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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
2k views

How salesforce role based team's cases work in case report

As a manager, I want to see only my cases and my direct repartee's case in Salesforce My teams open cases report. I have 3 other managers in my same role. We all are assigned in same role in role ...
2
votes
1answer
266 views

How can I see the 'As of <date>' in a Report?

All Dashboards currently show the 'As of ' as below: How can I get this to show for all Reports as well?
2
votes
1answer
1k views

how to exclude leads and contacts that were in a previous campaign

This is not an automation or coding question. This is a procedural question, i.e., "how to". I have researched through functionality, documentation and support questions/answeres and yet found no ...
2
votes
1answer
597 views

Html Status for Leads

I want to generate a report for leads object, that means how many times customer open the mails, for accounts,contacts i generated a report for leads i think the option is available or not..?? if ...
2
votes
1answer
491 views

Email Count in salesforce

I send a email to all my contacts, when customer open mail at that time report,html email status is showing number of opened--1 time, if customer is open more that 1 time at that situation the number ...
2
votes
1answer
1k views

Can I use partner account fields in a report?

I am creating an "Opportunities with Products" report. Is there any way I can use more partner fields than what are exposed by default? I presume the answer is no, but, I wanted to ask just to be ...
2
votes
1answer
1k views

Reports and Sharing Settings

I have shared all opportunities (read only) to a certain role in the organization and can confirm they can definitely see all the opportunities by going to the record's physical page. However, when ...
2
votes
1answer
168 views

How do I pre-populate a report filter from the URL?

I have a very simple report which pulls in opportunity line item data. The only filter for the report is the opportunity id. I am trying to pre-populate the report with the opportunity id by going ...
2
votes
1answer
2k views

Report using lookup field

I have lookup field (which is lookup to a object c) on account and the loopup object (c) contain a field name stage. Now i need to create a report on account on the base of different stage. For ...
2
votes
2answers
2k views

Reports: Exclude blank values from average

I'm looking to create a report with a number of opportunities, summarised by 'Meeting Source'. I want to have the average amount of an opportunity per 'Meeting Source' EXCLUDING the ones that don't ...
2
votes
1answer
67 views

One user - 2 reports - 2 behaviours

I have a user, whom is trying to edit reports. The settings for the user profile is ok When looking at the 2 reports in issue, both reports were created by the user. Both reports show different ...
2
votes
2answers
2k views

Can Activity Type standard field be added to custom report type?

Can Activity Type standard field be added to custom report type? I am not able to see this as a field in the layout editor.
2
votes
1answer
3k views

Is it possible to get a list of all reports who are using a certain field as filter?

I am doing some work on LeadSource field. Is there a way to get a list of all the reports who use this field in their filter criteria? As I am changing the values, the reports that use the field, ...
2
votes
1answer
1k views

Formula to calculate difference between two summarized fields in a Joined Report

I have a Joined Report between two Report Types summarized by Account: How can I include the difference A-B between summarized sums A and B on the joined report?
2
votes
2answers
2k views

Generate a report with account and 2 custom objects

I have 2 custom objects(sales and service) which are related to accounts as a lookup and related to opportunities in a master detail. i need to generate a report which shows under each account the ...
2
votes
1answer
1k views

Help with a report and/or Data Loader Export/Query

I am currently use the Salesforce for Wealth Management managed package (unfortunately), and I am struggling to export or report on some of the data. The model is set up like this: 'Relationship ...
2
votes
2answers
1k views

Can I create a bar chart that compares to target or quota?

Is it possible to create a Bar chart on closed opptys, that will also have a value axis (or line or other format) that can be compared to either the user/division quota/target?
2
votes
1answer
74 views

Package Tableau dashboard to display org data

I understand that Tableau lives outside of Salesforce orgs but can access data from orgs and be embedded back into Salesforce using widgets like this LWC component. In my (managed) package I want to ...
2
votes
1answer
272 views

Referencing Custom Settings in Row Level Formulas in Reports

We have a Custom Setting field that contains a value which we update on a regular cadence. With the release of Row Level Formulas on Reports we suddenly have several reports that need to reference ...
2
votes
1answer
114 views

How to Unschedule the report in salesforce

As per the salesforce Documentation, we can unschedule the report,But i cannot find the Unschedule the report option in salesforce please anyone guide me to unschedule option
2
votes
1answer
342 views

Reporting Snapshot Run History - Failure Notification?

Our Reporting Snapshots fail intermittently on account of configuration changes that inadvertently violate their constraints (e.g., workflow on a target Object). How might we notify our admins that ...
2
votes
2answers
2k views

Is it possible to create a report (type) for custom metadata?

Custom metadata (types) looks like a cool feature. I have created dozens of instances of one that I made and now I would like to create a report on them, because a list view is not good enough. So ...
2
votes
1answer
63 views

Printing Reports with Icons as Values

We have a report whose field values are icons. The files are stored within Salesforce. We would like to be able to print that out but when we go into Printable View we are presented with an Excel ...
2
votes
1answer
713 views

How to query or report on Duplicates Match

I am using Duplicate Management; Matching Rules; Duplicate Rules from Salesforce, standard out of the box. This helps a lot to stop the bleeding and limit the manual duplicate generation. I notice ...
2
votes
1answer
532 views

Managed package report(s) missing in production

Got a problem: in our organization we have 1 production and 1 full sandbox. In both we have a same application with same version. Today users started to complain that they couldn't get access to one ...
2
votes
1answer
33 views

How can I download the ConnectedApp Usage information?

