Questions tagged [reports-api]
The reports-api tag has no usage guidance.
126
questions
-2
votes
1answer
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?
0
votes
1answer
24 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 ...
0
votes
1answer
30 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 ...
0
votes
1answer
26 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 ...
1
vote
1answer
79 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 ...
0
votes
1answer
294 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 ...
0
votes
0answers
21 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
votes
1answer
82 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 ...
0
votes
0answers
25 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 ...
0
votes
1answer
397 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 & ...
0
votes
1answer
19 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" ...
0
votes
0answers
88 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
votes
1answer
57 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
votes
1answer
23 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
votes
1answer
83 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 ...
1
vote
0answers
142 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
vote
1answer
23 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
votes
5answers
6k 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
434 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
46 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
votes
1answer
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 ...
0
votes
0answers
77 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
503 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
87 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
92 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
1answer
1k 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
333 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
135 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
votes
1answer
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 ...
0
votes
1answer
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), ...
0
votes
1answer
222 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
338 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
votes
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
votes
1answer
643 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
votes
1answer
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 (...
2
votes
2answers
123 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
1k 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
997 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
36 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
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
votes
1answer
655 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
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" : ...
0
votes
1answer
32 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
53 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
109 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
votes
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
votes
1answer
949 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
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
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
493 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....
