Tag: Reports and Dashboards in Salesforce

Using SOQL: SELECT Id, Name, Alias FROM User WHERE IsActive = true AND Profile.UserLicense.Name = 'Salesforce' Using Report: 1. Go to Setup --> Customize --> Users --> Fields --> Create ....

Salesforce currently doesn't support cross filter in Joined Report. Check the below article for work aroud. https://help.salesforce.com/articleView?id=000221790&type=1 Vote the below Salesfore idea and keep monitoring. https://success.salesforce.com/ideaView?id=08730000000gMcIAAU

Currently Salesforce joined report doesn't support showing Joined Report Results for Records matching on both Sides. Vote the below Idea on Salesforce and keep monitoring. https://success.salesforce.com/ideaView?id=08730000000hnQAAAY

1. Create a Custom Report Type. 2. Create a report with the custom report type created. Cheers!!!

1. Go to Report Types. 2. Create a new Lead Report Type. 3. Save the Custom Lead Report Type. 4. Click "Edit Layout". 5. Select "Add fields related via lookup". ....

Each dashboard has a running user, whose security settings determine which data to display in a dashboard. If the running user is a specific user, all dashboard viewers see data ....

1. Open the Dashboard. 2. Select "Post Snapshot to Dashboard Feed" from the menu. 3. Enter the comments and click "Ok". Output: Cheers!!!

colDt_s and colDt_e are used to dynamically pass From and To date in Time Frame section in Report in Salesforce. Sample Code: String reportURL = '/{!ReportId}?colDt_s={!DateField}&colDt_e={!DateField}'; Check the below links for ....

1. Go to Reports tab. 2. Click "New Report..." button. 3. Select Lead report type and click "Create" button. 4. Make the report format at Matrix. 5. In Row wise ....