Questions tagged [reports-api]
The reports-api tag has no usage guidance.
0
votes
1answer
20 views
simple_salesforce Run Report
I have a simple Salesforce report that returns basic information about some opportunities such as opportunity id, owner, end date.
I found the simple_salesforce Python module and I am trying to ...
0
votes
0answers
15 views
Error opening dashboards
One among four users with the same profile and Role is having an issue in viewing the dashboards. When the user clicks on the dashboards there is an error encountered.
Error: This report cannot be ...
2
votes
0answers
33 views
What does 'scope' mean in the context of a Salesforce report? Where/how is it specified? What are the possible (API) values?
There is a method called getScope() in ReportMetadata Class. Can someone please shed some light on what 'Scope' actually means? Where/how is it specified? What are the possible (API/system-digestible) ...
0
votes
1answer
28 views
How can I include a report (not a dashboard) on a page?
I need to include a report in a lightning page.
I can add the report in a Report Chart, but I want only show the report, no charts. I would like do it by standard, but I can developer a lightning ...
1
vote
0answers
11 views
Updating Standard Report Type via Rest API on Cases returning error: 'value \“\” is not one of the picklist choices.'
I am looking to update the report type of an existing report via REST API. First I get the report metadata via a GET/describe, then I string-replace just the report type (assuming there is just one ...
0
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0answers
18 views
How to create a new report programmatically and set audit fields?
I am looking to create a new report programmatically and set its audit fields (CreatedBy, CreatedDate, LastModifiedBy, LastModifiedDate). I followed this REST API Documentation to create a report ...
0
votes
1answer
31 views
Get the list of reports based on specific object
I am not able to get the list of reports based on specific object. Is there any way to get the list of Report Names and Report Ids based on specific object.
1
vote
1answer
24 views
How to Display Report Table in a Third Party Web App
New to salesforce, here!
I would like to display a Report from SalesForce in a third party app. It is effectively just a datatable.
I've been reading various documents in the developer site but I ...
1
vote
1answer
50 views
Why did some batches execute successfully despite the Report REST API Limit?
BACKGROUND
We have a legacy batch process that selects all contacts and runs a report for each account. Below is a simplified example of that class (all the necessary details are preserved):
...
9
votes
1answer
357 views
Schedule and Run a Report as an specific User from Apex
Background
What we are trying to accomplish is to run daily some specific reports as an specific user.
So far
From a lightning component we are allowing the user to select a reports list. Once the ...
0
votes
1answer
47 views
Report to fetch Duplicate Contacts
I need to generate a report with list of duplicate contacts and their duplicate count. I’m trying to run below query through Data Loader and Workbench & Export the results.
select count(id), ...
0
votes
1answer
26 views
Report Error in salesforce
While accessing the report for particular user for particular profile i am getting error, while clicking the report
System administrator profile can able to see the report
I have checked the ...
0
votes
1answer
45 views
Adding Reports To Managed Package Failing For Folder Already Exists?
We have a managed packaged with reports and Dashboards in folders. If we add a report to an existing folder and deploy it to customers, the package install keeps failing with:
"This folder unique ...
1
vote
2answers
114 views
Getting SF report information using SOQL
I have a SF report created in the Salesforce of type 'Contacts With Opportunities'. I need to set the ETL automation for this report using python.:
Please have a look at following screenshot:
I have ...
0
votes
0answers
37 views
Running All Reports - Easiest way through Apex Script
I have enabled encryption in my salesforce org for many fields. Now to be on safer side i would like to run all Reports to get the status of all reports. I know there is no out of Box facility to do ...
0
votes
1answer
27 views
Generate Reports and Dashboards by getting data from External Services
I have a requirement where the users want to generate Reports and Dashboards by getting data from external web services. This data is not stored in Salesforce. We will have to call the webservice, get ...
1
vote
1answer
198 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 (...
0
votes
0answers
9 views
How to generate custom Report for Button used to generate letters
Appreciate if someone can point towards the right direction to generate a report to report on the Button Link used in Cases to Generate Letter. As in present we don't have visibility on Users ...
2
votes
2answers
49 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 ...
1
vote
1answer
42 views
Run report as another user or filter the report to show only data visible to another user
I'm looking for a way to run a custom report from Apex, but not as currently logged in user, but as some other specific user. The reason is that I need the report to have only the data that is visible ...
0
votes
1answer
226 views
Getting the grand total of a report via ReportResults in apex
I am attempting to get the grand total of a report via apex. Currently the only way I can see of how to do this is by iterating through each summary section on the report (as shown in the code below). ...
0
votes
1answer
14 views
Imported data missing from report
We have a report that a customer built on their production org. It reports on an object and also pulls data from a related list on that object. The data that has been created since their production ...
1
vote
0answers
26 views
Retrieving report colums in Event Monitoring
I'm trying to understand if it's possible within Event Monitoring to retrieve report columns for the Event Type "ReportExport". Our client would like to know, without a manual check, wich are the ...
2
votes
1answer
90 views
Subscribe users to reports run as themselves using API or Apex
I am searching for a way to automate a time-consuming task for an administrator on my team: subscribing numerous users to reports ("Schedule Future Runs", Salesforce Classic). The need to for each ...
-1
votes
1answer
45 views
Report on Visualforce page
Please let me know how the below code needs to be changed to get a report to appear on the visualforce page:
<apex:page sidebar="false" controller="ReportController">
{
"completionDate" : ...
