Questions tagged [reports-api]

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Obtaining report results via REST

I was following this article to fetch data from reports using the query api, so that I can apply filter in the future: https://developer.salesforce.com/docs/atlas.en-us.204.0.api_analytics.meta/...
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5 votes
0 answers
33 views

Unable to re-parent a folder of reports using REST API

Is it intentional that I get such an error Folder parent cannot be part of a patch request body. when I try to re-parent a folder using REST API? According to the documentation PATCH allows to change ...
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Move, en-masse, reports from system folder 'Public Folder' to another folder

Using the API, I am unable to move/copy the reports in the system folder 'Public Report' en masse. In workbench I find all folders except the 'Public Folder', can anyone help me?
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3 votes
2 answers
293 views

Download report data having >2k records through API

I am a new bee in Salesforce world. We already have an implementation of Salesforce where we are hitting analytics API via rest client in java application to receive the report data. API: services/...
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Salesforce report API - How to fetch more than 2000 records from Salesforce? [duplicate]

In Salesforce, I have a report that has more than 2000 records (40000 rows). When I am trying to get that report via API I am getting only 2000 rows. It seems there is a limit of 2,000 results that ...
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1 vote
0 answers
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Can't Create Analytics Notifications as Other Users (Salesforce Reports & Dashboards API)

I'm currently in the process of troubleshooting (will be updating as I go along) but as it stands, I can't seem to create analytics notifications as other users, only as myself. { "thresholds&...
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  • 152
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1 answer
72 views

Getting Report Info using Apex

I was looking to see if I could gather the following highlighted parts from a report programmatically using Apex. These are the headings you would see if you go to the folder where the report is ...
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-2 votes
1 answer
32 views

Is it possible to add TODAY + 2 in reports? [closed]

I want to use- Validity_Date__c GREATER OR EQUAL TODAY+2 in reports. Is it possible to achieve?
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1 answer
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Can Reports be Edited through an API?

This may be an 'XY Problem' question but is there a way to edit reports through an API? The scenario is as follows: Our managed package has several reports with filters using custom values on the ...
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0 votes
1 answer
74 views

Seeking API and permissions combination that faciulitates for read only exact target email data

I'm about to embark on my first SFMC project and am seeking some hand holding for getting started. Please be forgiving in that this question is more vague than typical on a stack exchange post and I'm ...
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  • 107
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1 answer
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How can we report on a Accounts with a Custom Object and exclude by criteria?

I posted this in the Trailblazers Community but I haven't been able to resolve the question yet, so thought I'd try my luck here! We have a custom object related to an Account to track specific ...
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1 vote
1 answer
344 views

How do I filter report from Apex including detail rows?

I follow the documentation about filtering a report on a fly and try to get the detail rows by setting reportMd.setHasDetailRows(true); however, this doesn't work and the run report results return ...
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1 answer
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Is it possible to query/find reports using a particular report type?

I have a list of report types and I need to find out which reports in my org are using any of those report types. Is there a way to do so instead of manually visiting each report and checking its ...
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2 votes
1 answer
137 views

Reports.ReportManager classified as variable

I'm working on a way to collect all the reports that utilize a certain field in my Org, but I'm having a very weird problem. I've been attempting to run this code in an Anonymous Exe block but keep ...
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0 votes
1 answer
931 views

Consolidated Answer: How to extract a SF report using Python [closed]

I've been searching around the site for the past week or two and there seem to be a lot of opinions and ideas on how to download a report into a DataFrame from SF using Python (simple-salesforce & ...
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1 vote
1 answer
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Running describeReport(3-arg); of Salesforce Reports and Dashboard API, gives an error(in the SS). Any idea why could this be happening?

------------------------------------------------- Edit for better error message and methods googleability: Exception occurred - The data you're trying to access is unavailable. Class.reports....
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162 views

Run the report in APEX and see if it is returning rows

As I stated in the headline, I want to be able to run the report and see if It is returning rows or not. (empty or has data) The background is that I am exporting reports data. So I need to know when ...
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1 answer
71 views

Get a Report xml by id

In this URL: https://.salesforce.com/servlet/servlet.ReportList I get a list on reports, example: but... how i can acces to one specific report by ID? My objetive is print a specific report in my ...
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0 votes
1 answer
26 views

Analytics and Reporting API unavailable in Lightning Experience

The following code returns a 200 response when run from Classic (via a js button call to a webservice) but the same code fails when the webservice method is called from an aura controller I get a 401 ...
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0 votes
1 answer
120 views

Analytic Report Chart not working in iframe

What I am trying to do is to land on the actual report after clicking on chart which is rendered on VF page using Iframe. First I have used <analytics:reportChart> tag on the VF page to see the ...
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1 vote
0 answers
198 views

Report Rest API (asynchronous run and excel export)

I'm trying to use Report Rest API to filter and export some of my reports. My first approach with synchronous report runs works pretty well, but I bumped into 500 batches' run per hour limitation. I ...
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1 vote
1 answer
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How to get info about which sobject a report refers to?

I have a few reports based on subjects (e.g. Opportunity, Lead, Account) and need to get info about these subjects. I tried to use url: GET "/services/data/<version>/analytics/reports/<...
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3 votes
5 answers
8k views

Best option to export more than 15 millions records from Salesforce?

We have a requirement to export around 15 millions records. Which option will be better Salesforce DataLoader or Jitterbit Cloud DataLoader or any other better option available. Can we export ...
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1 vote
2 answers
747 views

Need to pull a report on the count of cases worked by an agent. But agent does not own the cases

We are having a challenging scenario. Any help would be greatly appreciated. We have a team of agents who works on the customer service cases. But once the case is closed the ownership changes to the ...
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2 votes
0 answers
104 views

How to query on view count of Reports in salesforce?

I want to delete reports automatically if it's not used in last 60 days Is this possible? I cannot find any of the fields which will give me the report view count in Reports metadata? Report Metadata ...
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1 vote
1 answer
2k 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 ...
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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 ...
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2 votes
0 answers
639 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) ...
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0 votes
1 answer
238 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 ...
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1 vote
0 answers
120 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 ...
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2 votes
1 answer
2k views

Get the list of reports based on specific object [duplicate]

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.
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1 vote
1 answer
498 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 ...
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1 vote
1 answer
156 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): ...
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13 votes
1 answer
3k 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 ...
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0 votes
1 answer
2k 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), ...
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1 answer
469 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 ...
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0 votes
1 answer
433 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 ...
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2 votes
2 answers
2k 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 ...
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0 votes
1 answer
774 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 ...
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3 votes
1 answer
1k 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 (...
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2 votes
2 answers
157 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 ...
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1 vote
1 answer
2k 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 ...
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  • 577
0 votes
1 answer
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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). ...
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0 votes
1 answer
45 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 ...
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  • 555
1 vote
0 answers
53 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 ...
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5 votes
1 answer
832 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 ...
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  • 86.8k
-1 votes
1 answer
51 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" : ...
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0 votes
1 answer
34 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?
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2 votes
1 answer
59 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 ...
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0 votes
1 answer
130 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 ...
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