Salesforce IdeaExchange

6633

Custom Report Types

Can we create/manage custom report types that mix and match data from a variety of fields and objects? For example, an Account report that auto adds all opportunity amounts, or a report on Campaign Source field within Opportunities.

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HRearden 10/09/06	Yes, this feature, the holy grail we've been waiting for: JOIN TABLES. I would give my first born for this feature.
AmandaFoord 10/10/06	I would love to be able to exception reporting by changing the joins on the table, and selecting only certain fields to appear on a custom report type. It would also be great if you could apply filters to the custom report type so users did not have to consistently have to add standard filters that are applied to all reports.
Southpaw 10/10/06	My clients are dying for table joins. This would alleviate a ton of extra work exporting data into Access databases and Excel.
AmandaFoord 10/10/06	If you are exporting the datab to Access you could get Salesforce API Integration which allows you to replicate your data to a server, and you can then report via access through this as a linked table.
Christoph_K. 10/10/06	on top it would be brilliant to create reports just on a single Account for Example all Opps for this specific Account grouped by year or Product. So far I only can run a report over all data not just a specific one
Woodson 10/12/06	If you came to Dreamforce 2006 this week, you may have had the chance to see the design prototypes for this feature that we are working on at Salesforce. If you didn't get a chance and want to participate in usability testing on this feature, please send an email to tester@salesforce.com.
Mimma 10/13/06	Have you ever tried to do a report to display all Accounts with no contact? Impossible! I hope this feature can help us!
Cheryl 10/27/06	Can't wait for this! I did the usability testing and really liked it. I'm also trying to find a way to report in SFDC on all opportunities that have a line item with product x, but don't have another line item for product y. For example, suppose you're selling computer products. You want to find all opportunities that have a line item for a computer, but don't have another line item for a monitor on the same opportunity. Will the reports enhancements help with this issue? Thanks, Cheryl
tt 10/27/06	Cheryl, Normally that kind of "not with this type of thing but with another type of thing" wouldn't be an easy report to do in SQL, and I'm not sure we'd try to solve it in one wizard to set up a report type. What we'd probably do is something that would: be able to mark opportunties that have no product y (but not with another field) mark opportunities with have a product x then do a normal report with "has_no_y eq true and has x eq true"
ksekula 11/03/06	Mimma, OCEAN GenRap avaliable at AppExchange Directory give users possibility of creating report with or without other object.OCEAN GenRap for AppExchange OCEAN GenRap is an innovative reporting solution, which combines the functionality of an advanced text editor with an application to analyze business data. Flash film showing how to create Account listing without Contacts you can see here. Account listing without Contacts report More infomation is available at http://ocean.comarch.com/salesforce We will be glad if you send your feedback for our solution. You can email at ocean@comarch.com
LindsayJ 12/01/06	I think this is the same feature... I often need to pull all the contacts at an account that have opportunities that meet criteria X,Y and Z. RIght now it is a two step process. Generate the report of account ids via the Opp reports. Export into excel, hook up the excel connector and export the contacts. I become the bottleneck in this process since I am the sys admin and the regular users cannot do this. I have the exact same need when it comes to the asset system. The business question is - all the contacts at an account that are using version X of our product with a license type of Y.
warbler 12/13/06	yes, yes, yes...and for views too!
michele_p 12/15/06	A second to LindsayJ's comments -this ability would be a HUGE time saver for us.
Ben_at_Komet 12/27/06	We've had similar problems. If this problem would be solved it would really make things easier. I posted the idea below on Dec 21. http://ideas.salesforce.com/article/show/50065/Field_calculating_across_objects
Bea 01/02/07	Merged Idea originally posted 12/13/06 Reports that reference fields in parent or related objects Over the past year we have been utilising the 'build' functionality of SFDC more and more, creating numerous custom objects. This has created an increasingly frustrating problem of too many 'degrees of seperation' between the object that you want to report on the and object that you are referencing to build the criteria of the recort. I have found a way to get around this by creating temporary feilds to tag records using the dataloader, but this is clunky and time consuming and you can't realsitically amend the report without starting from scratch. There is a related suggestion called "Formulas that reference fields in parent or related objects".
Pepe2007 01/03/07	Merged Idea originally posted 12/13/06 Reporting Limitations When creating reports it is very limiting as to how many different tables/fields you can bring into 1 report. We currently cannot create all the reports we need within Salesforce until we have access to pull in the fields from many different tables/objects.
ksekula 01/03/07	Merged Comment originally posted 12/19/06 Maybe you should try OCEAN GenRap for AppExchange. It's allows for simply building advanced reports. You can bring many diffrent tables/fields into report and you can create reports without SQL knowledge.
dcunni 01/03/07	Merged Comment originally posted 12/20/06 There is an idea called Custom Report Types that we are planning to deliver in 2007. This will allow administrators to create unique data relationships (with and without joins). Please promote or comment on it here: http://ideas.salesforce.com/article/show/22239 There are number of fantastic partner applications on the AppExchange that will soon take advantage of the new 8.0 API features as well as the Winter '07 dashboard mash-up feature. Check out the AppExchange analytics partners here: http://www.salesforce.com/appexchange/category_list.jsp?NavCode__c=a013000000... One last thing to let you know about is the analytics blog. You may find some useful reporting and dashboard tips, tricks, and best practices here: http://blogs.salesforce.com/analytics/
athurm 01/04/07	Would this allow reports about all campaigns that contain a name fragment and that list all contacts and leads related to them? That would be a real enhancement. The Data Access limitations are really making us tired...
