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Motshidise Violet TlhokweMotshidise Violet Tlhokwe 
When my Sales Manager runs a report, it shows duplication of data. First and second row shows the exact same information. Please help?
Best Answer chosen by Motshidise Violet Tlhokwe
Motshidise Violet TlhokweMotshidise Violet Tlhokwe
Fugured it out!
Jody PupeckiJody Pupecki 
We are using the non-profit CRM and created a custom field in the household view for newsletter since we only want one newsletter going to the house even though there might be multiple contacts listed in the household.

When I create a custom report to pull the right information from the household for mailing labels we found that when running the report, if there were 3 contacts listed in the household then the report listed the household 3 times.  How do I hide the duplicates so when I run the report I am only seeing the household listed once?
Best Answer chosen by Moderator ( 
Judi SohnJudi Sohn
 Hi Jody, I believe you're using the wrong report type for your report.

You are starting with a report that begins with Contacts and including Households, right? That's your problem. The report is looking at each individual and giving you that data. So if you have 4 people in a Household you're getting each person in the Household on each row of the report. 

Instead, create a new custom report and select "Other Reports" from the box on the far left, then "Households" in the middle box.

Now you'll get a report which each Household in its own line. Mind you, this report won't have any contact-specific data unless you've added fields that pull data from household contacts. But for a postal mailing list, this is what you want. 
Brenna HawkBrenna Hawk 

We have a checkbox to designate "Main" contacts on accounts but I need to find all accounts that don't have a "Main" contact. The problem is, these accounts have other contacts. I pulled a report of all the accounts with contacts not marked as "Main" but that doesn't mean there isn't a contact on the account marked as "Main". I'm not sure where to go from here. Any ideas? Thanks!

Best Answer chosen by Brenna Hawk
Steve MolisSteve Molis
Which editon of SFDC are you using?  If you're on EE or above you could try using a Cross-Filter like: 

Accounts without Contacts
Main equals "True" (

Sarah AlbersSarah Albers 

I want not only the date, but the time of creation to show up in a report on a custom object.  I would like to capture records created today (or 1 day) and sort them by time of creation. 

It does appear to be sorting based on time of creation, but the only evidence of this is if we open the record and check.  How can I get it to show up in the report?

Thanks friends!

Best Answer chosen by Moderator ( 
Steve MolisSteve Molis
Hi Sarah,
You can do that by creating a custom Formula Field (DateTime) and insert CreatedDate in the Formula Wizard.  

PS.  Don't ask me why this works, it just does.
Eric DreshfieldEric Dreshfield 
Is it possible to get a report of users by license type ?  

I need a listing of which users are "Salesforce" versus which are "Salesforce Platform".

I've tried a custom field on the user object:  TEXT(Profile.UserType)  
     but that only returns the following values: CsnOnly; Guest; Standard
and based upon the counts the "Standard" includes both my Salesforce and my Salesforce Platform users.

How can I break that out separately so I know which users hold which license ?
Best Answer chosen by Moderator ( 
Eric DreshfieldEric Dreshfield
I got it worked out....a custom formula field on the object that has this as the fomula:


Thanks to @Nick_Whitney for replying to my tweet with this question !
Brian HaskinBrian Haskin 
I would like to create an activity report that includes certain details of emails, tasks and events, and also shows the name of any files or documents that are linked to those activities. I don't see a file or attachement field to use in the report creator area. Any ideas on how I would do this?
Best Answer chosen by Brian Haskin
Kishore B TKishore B T

This is under Ideas, 

Please upvote.

Steve MolisSteve Molis 
Here's a Formula I built to create an "Ultimate Parent Account" field that you can use to create Opportunity Pipeline reports that roll up all Opportunities under the top Account in the hierarchy. 

*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***

Datatype: Formula 
Result: TEXT 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name,

Best Answer chosen by Miglena ( 
Steve MolisSteve Molis
An #AWESOME bonus tip from @Jeremiah Dohn to turn the Ultimate Parent into a Hyperlink to that Account

Datatype: Formula 
Result: TEXT 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, 

Andy MansonAndy Manson 
Hello, I am trying to create a dashboard for me and my other admins to use to help us see the health of our salesforce account.  

So far I have the usual suspects, accounts that have not logged in for X months, how many accounts we have vs available licences, etc.    I would like to create report that shows how close we are to hitting our storage capacity, but I cannot find anyway to access that data from the report builder!  

Does anyone know if this is possible?
Best Answer chosen by Moderator ( 
Amber BoazAmber Boaz
I created a visualforce page that was nothing but an iFrame to the storage allocation page.  It wasn't elegant and I'm not sure how it would appear if the dashboard were emailed, but it worked for me.
Michael OttMichael Ott 
Hi all,

I have enabled historical trending for two fields in a custom object. 

Created a simple tabular report showing record name, trackable records, historical date and current date. All looking great in the preview, even colour coded, yay!

However, when I try to run report (I'm using Lightning), I get the message: " Historical trend data is unavailable in the report format requested. Change the report format to matrix and try again." 

Changing the report to matrix only shows the total record count between historical date and today (something I have no need to track), and no useful values...

Any help please?

Thank you!
Best Answer chosen by Michael Ott
rohit sfdcrohit sfdc
As you might know, Historical trend reporting with charts is supported in Lightning Experience, but tabular views of historical trend reports aren’t available.

When you create a matrix report, you can group your matrix report with record name, that way, it will show the data to you grouped by record name (not exactly looks like tabular, but this is one of choices you have now, since lightning doesnt supports tabular view of historical trends)

There is this cheatsheet, could be of use to you
Koy TrosclairKoy Trosclair 
After following all actions defined in "Share, Schedule, and Subscribe to reports and Dashboards" task on Trailhead to Create and share a dashboard snapshot, I am able to see the post with the Dashboard Snapshot in Chatter. However, when I click "Check Challenge" I get the following message; "Challenge Not yet complete... here's what's wrong:
The dashboard snapshot post to Chatter was not found." Below is a screenshot of my Chatter post, can you please advise how to complete this task? Thanks in advance!
Trailhead Training Module: Reports & Dashboards
Best Answer chosen by Ed ( 
Mark LottMark Lott
I had this same problem. I solved it by creating the dashboard snapshot using the classic interface. Doesn't seem to work in lightning