Questions tagged [reports-api]

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16 views

Report's SetDetailColumns() not updating the report after running

I'm assuming this is due to some misunderstanding I have regarding the setDetailColumns() method, but there's not a lot of information out there so I'm unsure of how to resolve this. I'm trying to ...
2
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1answer
45 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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22 views

Adjust a custom report's data range using Python

I'm trying to find a way to adjust the date ranges in a Custom Report. I've been using simple_salesforce for all my other needs but for this i'm out of my element. I tried to simply adjust the end ...
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1answer
130 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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1answer
16 views

Running describeReport(3-arg); of Salesforce Reports and Dashboard API, gives an error(in the SS). Any idea why could this be happening?

------------------------------------------------- Please consider following before answering: The same code runs when invoked through anonymous code window in devConsole. "Run reports" ...
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0answers
64 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 ...
0
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1answer
39 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 ...
0
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1answer
20 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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1answer
67 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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0answers
105 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 ...
1
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1answer
22 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/<...
3
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5answers
4k 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 ...
1
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2answers
221 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 ...
2
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0answers
37 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 ...
0
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1answer
1k 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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0answers
73 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
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0answers
428 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
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1answer
55 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
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0answers
68 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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1answer
837 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
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1answer
222 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
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1answer
118 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): ...
12
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1answer
2k 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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1answer
1k 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
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1answer
103 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
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1answer
246 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 ...
2
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2answers
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 ...
0
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1answer
540 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 ...
3
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1answer
975 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 (...
2
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2answers
98 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
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1answer
789 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
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1answer
860 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
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1answer
28 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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0answers
51 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 ...
4
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1answer
532 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
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1answer
48 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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1answer
29 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
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1answer
51 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
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1answer
96 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 ...
2
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2answers
2k 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
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1answer
830 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
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1answer
32 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
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1answer
15 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
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1answer
452 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
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1answer
133 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 ...
7
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0answers
120 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
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0answers
275 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 ...
1
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0answers
1k 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
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1answer
260 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 ...
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0answers
22 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