My user has requested me to download the connected app usage for a particular app in our org. I am able to see the information on here via the UI, but I don't see a mechanism to download this to an ...
2
votes
2answers
3k views

“Subscribe to Reports” Permission in Spring '17 Release

Could you help me, please? With the Spring '17 release, there is a new permission "Subscribe to Reports" (Subscribe to reports in Lightning Experience to schedule report refreshes and send ...
2
votes
1answer
80 views

Insufficient Privileges error on old report as System Admin… can't even tell report type?

I'm not sure how to tell the report type or what objects are being reported on since I can't open/edit the report. It's 4 years old sitting in a custom made folder, created by an admin years ago. ...
2
votes
1answer
2k views

If statement in Reports [closed]

I'm trying to create a formula field in report with following condition, but I'm only getting 1 otherwise 0 (if A<10) as a result. IF( AND( Opportunity.A__c:SUM> 10, Opportunity.B__c:SUM> 20)...
2
votes
2answers
403 views

How to calculate how many days probability of each stage avilable [closed]

I want to how many days an Opportunity record resides in each stage. When prospecting to either Closed Won or Closed Lost. Is there better way to count the number of days for a single stage? We need ...
2
votes
1answer
1k views

How to get more than 2000 records in case of schedule reports to our email in sales force?

I have a report with more than 2000 recodes and scheduled weekly.As per sales force standard limitations we get only 2000 records to our email.Is there any possibility to get more records ? please ...
2
votes
1answer
100 views

Cleaning up old reports!

I would like to clean up old reports on an annual basis. Is there a way to move old reports to a separate folder where after 30 days I would go and do a mass delete?
2
votes
2answers
589 views

Reporting API via APEX: Get Instances

I was under the impression that when I runReport() using the ReportManager class that a rolling 24 hour instance would be cached so that if I need the data in a subsequent call I would not need to ...
2
votes
1answer
48 views

Report on My Team's Users

How can I create a report that based on the running user it will show how many users are below him in the Role Hierarchy? I need to show this in a report. If it's using Apex and Visualforce, how would ...
2
votes
1answer
149 views

Need to display Gauge dashboard on home page in salesforce

Requirement :Need to display Gauge dashboard on home page in salesforce I have created a visualforce page and copy the url from inspect element and paseted in tag for showing gauge dashboard in ...
2
votes
1answer
142 views

Campaign Exclusion Report

I am having trouble creating a Campaign with Leads report and could use some help. I have Salesforce Enterprise edition. I have a population of 324 leads that are all campaign members of Campaign A....
2
votes
1answer
47 views

Reporting based on fields from different child objects

I have two child objects of the Account object : Loans & Deposits. I would like to show any Deposit (DepositDate__c)which happened within 30 days of a Loan's closing (CloseDate__c) for that ...
2
votes
2answers
690 views

report query with a specific filter

I need to change an picklist value that is used in many reports to filter on. I need a way to find all reports where the filter is used so that I can also update the reports. I am in Workbench, but ...
2
votes
3answers
3k views

Is there a reason why a Salesforce User might be unable to select the report “Subscribe” button?

I have a user with a Salesforce(System Admin) license who is unable to select the Subscribe button on any report. However, users with Salesforce Platform licenses seem to be able to do so. I was ...
2
votes
1answer
299 views

SQL running the All Domain report out of ET by Job ID

How do I create an SQL to run the All domain report when I have a list of Job IDs? I am trying to use the Interactions > SQL within ExactTarget to run a query that will generate the whole All Domain ...
2
votes
2answers
673 views

Cumulative Reports in salesforce

Can you please help with any references to create a report as Below. Here, Cash Inflows/benefits, Cashoutflows/Costs are Rollup & Formula fields. Kindly suggest , Shud i go for VF/ Can we ...
2
votes
1answer
81 views

Generate report for Account User access?

How to generate a report for all User having what access to all account records. For this we tried of using UserRecordAccess. But for UserRecordAccess UserId is must and SQOL limit is 200. How we ...
2
votes
1answer
286 views

Measuring Salesforce1 Mobile usage

I need to be able to measure the success of implementing Salesforce1 Mobile. Is there a way of reporting on what records were created or updated via Salesforce1 Mobile?
2
votes
1answer
1k views

Standard Report Functionality - Is it possible to filter by formula

Looking at the standard report functionality, it seems not to be possible to filter by formulas defined in the report itself (I don't mean formula fields defined on the object). Is this really not ...
2
votes
2answers
1k views

Reporting on cases owned by direct reports and other users below.

We want to provide an easy way for Supervisors / Managers to report on cases owned by users reporting up to them. Supervisors can select the individual case owners however when their managers need to ...
2
votes
2answers
2k views

URL hacking to dynamically change filters for Joined Reports?

I'm trying to provide dynamic links to a Joined Report (in this case, the first block is Activities with Contacts, and the second block is Activities with Leads). I have only a single filter in each ...
2
votes
1answer
340 views

Building Dashboard to look at Record type, Stage and Record Count

Quick question Aim – To create the following below in a standard dashboard Currently i have a dashboard which looks at the "Stage" and "Record Count" , I am wondering can i also have Record type ? ...
2
votes
1answer
540 views

Report, ordering by summarized field

I'm new at SF, from an SQL background. I want a report of sales by zipcode, for our top n zipcodes by sales. On each opportunity, we have an amount field, and a shipped-to-zip field. In a summary ...
2
votes
1answer
407 views

Reporting on multiple lookup fields in a custom object

Sales personnel take a physician (contact) around to community practices (accounts) in order to assist them in getting referrals. My task is to help them enter this information efficiently and then be ...
2
votes
1answer
438 views

Send Activity Reminders to Users

I'd like to send an email/report to all users once a week listing their upcoming overdue activities (tasks). If the report is sent to John, Jane, and Bob, each one only sees their own activities - ...

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