the report that I am trying to bring in on the vf page it has the Invoice_History__c object and the Account object ...
2
votes
1answer
5k views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
2
votes
2answers
751 views

Report Custom Summary Field

Is there any way to add condition to custom summary field? What I want to do is get the total number of sale on each individual but I want to have another column which shows sales on certain type of ...
2
votes
1answer
2k views

Can i get person account fields in custom report type

In the report type considerations document available here, that Person account fields cannot be added to custom report type. Are these fields stored in the contact table? Can i use the add fields ...
2
votes
2answers
2k views

Grouping error with PREVGROUPVAL function

I am trying to create a month-over-month quantity difference report, but when I enter something like the following: PREVGROUPVAL(Quantity__c:SUM, Report_Date__c) I get the following error: You ...
2
votes
1answer
3k views

Insufficient Permissions to access a report?

Currently I am trying to access a report on salesforce that all users should have access to but for some reason I am not able to. The error that occurs when opening the particular report is: ...
2
votes
1answer
385 views

List of names of standard fields as seen in report/layout metadata

If you look at the metadata for a related list in a page layout, you might see something like this: <relatedLists> <fields>Nopulous_Gateway__c</fields> <fields>...
2
votes
2answers
2k views

Is it possible to suppress link tracking on a single link

We've instituted a custom unsubscribe solution for our email marketing. Since this link is an outbound link, SFMC treats clicks on this link in the same way as all other link clicks. Is there a way ...
2
votes
2answers
2k views

Cumulative value in report

I want to create report where you comparing opportunity amount each month in 1 year & cumulative amount for each month, for example: jan vs jan+feb. feb vs jan+feb+mar. mar vs jan+feb+mar+apr, ...
2
votes
2answers
106 views

Sales Team Dashboard

I need to change the dashboard called “Sales Team Dashboard”. The first top left dashboard needs to show as a percentage of goal. The graph should look similar to the below. One thing to note is ...
2
votes
1answer
605 views

User unable to see a column in a report

As an admin I have created a report and saved the same in a shared folder which is accessible by specific Users.(Basically a Public Group) When I log in as one of the user I can see the report but it'...
2
votes
2answers
2k views

Custom Report type with User and Case objects

I created a custom report type with User as primary object and Case(Case Owner) as secondary object. I am trying to build a report which gives Cases Count by Agent. Counts has to be the users(from two ...
2
votes
2answers
627 views

“Campaign - Opportunities” report - underlying SOQL or joins

Can someone tell me how to get the underlying SOQL (or atleast the joins) of a standard report type ? I have to make changes to the existing "Campaigns - Opportunities report" (standard) and I am not ...
2
votes
1answer
742 views

Case Article vs. Knowledgebase Case Article. What's the difference?

I am working with reporting on Knowledge Articles. One metric the business would like to see is cases being associated with articles. This is pretty straight forward and I use the CaseArticle Object....
2
votes
1answer
222 views

How do you report on Half Year 1 vs Half Year 2?

I would like to establish a way to be able to report and compare H1 (first 6 months of a year) vs. H2 in addition to the current options (quarters, months, weeks) for the most relevant date fields of ...
2
votes
1answer
1k views

Showing multiple reports in one Dashboard without summarizing it

I have multiple reports that I want to show in one dashboard without summarizing it. For example, 'Open Opportunities with old closed dates' or 'Contacts with no email ID' would be reports that I ...
2
votes
1answer
2k views

does changing field labels impact reports?

Could changing the field label (not the API name) in anyway impact reporting in any way? I'd think that all reports would all be backed by the API names, but I wanted to make sure.
2
votes
1answer
5k views

Number rows limit in report export

I would like to know which is the row number limit when you make an export of a report (usingExport details or Printable view). I'm going to export a tabular report with 50.000 rows. Thanks,BR.
2
votes
2answers
7k views

Can i compare two fields in report?

I need to compare if a certain date/time field is greater than/less than another date field. Can this be done in a report without calculating the same using formula/boolean fields?
2
votes
2answers
2k views

When adding fields via lookup to a custom report type why dont i get custom user fields as option on the Owner field?

When adding fields via lookup to a custom report type why don't i get custom user fields in the option on the Owner field? All custom fields are available for the Last Modified By and Created By ...
2
votes
1answer
2k views

Can I generate a report of all the logged calls within the leads tab for a specific date range?

I am only able to generate lead reports to view events and tasks. How do I get around this?
2
votes
1answer
492 views

Report for two parents that look up same child object

I have a question similar to Reports for two lookup objects that relate to a parent. I have an two objects (Payable Invoice and Cash Entry) which look up the same child (Transaction). I'd like to ...
2
votes
2answers
582 views

Equivalent of URLFOR for reports?

I'm building Pages and Links that should point to SF reports, and ideally would continue pointing to the right reports after deployment, without manually updating all of the report IDs. Is there an ...
2
votes
1answer
854 views

Reporting opportunities for users without roles

As part of our organisation procedures, when a user leaves they are removed from their role. This is to avoid them still appearing in queues etc. which are assigned based on roles. We leave closed ...
2
votes
2answers
4k views

Error: The source report is based on a report type that is inaccessible to the dashboard's running user

I get this error while launching a Dashboard and trying to view the dashboard component related user logins by roles. Error: The source report is based on a report type that is inaccessible to the ...
2
votes
2answers
120 views

How can I get an Account's contact email based on another custom object?

