Check rows to filter, then drill down by in Reports in Salesforce
Check rows to filter, then drill down by in Reports in Salesforce is used to change the group by field in the report. It is available only in Summary and Matrix ....
Tag: Reports and Dashboards in Salesforce
Report on Event and invitees in Salesforce
Select Events with Invitees report type. Make the report format as Summary and group it by Event Invitation.
Dynamic filters for reports in Salesforce
Follow the below steps to change report criteria dynamically in Salesforce 1. Create a report with conditions null or blank. 2. Create a Visualforce page. <apex:page> <apex:form > <apex:pageBlock ....
How to find from which Email To Case service the case was generated in Salesforce?
From EmailMessage object we can find from which Email to Case's Email Address, the case is generated. We can also write a trigger on EmailMessage object to update this value ....
How to create a report for Cases from email to case in Salesforce?
To create a report for Cases from email to case in Salesforce, create a report with Cases with Emails report type. Cheers!!!
Historical Trend Reporting in Salesforce
Historical Trend Reporting in Salesforce is used to capture historical data of Opportunity and upto 3 custom objects for the last 3 months. Follow the below steps to setup Historical Trend ....
How to change report criteria dynamically in Salesforce?
To change report criteria dynamically in Salesforce, we have to pass the filter criteria in the URL. Follow the below steps to change report criteria dynamically in Salesforce 1. Create a ....
Formulas in Report Builder
Formulas let you create custom summaries based on calculated values using report data. These formulas can then be used as columns in your report. To add a new formula to ....
How to export a report as an Excel file?
1. Open the Report. 2. Click "Export Details". 3. Click "Export". 4. Click "Save". 5. Click "Done".
Scatter Charts in Salesforce
Plot two numerical summaries against one another to visualize the correlation between values for a particular grouping on a report. Use scatter charts to show meaningful information using one or ....