McNomis 01/05/07	Message to dcunni, D, are you able to advise as to when this will be available in production for your customers...this gap is cripling the ability to provide flexible and meaningful reports inside your superb application, managing reports of this nature via say something like BusinessObjects for >1000 users is just not an option open to me
dcunni 01/07/07	Hi McNomis, this is currently targeted for the 2nd half of 2007 and a great deal of customer usability testing has already been done. I'm interested in your feedback on our partner applications in the Analytics category of the AppExchange. I recently wrote an update on many of our partners on the dashboard and reporting blog that you might find useful: http://blogs.salesforce.com/analytics/2006/12/ondemand_analyt.html There are are a number of Winter '07 enhancements that will help our partners build even better applications on the Apex platform. Let me know if you'd like to discuss some of the options.
Charla 01/10/07	I would really like to know which leads/opportunities have open activities! This is currently 2 reports (leads or opportunities open activities).
kes123456 01/17/07	Merged Idea originally posted 10/18/06 Customizable Reports I would like to be able to create reports based on any field in the Salesforce.com database - such as User fields. Similar to creating queries in SQL, all of the data must be linked together.
ttt 01/17/07	Merged Comment originally posted 10/18/06 You should really vote for http://ideas.salesforce.com/article/show/22239 which is all about chainging these relationships
dianej4mis 01/17/07	Merged Comment originally posted 01/17/07 I totally agree. Then you can join any tables you may need instead of trying to work with just the joins currently available.
StevenJJohnson 02/02/07	Merged Idea originally posted 02/02/07 Reports need a query layer to simplify field selection for the user Selecting from all fields when customizing a report is often difficult for the Users. Many fields are not used / populated with data and it takes considerable data knowledge to know what field to select. This is especially true on filters. A query layer in the report would let the admin pre-select the fields used in that organization for the user. This would limit the field to choose from. This would greatly simplify the report writing (modifying) experience for users.
Scott_Jorgensen 02/02/07	Merged Comment originally posted 02/02/07 This idea is covered by a lot of existing popular ideas about reports. Try using the searching for: "custom report types"
AHamilton 02/02/07	Merged Idea originally posted 12/19/06 More Flexible Reports for Custom Objects (Repeat of Custom Report Types) Please comment and promote: http://ideas.salesforce.com/article/show/22239< having a lot of trouble creating useful Activity reports for my custom objects. We are not a sales company, and i'm finding it very hard to customize the Reports function to meet our business needs. The reports function is too sales-oriented. For example, I've created a custom object "Engagement Campaigns" and I need to generate a report with a number of fields from "Activities", "Contacts", "Engagement Campaigns" and "Accounts". I am currently able to track activities in "Engagement Campaigns". And "Engagement Campaigns" is linked to "Accounts" through a Many-to-Many relationship created through an intermediary custom object (see "many to many relationship" in Help & Training). The problem is, the only Activity Report options available to me are: Activites with Accounts Activities with Contacts Activities with Engagement Campaigns Can Salesforce create more flexibility for creating custom reports using fields from multiple custom and standard objects?
CaroR 02/02/07	Merged Comment originally posted 12/21/06 We have a similar problem. We track events on a custom object. The only custom report that shows details of the invitees of events does not allow for custom objects to be selected in the releated information section. (Events with Invitees report)
dcunni 02/02/07	Merged Comment originally posted 12/22/06 These are useful comments. Please see the idea called Custom Report Types: http://ideas.salesforce.com/article/show/22239. This is a top priority for Salesforce to deliver in 2007.
ErikM 02/02/07	Merged Idea originally posted 10/12/06 Custom Report templates We would love to remove some or all standard report templates for certain user profiles and instead display our own report templates, where report type and selectable columns are predefined and where certain, but not all, criteria are pre-set. The template would also define if the org hierarchy was displayed and if the configuration may be changed by end users. Example: "My Revenue on Services Products by Quarter" uses the right template "Opportunities With Products", has all required columns in the right order, the filter is pre-set to "Product Family = 'Services'" and two picklists prompt the user to select a product and a Quarter. Since it's from category "My ...", the relationship is limited to "My Opportunities" and the org hierarchy is not displayed. This would prevent users from choosing the wrong report templates, from selecting the wrong columns and from forgetting to include required criteria (e.g. 'Where Name Does not include "Dummy"'). Common mistakes are that users select the opportunity field "Amount" instead of the product field "Total Price", forget to set the relationship from "All opportunities" to "My Opportunities" and to change the status from "Open" to "Any".
