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6 votes

How to identify unused reports

How to determine old reports and dashboards for deletion? To locate reports and/or dashboards deemed inactive, create a custom report type with the following: Navigate to setup > create > ...
glls's user avatar
  • 20.2k
6 votes
Accepted

Advice needed on packaging dynamic dashboards

...what happens when the org the managed package is installed into already has dynamic dashboards set up so the limit is exceeded? A failed install? Yep. It can also fail push upgrades for extra ...
David Reed's user avatar
  • 93.2k
5 votes
Accepted

Migrating Dashboard - component missing indicatorLowColor attribute

I managed to solve this for now, but it's far from perfect. Basically, after I pulled the dashboard metadata from source org, I opened it and found the <componentType>Table</componentType>...
smukov's user avatar
  • 5,593
4 votes
Accepted

How do you know the label of a column in the report?

// Get the report ID List <Report> reportList = [SELECT Id,DeveloperName FROM Report where DeveloperName = 'abc_Report']; String reportId = (String)reportList.get(0).get('Id'); // Run a report ...
Santanu Boral's user avatar
4 votes

Is it possible to make a graph that shows number of contacts over time?

Unless you've been storing this historical data, there's no way to get this report. You can start from today by using an analytical snapshot, outlined in Report on Historical Data with Reporting ...
sfdcfox's user avatar
  • 495k
4 votes
Accepted

Filter NULL values in reports?

If you want a not null field, just set the field not equal to blank, i.e., leave the filter value box empty.
Ajay Prakash Dubey's user avatar
4 votes

Are reports and Dashboard packagable

Yes, Reports and Dashboards are packageable. You can find details on the packageability of any metadata type in the Metadata Coverage Report.
David Reed's user avatar
  • 93.2k
3 votes

Lightning Experience Bug: Picklist Color Values for Lightning Dashboards not working (UPDATE: fixed in Spring 18!)

I was very happy to see, that in Spring 18 this issue seems to be resolved by Salesforce. There was no need to change anything on my end - it just works now on any Orgs I've checked so far - and looks ...
Uwe Heim's user avatar
  • 28.4k
3 votes

How to identify unused reports

Beside @glls answer, and since you added SOQL and API in your question, you can use SOQL to access Report's LastRunDate from Apex, you can add WHERE to filter based on your requirements. Report ...
Has Nah's user avatar
  • 175
3 votes
Accepted

Lightning Dashboard Filter Limitations

An Idea was created related to this before and it has been delivered in summer 15. It has been made available on basis of Request raised to Salesforce. By default, the limit to the amount of options ...
sanket kumar's user avatar
  • 15.4k
3 votes

Use a lightning component within a dashboard?

The short answer to this is No. There is no way as of today that you can add a lightning component in a Dashboard. There is this idea Ability to add Lightning Components to Dashboards open to allow ...
Jayant Das's user avatar
  • 30.6k
3 votes
Accepted

Different view on Editing a Report

You have not upgraded to Report Builder, and this user has Accessibility Mode enabled. You should go in to Setup > (Quick Find) > Reports and Dashboards Settings, and upgrade to the Report Builder. ...
sfdcfox's user avatar
  • 495k
3 votes

Marketing Cloud Custom Dashboard for inserted rows

Instead of creating a dashboard, which requires someone actively visiting it to validate the number of inserted rows, I will recommend you to build an automation based approach. You will need: ...
Lukas Lunow's user avatar
  • 21.7k
3 votes
Accepted

report on log a call

I was curious about this so I hit the 'Log A Call Button' in my dev org and ran a SOQL query to see if any fields had data to tell us it was a call other than the Subject line and found the ...
Brooks Johnson's user avatar
3 votes

Display different dashboard for different users on login

As you noted, Allow users to select a dashboard on their lightning home page is an idea asking for this functionality. What you do have is: Ability to create different lightning home pages for ...
Kris Goncalves's user avatar
3 votes
Accepted

How to put the most recent item of report to the right side of the chart?

