Reports & Dashboards

Since i started working at my current company in Salesforce - I wandered for far too long 'Why dont we have a 'leads' object and only 'Prospects' in sales cloud of salesforce (not MCAE).  

I recently found out that our Leads table was renamed to 'Prospects' about 5 years ago by an individual who no longer works for the company. They went into 'Rename Tabs and Labels' settings and did this which made the labels appear ootb showing 'Prospects' in Sales cloud wherever i was expecting to see 'Leads'.  

My question now - to clean things up so we can have a better structure of MCAE "Prospects" to "leads" to "Contacts" - i am planning to reset the rename of the Leads BACK to "Leads" and not "Prospects". I have done this in 2 of our sandboxes and everything seems to be pretty fluid and relatively quick depending on how much data you have.  

Could there would there be any API field name issues when thinking about integrations if i were to go in and rename the "leads" back to "LEADS"? 

Thanks!!! 

Hi everyone,

I'm working at an organization with a large number of folders and reports accumulated over the years. I'm looking for an app that can visually display the folder hierarchy and allow me to easily move or delete reports. Doing this manually would take too much time.   

Does anyone know of a good solution or app for this?   

Thanks in advance!   

@Reports & Dashboards 

Hi, 

I am looking to create a report to find all the accounts that have not had any visits in more than 6 months, 

Does anyone have any advice? 

Thanks

Hi,  I need to create a specific report that should show:  The number of logins to the system in the last 30 days by users belonging to public groups, grouped by public groups.    For example:  User_1 is member of Group_1 and has logged in 10 times, User_2 is member of Group_1 and Group_2 and has logged in 5 times. In the report, I'd like to see:    Group_1:      User_1: 10      User_2: 5  Group_2:      User_2: 5    Getting this data is easy using SOQL, but I have no idea how to do it using reports.   Please help me ;)     @Reports & Dashboards 

🎉 Big shoutout to our incredible Forum Ambassador, @Smitha Thomas for an awesome deep dive on "Make a Feild Avalible as a Dashboard Filter!📘 Check out the article here >> https://help.salesforce.com/s/articleView?id=005408536&type=1 

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I Have an analytics report  with 3 rows (Month, Quarter, Year), when I download it in excel, its as it should be but when i subscribe to it in analytics and it sends the excel there's an empty row under the header and  row 1 is in row 2, 2 in row 3 and row 3 is missing.  what's the issue here? i have no limit on the query   

@Reports & Dashboards 

In our client on OKTA is enable so client don't want to use ' Require periodic step-up authentication when exporting or printing' feature because it required MFA for exporting reports, so please suggest me we can disable this feature or how we can bypass this feature other the IP restriction?

Hello, @Liz Skaates, a few months ago there was an alert (shown below) that stated Reports and Dashboards will no longer be available in Classic after March 31, 2027. Is that still the plan that reports and dashboards will cease to function (view/manage) in Classic as of April 1, 2027? Or is this timeline been postponed? Furthermore, is there a potential date to retire Classic altogether? Thank you so much!