LEFT( Name , 1)
For variables like "The", you could build in those exceptions: IF(LEFT(Name,3)='The',Left(Name,5),Left(Name,1))
1:15pm 3/6/17, Browser
1:30pm 3/6/17, Browser
1:45pm 3/6/17, OAuth
Report should equal:
3/6/17: Chrissy = 1-Browser, 1-OAuth
Tips & Tricks: "The Power of One" the Greatest Formula Ever Written*
is it possibile create a Report that show me only leads that in a specified time chang their status?
for example, i want a report that show me only leads that today change from "new leads" to "contact lead" (field status)
need to create new date field on the lead object and build process builder/workflow rule to populate the today date if Lead status is changed from "new leads" to "contact lead". Then create lead report and filter by that field.
I've read through H&T and can't find any specific references.
For example, on my x-axis I want to show Outcome values from a picklist. The longest picklist value is a length of 21 (including spaces).
The maximum length of a picklist value shown on the graph within the report (and visible on the dashboard) is about 9 characters.
Can I reduce the width of the bars (I know these will reduce autom. when we have more records to report) to accommodate longer x-axis labels?
I cannot change the wording of my picklist values as they are recognised business related outcomes.
Any advice would be greatly appreciated. Thank you.
Idea is to schedule a report every morning for when that reminder date equals today
I'm always careful of ceating new activity fields as there is a 100 field limit. If you're a way off the limit gor for it.
If you are close to the limit use something like the fieldtrip app to see what custom activity fields are not being used / underused and then remove them.
One final thought could you use the task due date -X days in a report to view tasks that need to close in the next X days?
Hope this helps
Run Reports on Your Agents’ Availability and Work Assignments
Gain insight into your Omni-Channel agents’ activities with custom reports. You can run reports on your agents’ Presence Statuses and their work assignments.
Want to know how much time your agents spend in a certain state or make sure they’re meeting compliance standards? Run a report or create a dashboard on the User Presence object. The User Presence object tracks your agents’ statuses throughout theirOmni-Channel sessions.
Maybe you want to take a peek at how your agents are managing their work assignments. Create reports on the Agent Work object to see how many work items your agents accept and decline, their average speed to answer, or average handle times.Here’s an overview of how all the pieces of Omni-Channel fit together.
Report on Knowledge Articles is possible but the Data Category is only available as a filter. Not as an actual column. Create a report of type Knowledge Articles and add a filter. You will see an extra filter for this type of report which makes it possible to filter on data categories. But it won't allow you to create, for instance, a summary report on Data Categories.
do this for each of the Lookup(User) fields.
Then send me some of these ->
I searched the idea exchange and it seems this functionality was delivered....
You can create custom report type as follows, Create a report based on this report type add filter condition on report last run or created date etc.
Drack the component name and report name in the report, Identify the Dashboard component along with report then delete dashbaord first and then delete reports.
May help this..!