0
votes
1answer
21 views
Allowing access to particular reports in a report folder
I have several reports created & saved in a specific folder. Now I want to provide access to certain reports & not all reports to a user. Whats the best way to do it?
2
votes
1answer
48 views
Segmentation - In or outside of Salesforce? [closed]
Scenario
Let's say that you have around 10 million contacts in Salesforce. These contacts are related towards one or more accounts, are part of opportunities, activities and much more. What would be ...
0
votes
1answer
59 views
Is it Possible to Programmatically Limit SFDC Report to More than 99 Rows
I've been racking my brain on this for a while, and I think its time I ask for some help :)
Desired Outcome:
I would like to limit the number of rows in a tabular report to 500. I see that I am able ...
0
votes
2answers
307 views
How to identify unused reports
I am trying to perform a task in my org, I need to delete all
unused Reports (those which have not been used in months) from the Org. Can you please suggest if there is a way to Identify "All the ...
2
votes
1answer
341 views
How to return full report (>2000 rows) using rest api?
I am unable to fetch a full report using the Salesforce REST analytics API. As was posted on another question, I am using the following solution(python):
reportFilter = {
"reportMetadata": {"...
0
votes
1answer
29 views
Links On Reports
Hello I have a report which lists all transactions. Now is it possible to put a custom link on report row which takes the record Id and opens another page by sending the Id ?
Like formula or ...
0
votes
1answer
14 views
create report for checking contact and usera are available for one user in salesforce
There are contact and users available in salesforce with same user. For contact and users email address will be same.
I need to verify in report that all the users have contact created.
Could you ...
5
votes
1answer
284 views
How can I access a map key which contains an exclamation point?
When I get the response of a request upon a report, the json looks like this :
"factMap" : {"2!0_0" : {
"aggregates" : [
{ "label" : "$16,000.01", "value" : 16000....
0
votes
1answer
65 views
UserLogin Object field in Reports
I need to add some fields IsFrozen, Unfroze date which are present in the UserLogin Object in a custom report type. But unable to do it so far. Also, I read that the IsFrozen field cannot be included ...
6
votes
0answers
62 views
Is there is any way to get standard field api name from standard report types reports in apex?
I want to get the api name of the standard field being used in Reports of Standard report types. I used describe methods to get the columns used in a report. I analysed some of standard reports ...
3
votes
0answers
83 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 ...
0
votes
0answers
813 views
Use Reports API to get report results as CSV
Using the Reports and Dashboards API is there a way to convert report results to CSV?
Reports.ReportResults results = Reports.ReportManager.runReport(reportId, true);
Map<String, Reports....
0
votes
1answer
91 views
Target object must not be included in a workflow
I am trying to create a reporting snapshot. But it shows me error
"Target object must not be included in a workflow" ......
I even tried to remove all workflows, but this issue persists.
I need ...
0
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0answers
21 views
Custom object report is working for admin user but not for other user
I have created report in custom object admin user working fine but another user not working
i have created permission set all fileds are access but not working
0
votes
0answers
160 views
Report export options / updating existing filter criteria after adding new picklist value
We added a new picklist value to an existing picklist field and now the challenge is to identify all reports where the picklist is used and update the filter criteria. Currently we are looking through ...
0
votes
2answers
315 views
created date in report showing only date value in salesforce
The standares field 'Created Date' showing as Date value when running report.
I have queried same field in workbench. Its was showing Date time value.
How can i display Date time value in report also.
...
1
vote
1answer
935 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 ...
0
votes
1answer
36 views
Clone Report using Metadata API
I am tring to use "clone report" functionility from MetadataService and MetadataService.MetadataPort and MetadataService.Report. I am geting and endpoint related issue "System.CalloutException: IO ...
0
votes
1answer
12 views
Generate “Report Export Date” Value on a Report and Associate Value with Each Record on Report…Feasible?
Is there anyway to populate the date or datetime a report is exported within a report...a field value that will be associated with every record in the report?
For instance could i use the a field ...
1
vote
1answer
105 views
Create a VF page with several table reports [closed]
I've got a task to create a VF page with combined data from several reports. The data itself could be easily shown by several reports, but the requirement of the customer is that the data should be ...
0
votes
1answer
29 views
Test Class - VF Controller that creates a report link - Test Fails
I updated my hard coded link in a visualforce page that references a report with a SOQL query in the controller. It works great except when I try and run the test class. I can't tell for sure but it ...
1
vote
1answer
235 views
Export Salesforce Report (CSV) using java application
I am refering to the post "Can report data be accessed programatically?" and further conversation and had written below java class to export the csv to local drive.
Authentication to Salesforce was ...
0
votes
0answers
51 views
Report on 2 unrelated objects joined by date
I need to create a report with a graph where it shows month by month the number/amount of sales (custom object Invoices) and over the same month how many Cases were lodged. The 2 don't relate to each ...
1
vote
0answers
29 views
Is there a way to report when a field was last populated?
I want to see if a field is obsolete, meaning if it is not populated with data in the last six months, I would like to hide it from the page layout.
So, Is there a way where I can run a report or ...
2
votes
0answers
130 views
Is there a built in way to use ReportsChart component in a custom Lightning Component?
I have a Visualforce page that displays Report Charts dynamically for end users, base don Report Id selection.
I am looking to replicate same kind of function in Lightning Component, but it seems ...
