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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 !
Larissa JohnsonLarissa Johnson 
Is there a solution to default the toggle chart to "off" for reports in Lightning? I have reports which we do not have a report chart built in the report for, but everytime I open the report it defaults to a standard chart on the report. I would prefer the default be off, but can't find a way around this.
Best Answer chosen by Larissa Johnson
Erick BurtnessErick Burtness
I was able to work around this by editing my report and switching it to Tabular format so there was no grouping available for a chart, running it, saving it, then switching back to Summary format and adding my group fields back in.
Rick ScouffasRick Scouffas 
I'm trying to insert a formula field to a report that will show close rates but I keep getting an error.  Below are the screenshots of the report, and then the formula I'm trying to build and the error I'm getting.  Seems like it should be working but for some reason it's not, it's telling me I have an, "Invalid custom summary formula definition."

User-added image

User-added image
Best Answer chosen by Rick Scouffas
Christine MarshallChristine Marshall
For this type of report formula you need to choose a grouping level - you currently have it set at 'All Summary Levels'. Chose the option below 'At a specific row/column grouping level'.

Claudine IgnacioClaudine Ignacio 
Hi. Can anyone help me understand why scheduling reports is different in Lightning (where you will Click the Subscribe button on the report) and in Classic it is asking for a running user when in Lightning it doesn't. Also why in Salesforce Classic I can only Schedule Future Runs to be sent out to specific users but only in a limited 2 reports at the same time while on Lightning I can actually schedule 5 reports at the same time. Thanks for your help! I'm a newbie in Salesforce
Best Answer chosen by Claudine Ignacio
Christine MarshallChristine Marshall
Scheduling a report (classic) and subscribing to a report (Lightning) are essentially the same thing; it produces the same results. A report of refreshed and emailed to you at a frequency you choose.

Lightning comes with several enhancements, including the ability to schedule 5 reports at a time. This is a benefit with lightning. Don't forget that Salesforce want peple to move to lightning so they off enhanced options in the new interface that you won't get in the old interface.

Classic Schedule Future Runs Limitaitons:

1) Frequency is based upon your edition. It can be one report or two per hour, or one per hour off peak only.
2) Total number of scheduled reports is the same limit for all organization types and annotates how many reports can be scheduled in total for the organization: the maximum is 200 schedules.

For more please check out this article:

In Lightning you can specify the runing user:

Under 'Run Report As', specify who runs the report.
Me — You run the report, and recipients see report data in the emailed report as you.
Another Person — Specify someone who has permission to run reports and who has access to the report.

For more information please see here:
Karen HigginsKaren Higgins 
How do I run a report of contacts that were created by lead conversion?  I know that you can run a report of leads that were converted to contacts but how do you do this the other way round?  In summary, I would like to be able to produce a single report of contacts and easily identify which ones were created as new contacts and which ones were created by converting existing leads.

Many thanks
Best Answer chosen by Karen Higgins
Adjasant Cloud ConsultingAdjasant Cloud Consulting
Hi Karen,

There is no straight method.

Below workaroudn will help.

1. Create a forumula field in Lead, named Lead Id, and refer to value Id and save. No need to place on page layouts.
2. Create a text field in contact named Source Lead Id (width say 25 characters)) and save.
3. Edit Lead Field Mapping and map the Lead Id field to Source Lead Id field.

Now you can filter on this field in contacts, in your reports.


For legacy records,
Use Data Loader, export the below query.
             Select Id, ContactId from Lead where IsConverted=false

Update the Contact back with Id field matching Source Lead Id from the above query.

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, 

Rick ScouffasRick Scouffas 
Does anyone have a workaround on how to incorporate cumulative forecast categories for forecast reporting needs?  I would like to be able to run forecast reports using cumulative forecast category and I know Salesforce doesn't allow that currently.  I have successfully built a custom report type so I can report on quotas compared to amounts by category, but it's the standard forecast category and isn't accurate since we need forecast cateogry cumulated.
Best Answer chosen by Bhavin ( 
EdEd ( 
Hi Rick,

This has not been implemented yet. You can vote for this idea from IdeaExchange:

As for a workaround in reports, since you cannot use text criteria in summary formulas you will not be able to use PREVGROUPVAL as it may return inaccurate results.

Chris MatthewsChris Matthews 

It keeps telling me incorrect date format and I can't find it in the help. 

I should be able to have a dynamic date range, correct?
Best Answer chosen by Moderator ( 
Jason ChuJason Chu
Believe you actually want to set it to:

Last Activity equals "LAST 180 DAYS"

Seach for "Special Date Values for Filter Criteria" in help.
Dan LutonDan Luton 
I assume this has been asked many times before but all the answers I have found relate to field level security which is not an issue.

I am logged on as an administrator and am trying to run a custom report on Contacts related to a Custom Object. There are multiple number fields in the object which I was able to report on yesterday, but all of the fields I have created today do not appear in the Available Fields in the custom report now. They are configured in exactly the same way as previous number fields, I have access to them in the Field Level settings and there are no Sharing restrictions in place in this App. I also have access to the Record types through my profile.

I can even see and edit the fields in the custom object but am then not able to report on those edits.

Any ideas?
Best Answer chosen by Moderator ( 
Elizabeth DavidsonElizabeth Davidson
Actually this is  an easy one but hard before you've come across it!

What you need to do is go back into the custom report type, you'll need to add the fields you created since creating the custom report type to be available in the report type.

WHY on earth this is not something to choose during field creation I have no idea, but that's what is happening.  

here's a link to more details- it's talking more in terms of the old report builder but you'll get the idea of what to do:

Good luck! And don't feel bad, I was ready to scream until I figured this out!
Fen WestphalFen Westphal 
Hi , 
our "Enable access levels for sharing report and dashboard folders" perm has been turned on recently. Since that it was not possible to schedule a dashboard to sent to Chatter Free User. 
Is there any way to turn off "Enable access levels for sharing report and dashboard folders" perm again? 
Any help is appreciated. Thank you,
Best Answer chosen by Ed ( 
George DummarGeorge Dummar
This sharing feature is available under:
Setup > Folder Sharing

However, be aware of the limitations that can arise once you roll back to the former "disabled" access. See here for more details: