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198 custom-report-type questions.

Background I have these objects: Person Account Appointment Invoice Invoice Line Which have these relationships: Appointment has a lookup to Person Account Invoice Line has a master-detail lookup ...

I'm trying to create a report that shows me all Accounts where a User is the Owner, along with all Accounts where the same User is an Account Team member. Out of the box, the 'Accounts with Account ...

I want to create a report formula that will show percentages according to record count of the bucket fields in the summary report. Any ideas?

I want to make reports of fields in feed item and feed comment objects. I queried them in apex . Is there anyway to make their fields into reports. Thanks.

i am setting up some reports for the creation of dashboard that show revenue etc vs. goals for different time periods. I am currently working on quarterly revenue vs. goal broken down by Account owner....

Background I have 3 custom objects: Invoice__c Invoice_Line__c Appointment__c Their relationships are: Invoice__c is a parent (master-detail) to Invoice_Line__c Invoice_Line__c has a lookup to ...

I have a lookup field from Case-->Entitlement (Custom Object) Entitlement is an object from a managed package I want to build a new CRT that will hold data from both objects. The entitlement object ...

I discovered today with custom reports that have 'with' relationships that records 'without' related records are being returned. Custom Report Type: Accounts with Memberships When I run this report,...

I created a report that comparing months and year wise. But i need current month(Only one month) and current year. How can i get this..? I need like red marked columns only in the below image... If ...

There is a report on a dashboard, and a user is getting the error Error: The source report isn't available; it's been deleted or isn't in a folder accessible to the dashboard's running user. I tried ...

I'm trying to determine the cause of why users under a specific profile are not able to view a joined report. The report uses a custom report type and there a significant number of fields in the ...

Custom metadata (types) looks like a cool feature. I have created dozens of instances of one that I made and now I would like to create a report on them, because a list view is not good enough. So ...

My custom object Quotation have lookup with Opportunity. Another custom object Quotation Line Item have lookup with Opportunity. Now i created record on Opportunity, under this Opportunity Quotation ...

Created report for duplicate accounts, created on account and duplicate record item. getting "You don’t have sufficient privileges to perform this operation" error while accessing report

I have a requirement where i have one parent account and that account has many child accounts and their opportunities. The Account Owner of the Parent account needs to be able to report out a summary ...

I am Trying to Create custom report type same as like "Opportunity with Partners" Standard report based on one of my requirement. But i am not able to see the below information in any object. Can ...

I want to add a new feild to standard report by default without drag and drop from report builder. For custome report types,I am able to do this . How can I achieve this for standard report types?

We have a visualforce page which is used to input details about quality issues and create cases. I've created a custom case number field for newly created cases in an auto-numbered format. I've to ...

I have a matrix report on a custom report type 'Opportunities with or without events'. The matrix report is currently grouped by Opportunity Name and Campaign Name. Is there any way to calculate the ...

I have a create separate profile for a user who has the following set of permissions: Schedule Reports Manage Reports in Public Folders Subscribe to Reports Schedule Reports The user is able to ...

I have two fields in my Standard Salesforce lead report, One is text and other one is date field. When I ran my report it is observed that, the report is showing all the leads info with text and date ...

Is there any way to build a custom report type that links to multiple parent object types? For example, my Opportunity links to a Contact and to an Account directly, but I can't figure out how to join ...

We implemented custom report using report type, it is working in desktop as expected but in android and ios mobile devices getting this error. Any suggestion on this.

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 ...

i have an email who is sent in different language depending on the country of the contact. How can i create a report based on the attribute "Langue" or" Country" of my sendable Data extension ? with ...

We are using service max (managed packaged) in our salesforce org and creating report on cases (standard report type). but it is not showing all managed packaged fields in the report builder to system ...

I was asked to create a standard report to show data from master-detail object structure. Sample Data looks like this: and I am looking to create report as below: I have tried Matrix report and ...

I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts. I tried custom report type and joined reports. But couldn't get the ...

I'm poking around, writing a Python script to fetch ".reportType" XML files for all ReportTypes in an org and then do various things to those files. First up is figuring out what tables they include. ...

I have a custom field on the OpportunityLineItem and want to show it in a custom report. Current setup: Custom Report Type: Invoices with Asset OpportunityLineItem- child of Opportunity Invoice - ...

One of the great things about custom report types is that you can renamed the field labels on the columns. This could be done if say you wanted a CSV export to have column headers that confirm to a ...

I am trying to pull the changes from my Scratch org and i get the below error: ERROR: Can't retrieve non-customizable CustomObject named: CustomReportType. I had created a CustomReportType in the ...

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 ...

I have a report which doesn't filter by Lookups but by String field values. I want to show this chart on the record pages of a related record. But I am not sure how I pass in filter criteria into the ...

My Customer Community users already have access to many different reports. I created a report using a custom report type for the Process Instance object (yes, the report type is deployed). Customer ...

I need to create a report which will show all the open approval requests for the current logged in user(approver). I need to show only those approval requests which are there for Quote object. I found ...

I am simply trying to return the most recent activity for all accounts. I just want 1 row for each Account. For each row I need the ActivityDate and a couple custom fields. I used the custom report ...

How (or) Process to create a report type in salesforce that needs to identifies Managed packages in Use for Users and especially PROS CPQ.

Tried to summarize the probability field to 'Max' but it still shows all the opps under the account (+ the one with the highest one) I am using a standard 'opportunity' report - I do not want to ...

I understand the following: Custom Report Types must use the Role Hierarchy Reports using Role Hierarchy show all records below the current Role Sharing Rules allow records to be shared with roles ...

Can some one help with reports, I want to create a report with 2 different objects(Customer,Milestones) which is from same opportunity, some fields from milestones and some fields from customer. I ...

I am trying to get a Report Chart component in Lightning Service Console to auto-filter down to display average response time by account (Parent account for the case being viewed). However, the only ...

In order to build a mailing list our marketing team could use on a regular basis I have created two custom fields on our Account Object, that relate to two different contacts. I then created a custom ...

Pre-requisites already deployed: Reports & Dashboards Folders Custom Report Types Reports When uploading Dashboards I get this unhelpful error : Your upload failed. We're sending you an e-...

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 ...

I changed relationship from Lookup to Master Details. Now reports are obsolete. There is no option to change Master Details to Lookup. Is there any option to get those reports back? Other than ...

I'm trying to create campaign report where it shows each subscriber interaction. by default SFMC, generate report for by aggregating email name with its tracking result. Without mentioning each ...

I want to create a report type with OpportunityLineItem-> Opportunity->CustomObjA->CustomObjB. But I cannot select or find OpportunityLineItem in the customObj

I have a requirement to find out how many custom objects are utilized by each user in our Salesforce org. The reason to run this report is Salesforce has allocated a threshold value of Custom Objects ...

When preparing reports for a portal user I find they are unable to run my custom "Account, Opportunity, and Partner" reports that reference a Partner field. When they try to open such a report they ...

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