#Reports & Dashboards148 discussing

Hello everyone. 

Does anyone know of a trailmix, badge, or trail that could help me create a reporting agent—an autonomous agent that generates business intelligence using natural language? 

I want to learn how to create an agent that will help me create a predictive experiment analysis. 

If anyone knows of a learning path, I would greatly appreciate the help. 

Greetings to all. 

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 

Hi All,    I'm trying to figure out a way to create reports for the platform events published and the streaming monitor app installed in Data Cloud. Is there a way we can set this up? Any inputs will be much appreciated     Thanks,  Clinton Fernandes     

Is it possible to do inline editing for TIME fields in reports and list views? All the information I can find is for Date/Time fields and mostly from a few years ago. Are TIME fields (without date) available for inline editing in 2026? 

Are you ready for MFA, Phishing Resistant MFA, Transaction Security Enhancements and Step-Up Authentication for Reports?  

Salesforce is due to enforce these security changes over the next few months.  

Prepare ahead using my how-to guide on Salesforce Ben

#Salesforce Admin #TrailblazerCommunity #Salesforce Developer #Security #MFA #PhishingResistantMFA #TransactionSecurityPolicy #Reports & Dashboards #Trailblazer #AwesomeAdmins

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Hi Salesforce experts,

I’m looking for a solution to display a tabular/detail report (no chart) on Lighting page or visualforce page. 

Any idea on how i could accomplish it? 

Thank you

#Reports & Dashboards #Lightning Experience Reports #Report

Following up the above , 

We can fetch the click details through MCAE API connection and download that report through SFTP server. 

For the above statement we definitly need any middleware to implement the API query and see the results.  

Is there any integration documentation to implement middleware to fetch API query and see the results?

#Salesforce Developer  #Reports & Dashboards  #Pardot B2b Marketing Automation

Saw a notice today about a number of security changes happening with SF and the ones I have some questions on are around the new MFA prompting for when they run or view/export reports.  I know we can set a cool down period, but it looks like at least every 2 hours anyone looking at a report will need to redo MFA is that correct?  What about reports on dashboard, etc? Just wondering if anyone has any insight. Prepare for the upcoming Step-up Authentication requirements on Report Actions

I am struggling with some limitations of native Salesforce reporting and wondering if it's time to move to PowerBi or Tableau. We are a nonprofit working to reduce poverty in our community. One of the primary challenges is that we have a "lifetime" model, which means that people can engage in our services, disengage and then re-engage at a later date, as long as they are still in poverty (mix of federal guidelines and our own cost of living data). Each time a person engages with us, we create a new Intake and that Intake is then connected to other objects like trainings, employments, service plans, etc. So in effect each Intake (we call it Program Engagement) is like a chapter of a person's journey with us. This allows us to do some time based reporting as well as holistic outcomes. The challenge is that not everything is connected to a program engagement, as some things are more "evergreen" and not just tied to a specific point in time. For example we track referrals, and since people can come and go, the place they were referred by "today" may not be the place they get referred by 2 years from now. We can get a LOT of reporting via native reports, using report types, lookups, etc however, there are just times when the lifetime model creates some data/outcome "noise". So I am wondering if moving to PowerBi or Tableau would be the best long term solution, however, those solutions do come with a new learning curve, costs, etc.  As we want to keep people in Salesforce as much as possible and not have some Dashboards in SF and then other dashboards in PowerBi, etc.  So what are the pros/cons? Price is one, visibility is another, as not everyone needs to create Dashboards/reports but still need to view them. So....?