Questions tagged [reports-api]
The reports-api tag has no usage guidance.
143
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164
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Clone Button Not Visible In Salesforce Lightning
How to add or enable clone button for dashboards? The edit button is displaying. Clone button appears on Salesforce Classic.
- 19
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227
views
Reports and Dashboards in LWR Experience site
I understand and have used the Dashboard and Reports component in an Aura Experience Site - but I am struggling to display them in an LWR Experience.
I have moved the CRM Analytics Dashboard component ...
3
votes
1
answer
61
views
Store Lightning Dashboard as PNG in Files
The use case here is that I need to fetch the image/png of Lightning Dashboard and store it in Files via Apex
So first, I try to do a callout to Dashboards REST API -
Http http = new Http();
...
- 432
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0
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24
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Execute Sync report api not giving correct result
We are using named credentials to call execute sync api(POST) call (https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_getreportrundata.htm). ...
- 76
1
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2
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1k
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Export data from large reports programmatically
we have several reports that are over 100K rows. We would like to export them to a data warehouse to combine their data and run large analysis on that data. The reports need to be extracted daily to ...
- 113
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302
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Impossible to get the Grouping columns (count) if the RowCount button from the UI in Salesforce report is Unchecked
I am hitting this rest API end point in Apex in order to get Salesforce Report Data.
String dash_url = '/services/data/v35.0/analytics/reports/'+repId+'?includeDetails=true';
It fetches me result and ...
-1
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1
answer
64
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To list reports according to their types in Salesforce
I want to pull the reports in Salesforce according to their types.
For example, I want to get a list of all reports created in Salesforce in Account type, how can I do this.
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1
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457
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How to export non-printable report into .XLSX format in APEX?
I am trying to export non-printable report into .XLSX format and send it to external users via email. Exporting to CSV works fine, but when I try to export the same with .XSLX format, I am getting the ...
- 15
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94
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How to write summary formula to calculate percentage based on coloums total?
I did some research but i am unable to get it.
I want to create a formula for this calculation:
Total Records- Total CompletedOnboarding/Total Records *100.
Please guide
1
vote
0
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346
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How to fetch all reports column records using batch apex?
Hi I am trying to fetch all reports columns names using batch apex.I tried with my following code
but still facing error Variable does not exist: ReportManager
Can someone help me on this?
public ...
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270
views
Get list of the filters used on reports using apex
I am trying to find reports that uses a certain field as one of its filters. The below is where I got to so far. I know there is ReportMetadata.getReportFilters method, but not sure how to use it here
...
- 821
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2k
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Not able to display Report Data in LWC - Lightning page
I want to display report's data in created LWC page so that I can use the Report for further desired processing. Have followed ReportManager Class and am able to display Total Rows Count , Report URL (...
- 11
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451
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How to automate picklist filter changes on reports when picklist values are renamed or replaced?
We are replacing some picklist values. It appears Salesforce will update the API name of the old picklist value with the replacement picklist API name most everywhere except reports. We have more than ...
- 5,079
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554
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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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298
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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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205
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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?
- 1
3
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2
answers
4k
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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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314
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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&...
- 174
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1
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1k
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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 ...
- 63
-2
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1
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39
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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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410
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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 ...
- 362
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1
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499
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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 ...
- 109
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460
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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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2
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1
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2k
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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 ...
- 17.4k
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12k
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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 ...
- 55
3
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1
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531
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 ...
- 41
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3k
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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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198
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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....
- 21
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1
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482
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 ...
- 109
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102
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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 ...
- 13
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1
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37
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 ...
0
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1
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276
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 ...
- 702
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414
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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 ...
- 120
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127
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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/<...
- 123
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5
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16k
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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 ...
- 2,264
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2
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2k
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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 ...
- 11
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0
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485
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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 ...
- 12.2k
3
votes
1
answer
3k
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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 ...
- 133
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203
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 ...
- 61
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1k
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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) ...
- 3,458
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1
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1k
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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
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209
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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 ...
- 3,458
2
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1
answer
4k
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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.
- 137
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1k
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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
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1
answer
275
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):
...
- 5,181
14
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1
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5k
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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 ...
- 6,981
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1
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3k
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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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2
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2k
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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 ...
user55489
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884
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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 ...
- 1,600
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2
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4k
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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 ...
- 125