Reports & Dashboards

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A dashboard with over reports using 3 different custom report types, A, B, C.   The report types B and C custom objects have no parent child relations with the custom objects in report type A.   The dashboard filter is based on the custom object/field in report type A.  

So Dashboard components using report type B or C has the "unavailable. There are no related fields in the report." error.

Any suggestion to get the Dashboard filter working for components using report types B and C?

Hi Community,    I'm trying to build a Case report in Salesforce and need some guidance on the configuration.    **Requirement Overview:**  I need a summary report on the Case object that groups data by two fields:  - **Record Type** (standard field)  - **Request** (custom field)    For each unique combination of Record Type + Request, I need the following three columns:    1. **Closed Cases Count** – Count of cases where the Status picklist field contains "Closed"  2. **Open/Non-Closed Cases Count** – Count of cases where the Status field does NOT contain "Closed"  3. **SLA Missed Count** – Count of cases where the SLAMissed field (checkbox) is TRUE    **What I've tried / Where I'm stuck:**  I can group by Record Type and Request easily, but I'm struggling to get three separate conditional counts in the same report row. Salesforce summary reports don't natively support conditional column counts (like COUNTIF in Excel), so I'm not sure of the best approach.    **Questions:**  - Is this achievable with a native Salesforce Summary or Matrix report using bucket fields or custom summary formula.    Any guidance or examples would be greatly appreciated. Thanks in advance!   

@Reports & Dashboards 

My report does not show email contact despite that the email is well set up under contact information 

I noticed that the "Full Name" is not visible on my report as well despite that the contact is well added to the Account   Contact ID is missing as well

@Reports & Dashboards 

When trying to modify existing reports within the report builder, I'm unable to reorder columns or groupings.  When I click on and drag an existing field on the report my browser completely locks up.  These are not large reports.    I'm able to add and remove fields but cannot reorder them.  This is happening in Edge and Chrome.    @Reports & Dashboards 

Hi - Our sales team does their targeting by exporting opportunity data from SFDC to excel via a formatted report. One issue we are coming across is that when you export a report to a formatted view, a count row automatically appears at the bottom. Since the count row is a merged cell, users cannot sort their data in excel without removing the merged 'count' labelled column.    I am trying to find a solution where we can use formatted excel reports, but automatically remove the count row / column, so this is not a manual process for sales.    FYI - We prefer to use formatted report vs. CSV details since its more user friendly   

@Reports & Dashboards 

Hello,   

I’m currently working on setting up filters for two or more countries in one dashboard. I understand this can be done by applying a ‘Market’ filter at the dashboard level. However, some components may not be reflected properly, as their report filters does not have the right ‘Market’ filter (some of them is Market Code/Market Name etc)   

Currently, I haven’t found a solution that allows filtering by ‘Market’ and applies consistently across all dashboard components (reports).    

Could anyone advise if this is possible (either with or without admin configuration)?    

Thank you in advance for any insights or suggestions     @Reports & Dashboards