I have a custom object called: license, with a Lookup relation to Account. Based on some filters I do for the account, I want to get a list of licenses, as well as a list of email (or contact info) ...
2
votes
2answers
10k views

How to cross-filter joined reports?

As of Summer '12, joined reports do not support cross filters and I'm wondering if there is a way to work around it. Example: I have a custom objects for Events, Events Attended, and Work History. ...
2
votes
1answer
57 views

How to get a standard Salesforce report chart to appear in a Digital Experience (AKA a Community)?

In the the Builder, I can add the platform's standard "Report Chart" Lightning Web Component (LWC) and select a pre-existing report and the charts display fine. There I am running as a "...
2
votes
1answer
60 views

How can I differentiate anonymous in Push

I would like to differentiate the anonymous users from the non-anonymous in Push. Is there a way to access that data? I see there is no Data Views but three reports in which I don't see how I can ...
2
votes
1answer
101 views

Identify users with incorrect password policy settings on their profile

Is it possible to query for the users whose profiles do not have the correct password policy settings? I was trying to first query on the profile for the password policy settings, but I'm only seeing ...
2
votes
2answers
103 views

Unable to retrieve historical snapshot dates in Apex

I'm trying to find a way to query information in Apex regarding AnalyticSnapshots ("Reporting Snapshots" in the UI). The object itself isn't queryable via SOQL, but I thought I might have found a ...
2
votes
1answer
457 views

Lead history Report Problem

In Field History tracking of Leads , i am tracking 4 fields:- Field1,Field2,Field3,Field4 Then I created a Lead history report with filter criteria as below : Field / Event equals Field2 Now when i ...
2
votes
2answers
307 views

Unable to find a field 'Product Code' for a sub-filter, under a Cross filter of Opportunities with product

I have this Report, of standard report type "Opportunities". I have added a cross filter "Opportunities with Products" But I'm unable to find the standard field "Product Code" to be used in Sub-...
2
votes
1answer
1k views

Custom sort order in a report

I have a field with the following possible values: "1-4","5-9","10-16","16+" This is the order I want them to appear in a matrix report. But they appear in this order: "1-4","10-16","16+","5-9" ...
2
votes
1answer
725 views

Navigate to report with filter parameters in Lightning enabled orgs

Current Implementation: I am tweaking existing VisualForce Page to be compatible with both Single Page Application based Lightning theme and Complete refresh based Classic theme. Note: Since the ...
2
votes
2answers
644 views

How to delete individual records from a report ?

I have a report that contains all the members for our next event but I did the report before I've put the page up live for registering so now I have some test cases.> is there any way of removing it ? ...
2
votes
2answers
2k views

Better way to parameterize Salesforce reports

I have created a new Salesforce report, added AccountID in the filter and left it blank. Then while generating the report url I append pv0 at the end with AccountID https://mydomain.salesforce.com/...
2
votes
1answer
483 views

A Cross Report on Campaign Members

I want to do a join report on campaign members of two separate campaigns. I want to join them on the "email" field, or some other specified criteria. (cm1.email = cm2.email) and see the results. An ...
2
votes
1answer
1k views

How to Report Closed Won Opportunities by Lead Source

This may be a rookie question but I can't figure out how to report number of closed won opportunities by lead source. I can see the Leads By Source prebuilt report but it doesn't link to ...
2
votes
1answer
754 views

Simple Chart with X,Y Axis values

I have a custom object record with two fields (one date and another weight value). I am at a loss to understand how such a simple requirement of creating a chart (X: Date, Y: Weight) with those two ...
2
votes
1answer
2k views

How to use Reporting Snapshots and get the output report link?

Created snapshot for the opportunity and done field mapping and scheduled the time also. While getting automatic mail from salesforce regarding record inserted, "how can i provide a link to the ...
2
votes
1answer
3k views

Filter records on report where group sum is greater than 1

I'm writing a report that groups accounts by account name, and summing up a formula field that simply returns 1 for each account. Yes, I'm trying to find duplicate accounts. I have a report that ...
2
votes
1answer
118 views

How override view on custom tab?

I want to make report section for view in custom tab. I d'nt understand how override view. There is visual page for this but i can't use View filter for my tab. For example, there are 2 views: sales,...
2
votes
1answer
622 views

DEV 401 Report vs. Dashboard Question

The organization-wide default settings for Accounts is Private. A manger resides above a team in the role share some of the account data with the team. Which feature can extend the viewing privileges ...
2
votes
1answer
539 views

Self look up and Reporting Requirements

For one of my object (for e.g. Bug), we want a self lookup to the same object to store child records (for e.g. Child Bugs). After that I created a custom report type on Bug with child object Bug. I ...
2
votes
1answer
10k views

Report build using the VF page

I would like to design the custom report (Exact report view) using visualforce page and also trying to provide the inline edit feature in the report. Any one have the idea for that?

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