I also only want to be able to show Folders on the left hand nav, they don't have the ability to create their own reports, so Reports Created by Me and Private Reports are useless to them.
Any way to do this? I can't find anywhere that allows me to modify the columns for the community view...I know I can add and remove columns in the Reports Tab in Salesforce, but that doesn't seem to translate over to the Portal.
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.
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!
Okay the Values in your Fields are the opposite of what I was expecting from the information you provided in your first post. I expected the "End" Hour to be after/greater than the "Start" Hour, but that's not what I'm seeing in your Report screenshot
( 10 - 14 ) = -4 and -4 is not >= 3
So if that's the data you're dealing with you'll need to flip the Fields in your Math (like this)
(VALUE(TEXT( ETA_Hour__c )) - VALUE(TEXT( Delivery_Window_Hour_End__c))) >= 3
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 ?
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: https://help.salesforce.com/articleView?id=Scheduled-Reports-Limitations-Considerations&language=en_US&type=1
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: https://help.salesforce.com/articleView?id=reports_subscribe_lex.htm&type=5
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.
*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***
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, IF(NOT(ISBLANK(Parent.Name)),Parent.Name, Name)))))
HYPERLINK('/' + 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.Name)),Parent.Id, 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, IF(NOT(ISBLANK(Parent.Name)),Parent.Name, Name))))))