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1.211 reporting questions.

I am trying to see if I can fetch all columns in Reports object. I have the before import pandas as pd from simple_salesforce import Salesforce sf_data_cursor = Salesforce(username='mail@mail.com', ...

I've created a matrix report and I would like to know how to display it in my VF page using iframe. But I would like to be able to dynamically filter the report as users select different account ID ...

Background The telephone number fields like mobile phone and home phone on the Person Account object contain descriptive words in like: 07970 123 123 (dad mobile) Question How could I get a list/...

I have standard approval process in opportunity. I want to create a report on approval process with opportunity. I created a new report type with process instance and process instance node, but I ...

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 have matrix report where in I have only two rows, One with filter value 'Yes' and other is '-', I am trying to filter the report only with 'Yes' value, but this is not working. Also when I select ...

Is there an easy way of being able to pull regular reports on email journeys? We've had several email-only journeys live for a few months, but there doesn't seem to be an easy way of generating a ...

I create a new technician user, assigned license and permission(user can see service appointment(SA), workorder and update value on fsl mobile app). When user need to generate Service Report, I ...

Getting below error while deploying reports on different org SampleReports/Asset_Extract Report 0 0 duplicate value found: duplicates value on record with id: please help

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 have a report which show the closing ratio of salesperson. This is a summary report grouped by opp owner. It shows all opp for a given time period. Opportunity Record has 2 formula fields. First one(...

I had very high "total open" versus "unique open". After testing I saw that when I open an email on a mobile, SFMC count 2 open each time. How can I correct this ? For infomation my open tracking ...

I am stuck with one requirement in Report . I want to create report showing % of total active users vs. Amount logged in last 14 days by role so i am using user report type . Anyone has deal with ...

I have three Salesforce reports and two Visualforce pages that render as PDF pages. I'd like to print all of them with one button press. In case it matters, the reports and Visualforce pages are ...

How can I apply filter for the <analytics:reportChart> tag? I created a report chart for my Fuel__c object with a filter of date_log__c (Datetime) field, by enddate and startdate. When I embed ...

I have a salesforce report ( Accounting Seed ) that includes a number of fields. When you click on the actual entry, you can get details including a reference to an other associated record ( it is ...

I found a Reporting Notification Scheduled job in my Org. While investigating the reports for which it was created, I followed the 'Submitted By'. After logging in as that User, in Reports Tab, using ...

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.

We use Case teams and want to be able to report if the support engineer is either the owner or on the case team. This way we know the support engineers total workload. I created a report type ...

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 noticed that on each object, I have like 20-40 custom fields. Some have clear names, while others are so esoteric that I have no clue why they were created, and or what are they used for. Is ...

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 ...

I am using Lightning. I want to display a list of all u.s. states in a dashboard filter so the user can filter the data set by any state they wish. I'm running into a salesforce limit and it appears ...

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 have to export 150 reports from my org. Can anyone please suggest best way to do it? I downloaded this package to mass export reports: https://myinstance.lightning.force.com/packagingSetupUI/...

We use data.com clean dashboard to track our data integrity. One issue that is disturbing is that values, for the same field, are colored differently across the dashbaord. The field, is the ...

Has anyone been able to make this script work? http://help.exacttarget.com/en/documentation/collect_code/install_collect_code/track_conversion/ My understanding is it should work with the collect ...

i created Account Related 5 Contacts, Each Contact having Status__c (Picklist) Fieild. my question is .. Contact_1 and Contact_2 is having Status__c is A, Conatct_3 and Conatct_4 is having Status__c ...

I created a community page with a Lead report (standard lead report type), but when a user with "Partner community" profile tries to view the report gets the following message: "you don't have ...

Trying to complete this challenge, came accross this error: Challenge not yet complete... here's what's wrong: There was an unexpected error while verifying this challenge. Usually this is due to ...

We're looking to keep track of what hospital departments we're selling into. Should seem simple enough, except for the fact that sometimes sales folks will of course sell our product into multiple ...

I have a snapshot related to Opportunity records with a target custom object filtering with stage field values as 'Qualified' 'Finals' 'Won-Not Funded' snapshot runs on weekly basis. Now i am planning ...

I can't seem to figure out how to create a report showing the percentage of questions that receive at least one answer, calculated by month, for the current calendar year. Our iteration includes ...

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 org: Opportunity has a child object called Opportunity generators (Master - details) Issue: For example, if there are 10 Opportunities from Opportunity 1 to Opportunity 10 all are having child ...

I'm arranging introductory meetings with prospects that my organisation's account managers are not currently familiar with. This is to either increase business within existing accounts or engage new ...

I'm encountering the same issue as posted here: Report Folder visible to all users even when not shared What was the resolution? The specific user profile has both of these settings unchecked View ...

I Created a report to show all the reports not run in last 6 months and not part of any dashboard, report has returned about 700 reports. I want to move these 700 reports to Quarantine folder before I ...

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 ...

I want to export the records from Opportunity where Stage is not in "Approve" and its Notes And Attachments with Name contains "XYZ". I don't see any option to fetch Notes and Attachments in Reports. ...

I am very green to Salesforce and am trying to achieve what I think should be a very simple thing. We use Salesforce and Pardot. Our business would like to understand the lead source and the demo ...

I have a profile that is assigned to see cases of a particular record type and they can view those cases. We have a report that displays cases with the filter criteria being cases of that record ...

I'm facing issues in inserting reports inside the lightning component. As in VF pages we have analytics report tag or iframe..but in lightning i'm not able to find a solution. If any body has done it.....

One of the SFDC Admins asked if there is a way I can find out if certain fields are used in any reports/code. I have the code portion covered but I can't figure out how to find if the fields are used ...

I want to build a button on a visualforce page that takes the user to a report. The vf page has 5 filters that a user can choose from. I can pass the value in the filter to the report using pv0={}&...

I am trying to create a report on case history and I have enabled history tracking on case owner but the old value and New value are displaying Case Status instead of Owner how can I update the old ...

Trying to find a way to determine how many unique people we contacted. People are in multiple campaigns, so searching by assigned didn't get me the results I wanted. I tried searching for accounts ...

So on the attached image there is my report, I was just wondering if you can calculate average from each subtotal divided by number of days (grouped by week). I can't just divide it by 5 as it will ...

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