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Questions tagged [reports-api]

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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 ...
Darryl Le Roux's user avatar
3 votes
1 answer
48 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(); ...
Aditya M's user avatar
  • 420
0 votes
0 answers
24 views

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). ...
Manuj Pandey's user avatar
1 vote
2 answers
622 views

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 ...
luksfarris's user avatar
0 votes
0 answers
237 views

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 ...
Rakshit Segwal's user avatar
-1 votes
1 answer
60 views

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.
ttarikyuksel's user avatar
0 votes
1 answer
348 views

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 ...
Arvind's user avatar
  • 15
0 votes
0 answers
81 views

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
Rajiv Singh's user avatar
1 vote
0 answers
320 views

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 ...
Sanjana Rajasekar's user avatar
0 votes
1 answer
223 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 ...
sumchans's user avatar
  • 777
1 vote
0 answers
1k views

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 (...
peacestar's user avatar
0 votes
0 answers
417 views

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 ...
Swisher Sweet's user avatar
0 votes
0 answers
519 views

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/...
Sohail Khan's user avatar
1 vote
0 answers
249 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 ...
Mohamed Houssein Douici's user avatar
0 votes
0 answers
181 views

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?
Cecilia's user avatar
3 votes
2 answers
4k 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/...
A_01's user avatar
  • 173
1 vote
0 answers
263 views

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&...
Isaac L's user avatar
  • 174
1 vote
1 answer
1k 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 ...
apexdev's user avatar
  • 63
-2 votes
1 answer
38 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?
Raksha's user avatar
  • 47
0 votes
1 answer
353 views

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 ...
Shane Bird's user avatar
0 votes
1 answer
453 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 ...
Doug Fir's user avatar
  • 109
0 votes
1 answer
410 views

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 ...
Nat's user avatar
  • 21
2 votes
1 answer
1k 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 ...
Patlatus's user avatar
  • 17.1k
0 votes
1 answer
11k views

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 ...
Reaper1883's user avatar
3 votes
1 answer
470 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 ...
Ronoc Eroom's user avatar
0 votes
1 answer
3k 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 & ...
Gorlomi's user avatar
  • 111
1 vote
1 answer
181 views

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....
Pulkit Sood's user avatar
0 votes
1 answer
462 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 ...
Nikola Naumovski's user avatar
0 votes
1 answer
100 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 ...
Fran Bedia's user avatar
0 votes
1 answer
35 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 ...
user709568's user avatar
0 votes
1 answer
262 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 ...
sfdc rowdy's user avatar
2 votes
0 answers
403 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 ...
azimut3's user avatar
  • 120
2 votes
1 answer
113 views

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/<...
FLighter's user avatar
  • 123
3 votes
5 answers
15k 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 ...
Nachiket Deshpande's user avatar
1 vote
2 answers
2k 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 ...
Chris's user avatar
  • 11
2 votes
0 answers
470 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 ...
Rahul Gawale's user avatar
  • 12.2k
3 votes
1 answer
3k 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 ...
Bijan's user avatar
  • 133
0 votes
0 answers
196 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 ...
Abby's user avatar
  • 61
3 votes
0 answers
1k 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) ...
Lightning Evangelist's user avatar
0 votes
1 answer
1k 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 ...
Juan Manuel Garcia's user avatar
1 vote
0 answers
202 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 ...
Lightning Evangelist's user avatar
2 votes
1 answer
3k 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.
Venkata Raja's user avatar
1 vote
1 answer
1k 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 ...
Michael McGettrick's user avatar
1 vote
1 answer
271 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): ...
Eduard's user avatar
  • 5,149
14 votes
1 answer
4k 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 ...
Martin Borthiry's user avatar
0 votes
1 answer
3k 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), ...
Saha's user avatar
  • 47
0 votes
2 answers
2k 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 ...
user avatar
0 votes
1 answer
830 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 ...
ddeve's user avatar
  • 1,606
2 votes
2 answers
4k 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 ...
Subhash Deshmukh's user avatar
0 votes
1 answer
1k 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 ...
Saha's user avatar
  • 47