Questions tagged [reports-api]
The reports-api tag has no usage guidance.
114
questions
1
vote
1answer
15 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/<...
0
votes
0answers
36 views
Open a Report from LWC with new/modified Filters
This request is in addition to what was already Asked and Answered in the below link - Navigate to Report from LWC
Before opening a report , I want to call Apex method from LWC JS.
In the Apex ...
0
votes
0answers
9 views
Report And Dashboard Object hidden while creating workflow rule
I want to create a workflow rule that will trigger emails to specific user for whom the report last run date is greater than 90 days.
But the problem is here that report and Dashboard events are not ...
3
votes
5answers
516 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
vote
2answers
36 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
votes
0answers
27 views
How do I 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
votes
1answer
235 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
31 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
185 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
41 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
17 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
votes
0answers
69 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
117 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
50 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
90 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
937 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
128 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
31 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
72 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
464 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
1answer
110 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 ...
2
votes
1answer
474 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
votes
2answers
59 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
99 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
497 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
16 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
35 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 ...
3
votes
1answer
184 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
22 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
49 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
71 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
647 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
513 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
30 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
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
votes
1answer
332 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
90 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
78 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
142 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
vote
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
votes
1answer
135 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
votes
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
0
votes
0answers
229 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
439 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
2k 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
53 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
13 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
149 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
31 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 ...