To filter the oppoortunities so you only have the last 365 days, you can just add a filter. Note that you should add it as an additional filter, ignoring the prebuilt filter for Close Date that is ...
Daniel Hoechst's user avatar
3 votes
Accepted

"Org doesn’t have permission to display chatter photos on component" when installing managed package

You need to disable the Accessibility Mode and then try to install the package. Steps: From your personal settings, enter Accessibility in the Quick Find box, then select Accessibility. No matching ...
Swetha Maddali's user avatar
3 votes
Accepted

Can you run a report to see how many dashboards a user is running?

You can create a new Custom Report Type under Settings. The Primary Object is Dashboards. The Secondary Object is Dashboard Components. Save this Custom Report Type. Now create a new report with this ...
NicoleP's user avatar
  • 61
3 votes

retrieve dashboards/reports with vscode package.xml

OK. A couple of things learned here. First, folder names in package.xml - remove spaces. Second, use DeveloperName of the Report or Dashboard to retrieve with package.xml. I got DeveloperName from ...
mackmama's user avatar
  • 709
2 votes

Sales Team Dashboard

I managed to group them by putting a member in the data class for each user. It shows bars with 0 and I am having trouble hiding those bars. Visualforce Page <apex:form > <...
trankz's user avatar
  • 131
2 votes

Is it now possible to add more than one dashboard to the home page in Salesforce?

At this time, customers are only able to put up to three dashboards components on their Homepage at a time. As a workaround customers can customize their Homepage by selecting a different dashboards ...
Devendra's user avatar
  • 5,075
2 votes

Error: Either the report chart definition changed, the running user has no access to some fields, or the table has no numeric column.

I've recently run into this issue and while there are some somewhat obvious causes (permissions, a field that was previously summarized but now isn't), they were not what was causing my issue. The ...
Beth Follenweider's user avatar
2 votes
Accepted

Disallow a User to Create Reports and Dashboards For a Specific Object

Assuming the object is reportable, and the user has read only access to the object, and the user can create and customize reports, you cannot block access to a specific object for reporting purposes. ...
sfdcfox's user avatar
  • 495k
2 votes

Get the Highest/Maximum Grouped By Value in a report/dashboard

EDIT: Note that this answer is only valid for non-lightning dashboards. The question turned out to be on a Lightning Experience dashboard. Nevertheless I'm leaving the answer here so it might help ...
Guy Clairbois's user avatar
2 votes

Integrate Wave Dashboards with Visual Force page, to view it on Salesforce 1 mobile app?

Assuming that your VF page is already working and rendering the Wave Dashboard data, it's actually fairly simple to enable the Visualforce page in Salesforce1 You just need to enable the Available ...
Gaurav Kheterpal's user avatar
2 votes

Insufficient privileges for Dashboards

It appears that the 'Running User' for the dashboard must be a user with the Salesforce Platform licence. From Salesforce documentation for Salesforce Platform licence Users with this license can ...
Dave Humm's user avatar
  • 5,111
2 votes

How to acheive this in reports and Dashboard?

Go for Summary Report and follow the steps to create a formula field to display the percentage you require. Create a custom summary formula 1. Go to the report type category, then double-click Add ...
C. Praveenkumar's user avatar
2 votes
Accepted

Set dashboard filter via URL

Since Lightning Experience, this is possible, using fv0/fv1/... parameters in the URL. This is the Salesforce documentation for it.
Sander de Jong's user avatar
2 votes
Accepted

Data not available error in dashboard

In which folder did you store it? When you create a dashboard and you save it you get to save that into one of the following folders. 1) My Personal Custom Reports 2) Unfiled Public Reports I think ...
SatyaSFDC's user avatar
  • 186
2 votes
Accepted

How to apply Dashboard to full Screen in Lightning App Builder Page?

I hereby attached the code-Snippet for your reference. After you created the component: Go to AppBuilder --> Select HomePage --> The Custom Component that you have created is listed on --> then ...
vignesh's user avatar
  • 2,704

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