Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [reports-api]

The tag has no usage guidance.

3
votes
4answers
69 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
30 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
19 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
60 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
18 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
119 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
33 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
12 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
31 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
37 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
27 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
64 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
527 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
62 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
27 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
53 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
230 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
0answers
48 views

Running All Reports - Easiest way through Apex Script

I have enabled encryption in my salesforce org for many fields. Now to be on safer side i would like to run all Reports to get the status of all reports. I know there is no out of Box facility to do ...
0
votes
1answer
44 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
293 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
52 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
49 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
293 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
15 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
32 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 ...
2
votes
1answer
116 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
21 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
61 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
406 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
391 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
29 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
14 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
299 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
71 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
65 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
100 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
903 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
101 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
175 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
374 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
1k 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
37 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
125 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
30 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 ...
1
vote
1answer
255 views

Export Salesforce Report (CSV) using java application

I am refering to the post "Can report data be accessed programatically?" and further conversation and had written below java class to export the csv to local drive. Authentication to Salesforce was ...
0
votes
0answers
66 views

Report on 2 unrelated objects joined by date

I need to create a report with a graph where it shows month by month the number/amount of sales (custom object Invoices) and over the same month how many Cases were lodged. The 2 don't relate to each ...