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Showing posts with label Reports AND Dashboards. Show all posts
Showing posts with label Reports AND Dashboards. Show all posts

Thursday 22 August 2013

Salesforce converted currency in report?

In Salesforce, there is a field type "currency", as a standard field for example Amount in Opportunity, and we can create custom field with data type is currency.

If you enable multi-currency in your Salesforce instance, if the currency is not in the Corporate currency, you will find the corporate currency show in parenthesis after the amount.

In report, you will find (converted) field for each currency field. You can add it into report as other normal field. But, you cannot add converted field as report filter (as of now).

Solution: use original currency as filter and add currency code. Example: USD 300, SGD 500, JPY 10,000 and etc.


Wednesday 21 August 2013

How We can get the list of contacts and accounts converted from leads on a particular Date?

We can get the list of contacts and accounts converted from leads on a particular Date

Actually everyone thinks it's impossible to find Solution,But after a lot of research I found a way for this:

Run a Report on Account History/ Contact History with a Specified date and Add the Filter Field/Event set to Created by Lead Covert to find the records that were created upon lead conversion, or set to Lead Converted to Contact to find the records that already exist and merged with lead conversion.




Sunday 26 May 2013

Report should be available only to CEO, for others it should be hide, how can we do it?

For a specific Report:
* Specific Report can be controlled by creating a custom report folder and assigning just the CEO as a viewer of this folder. All reports in the folder will be visible to the CEO only in that scenario.
* Observe below screen shots:




 For the Reports Tab:
* Reports Tab can be controlled by the User Profile

Saturday 25 May 2013

Types of Reports in Salesforce?

Tabular

     Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

Summary

     Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.

Matrix

     Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

Joined

     Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

Thursday 16 May 2013

Dynamic Dashboard in Salesforce?


  1. Dashboard which is running under current logged in user permission are known as “dynamic Dasboard”. 
  2. At the most 3 dynamic dashboards can be built
  3. Available in Unlimited, Enterprise and developer edition. 
  4. Dynamic dashboard cannot be scheduled for refresh. It must be scheduled manually.