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Jacques GauthierJacques Gauthier 
Hello everyone!

Does anyone know how to build a report with a time frame "This Day Last Year"?  Something like ((Today)-365).  I am trying to run a report for activity that occured the same day last year (and possibly years prior).

Alternatively, I would also welcome "this week last year".

Your help is appreciated.
J.
Best Answer chosen by Jacques Gauthier
Steve DoddSteve Dodd

Try using two date filters:

DateField greater than 365 DAYS AGO
and
DateField less than last 358 DAYS AGO

Pat McAbeePat McAbee 
I need to create a report that will show all accounts that have not had any sales in the previous 12 months. Any help would be much appreciated.

Thanks!
Best Answer chosen by Miglena (Salesforce.com) 
James GarfieldJames Garfield
Hey Pat,

If you are looking for a report to show accounts that havent had activity in the last 12 months you can just replicate the below screen shot. Just run the report based on accounts. When you say sales within the previous 12 months are you saying that there is an activity stored for this? 


Best of luck!
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I dont have any accounts w/ activities later than that date but if I did they would appear!

Chadia MokhchaneChadia Mokhchane 
Hi all,

I've build an opp product report. I have a specific field named 'terminal", in the report output the system shows me a certain number of accounts without a terminal. When I look at the account page, a terminal is entered in the field. What could be the issue?

Best,
Chadia
Best Answer chosen by Chadia Mokhchane
Ataul AliAtaul Ali
The reason could be that the custom field 'Terminal' is not added to the Custom Report type which is being used.

The way to do it is as follow:

Quick Find -> Report Type -> Then from the list of the report Type find the report type which you are currently using and click the to open 

Go Down to fields available for report section  and click edit layout. And the field 'Terminal'.

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Best Answer chosen by Sara Massey
Mayank SrivastavaMayank Srivastava
Sara, unfortunately that isn't an option with the gauge component. There's a popular idea that asks for it and I highly recommend upvoting it:
https://success.salesforce.com/ideaView?id=08730000000BpXOAA0

Sorry I wish I had a better answer for you.
Nudrath KhanNudrath Khan 
I was working on the Summary report and there was a need to sort the summary column instead of the grouping column, is this possible?
 
Example:
                                Bookings
Customer
 
A                                             5
B                                             1
C                                             2
 
 
Currently in summary report, customer is sorted since that’s the one we are grouping on and the summary column “Bookings” is not allowed to be sorted since this is the summary column. I checked the sales force forum and googled it, it seems this is the limitation of the summary report from salesforce, is that correct, or can we can somehow sort the summary columns???  Anyone?

~NK
Best Answer chosen by Miglena (Salesforce.com) 
Nicolai W HjorthNicolai W Hjorth
In my experience, the only way to sort on a summary column is to add it to a dashboard as a table, and set the sort by value properti.

-Nicolai
Lindsay WhitbreadLindsay Whitbread 
I have turned on the New Notes and unable to search for Notes in Reports through File and Content Report. How do you report on the New Notes?
Best Answer chosen by Lindsay Whitbread
Lindsay WhitbreadLindsay Whitbread
I did follow the guide from Create a Report on Your Notes (https://help.salesforce.com/apex/HTViewHelpDoc?id=notes_create_report.htm&language=th) and my report showed blank. This morning, I removed all the fields that the report is filled with by default and just kept the set of fields per the guide, and that did it!

Then I added back all the fields and discovered that the New Notes won't show if you have below fields selected:
  • Downloaded By
  • Download Date
  • Download User Type
  • Link Name
  • Link Created Date
  • Link Expiration Date
  • Password Protected Link
  • Link Last Accessed Date
  • Total Link Accesses
Steve BishoffSteve Bishoff 
I want to filter a report based on on a specific and long list of our acount numbers. How do I input this list into my report?
Best Answer chosen by Moderator (salesforce.com) 
Rhonda RossRhonda Ross
How long is "long?"  You could set up report criteria that looks like:

Account Number = 1234,1235,1236,1237,1238  etc
Account Number - 2345,2346,2345 etc

With up to 10 lines

And then do (1 or 2 or 3 ... or 10)

Depending on # of accounts, and how many characters are in the number, you may be able to do this way, or it may be too long and not work.

Limit is up to 10 lines of conditions.
And within each condition, max # characters is 1000.
Steve MolisSteve Molis 
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Opportunity History Reports are f*cking awesome, they allow you to see the complete lifecycle of the Opportunity tracking changes to the "core" Opportunity Metrics: Amount, Stage, Close Date, Probability%, Forecast Category. And unlike Field History Reports they're available right out of the box and immediately have access to historical data from "Day 1" of your SFDC org.  In other words: they work retroactively.  They also have more robust Field Filtering, and access to Cross-Filters (they also don't look like they fell out of the top of the Ugly Tree and hit every branch on the way down).
 
However Opportunity History Reports do have an Achilles’ Heel:  You can’t easily see or filter by the current Stage, Amount, Probability%, Close Date, Forecast Category.  But you can do this (and whole lot more!) just by adding a few simple Formula Fields to the Opportunity Object.  Now some folks are probably saying: 

“I don’t want to add more formula fields, I don’t want my Opportunity to look like a Race Car at the Daytona 500!”. 

Here’s the thing; you don’t need to add the new fields to the Opportunity Page Layout, you just need to give the Users/Profiles “Read” access to the Data in the fields.  So you can keep your precious Opportunity Page layouts as pure as the driven snow in an Ansel Adams landscape.
 
Anyway, it's just an idea that I came up with.  I’m like Leonardo DaVinci, my mind is full of ideas...  although most of them are about as useless as a Wooden Helicopter powered by ropes and pulleys. 
 
And now without further ado here are the fields:
 
Current Stage
Datatype = Formula
Result = Text
Formula = TEXT(StageName)
 
Current Close Date
Datatype = Formula
Result = Date
Formula = CloseDate
 
Current Probability%
Datatype = Formula
Result = Percent 0 decimals
Formula = Probability
 
Current Amount
Datatype = Formula
Result = Currency
Formula = Amount
 
Current Forecast Category
Datatype = Formula
Result = Text
Formula = TEXT(ForecastCategoryName)  

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Best Answer chosen by Miglena (Salesforce.com) 
Steve MolisSteve Molis
Hi Nate,
If you need a report that shows the current Stage, Close Date, $Amount, Probability% and the historical changes to those fields in 1 Report.    

For eaxmple:  Yuo need a Report of all Opportunities that are currently in the Negotiation/Review Stage with the complete History of Stages, $Amount, Probability, Close Date, etc.  

With a standard Opportunity History Report if you Filter the Report by "To Stage" [equals] Negotiation/Review you'll get any Opportunity that was ever in the Negotiation/Review stage regardless of what Stage they are currently in. 
Emily JensenEmily Jensen 
I'm cleaning up reports and running into an error that says I can't delete a report because it's being used in one or more dashboards. Where do I find which dashboards it's being used in? 

I searched the idea exchange and it seems this functionality was delivered....
https://success.salesforce.com/ideaView?id=08730000000BrZ8AAK 
Best Answer chosen by Emily Jensen
Rajkumar MuthusamyRajkumar Muthusamy
Hi Emily,

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. 

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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..!

-RajKumaR
Mary Masi-PhelpsMary Masi-Phelps 
We need to divide up accounts partly by letter of the alphabet, and want to make sure each rep gets 'x' accounts, say within NYC. I'm thinking we could create a hidden picklist field with the 26 letters of the alphabet, and populate it with the first letter of the account name (accounting for "The XYZ company", etc.). Then we use the picklist to create buckets in a report to get the number of accounts beginning A-F,G-K, etc., and then we just play with the buckets to balance the territory. Can anyone suggest a better/easier way? Thanks.
Best Answer chosen by Mary Masi-Phelps
Phillip SouthernPhillip Southern
Outside of some code monitoring I think you're on the right track.  You could also do a formula field to do this but it will literally pull the first letter:
LEFT( Name , 1)

For variables like "The", you could build in those exceptions: IF(LEFT(Name,3)='The',Left(Name,5),Left(Name,1))