Woodson 02/02/07	Merged Comment originally posted 10/12/06 If you attended Dreamforce 2006 you may have seen prototypes of this feature in the Salesforce campground. If you would like to participate in usability testing on this feature, please send an email to tester@salesforce.com.
tt 02/02/07	Merged Comment originally posted 10/12/06 and if you wanted to vote for this, you should really vote for the "custom report types" feature... http://ideas.salesforce.com/article/show/22239
fifedog 02/16/07	Merged Idea originally posted 02/16/07 Case Owner Custom Fields I think it would be great to have the Case Owner Custom Info be available to use for reporting. Also it would be really nice to have the account owner fields too. Business reason: Our Support is trying to figure out staffing and being able to report on some type of grouping would be great utilizing customer fields on the case owner record. They not only want to know which groups are working most tickets but from what sales region. This is where it would be nice to pull in the account owners custom fields. This helps because trying to put a region on every account doesn't work, and the territory management module can't be used either because again Case reports don't look at them.
PoliticalDan 03/02/07	Merged Idea originally posted 03/01/07 Modify the default checked boxes in Step 2 of Reports When I create a new custom report, there are a number of boxes in Step 2 that are default checked to appear when we create the report. However, these are not the boxes that I would like to be default checked. I don't know why they were chosen, but whenever I create a new report (which is quite often) I have to uncheck all of these useless boxes. It would be great if I could modify which boxes are default checked and unchecked.
JonV 03/20/07	Agree with all these comments - looking forward to Custom Report Templates. On a related note I would like not only to be able to "hide" fields from users via custom report templates, but also directly mark standard fields as "not used" or "inactive" for an Organization using the set up customize object controls (and thus also the WSDL) so that unused fields do not clutter page layouts, report layouts, and view selection screens. For instance when using Person Accounts I only want the Address data (Contact Mailing Address) to show up, not all the default Account Addresses. Similarly if we do not use Reports To Contacts it would be very helpful to be able to exclude it from user access.
mlee70 03/26/07	It is horribly disappointing that we are approaching Q2 of 2007 and what should be a basic analysis and reporting capability is still vaporware. This is what happens when a company begins to focus more on marketing and signing up more customers than on developing a better product. Now they have to spend all their time and resources marketing appexchange and adding more servers to their farms instead of having developers actually implement reporting functionality that is available in every other comparable CRM tool on the market today.
JoeH 04/05/07	I cannot stress the importance of this feature for my company. I need to be able to output the fields from my custom object and the Opp tab in the same report. The workaround I've created for this problem is completely insane. My users will fall in love with Salesforce all over again if you solve this problem. And you will keep me from losing my mind.
ThomasS 04/14/07	There are 3 features which would provide our organization with increased reporting power. 1) Ability to role up reports by our sales organization. For example, we have multiple Roles in each of the 3 major geographical reporting regions. We would like to be able to have a dashboard show a role up of Americas, Asia and Europe as opposed to a league table of 40 roles. Currently, the solution is to add custom fields on opportunities, accounts & activities which requires much maintence and wasted overhead. It would be great if the role hierachy could be utilized in the reporting tool to define drill downs. 2) We have integrated our contract / order systems into SFDC and would be greatly helped by creating a cross tab by customer of Asset Total, Open Pipeline. Closed Orders, Total Activities. 3) Nested queries in reports would add much power to the reporting tool.
Greg_Hacic 04/27/07	Merged Idea originally posted 04/25/07 Reporting Flag on Fields My priority is keeping the user experience simple for regular users. The reporting engine for some users can be very cumbersome. Especially when the user has to decide which fields to display on a new report. I suggest that admins have the authority to remove fields from the "column selection" portion of the reporting engine. For example, I have a need to display an image on the opportunity page layout for all users but I do not have a need for anyone to report on that image outside of admins. By allowing an admin to make a field reportable, we could essentially enhance the user experience by not displaying irrelevant fields.
LogoJon 05/07/07	Merged Idea originally posted 05/07/07 Organize the Select the Report Columns by Custom Related Objects Our company has quite a few custom objects and will have more. When we create a report all the fields in our custom objects appear in the same place as Opportunity: Custom Info. The options of fields in this area is increasing rapidly. It would be easier to find the desired fields if the fields were organized by custom related objects.
RichGottesman 05/07/07	Merged Idea originally posted 05/07/07 Custom Report Default Columns – Up-Front Setting of Appropriate Columns When I create a custom report and get to the step to "select the report columns" I notice that several columns are pre-selected already. I am told these are hard-coded and users/admins cannot change these defaults each time a custom report is invoked. Many of the predetermined defaults which are pre-checked aren’t useful and I always find myself shutting them off. Also, I most always want to access our organization’s “custom” columns (near the bottom of the list) which are never checked by default. I therefore spend unnecessary time manually checking and unchecking columns each time I create a report. Furthermore, we have hundreds of users who are about to begin using custom reports and the reports wizard and I would like to have the common columns already selected for them so show how easy and useful custom reporting can be. While one possible workaround is to create a “template” report and repeatedly customize it, this isn’t standard Salesforce behavior and users don’t easily remember that when there’s a button front-and-center telling them to “create new custom report” that they always seem to use. My request / options: 1 - Allow administrators to pre-default the selected columns on a “new custom reports” for all major and minor record types. 2 - Ideally, this would be enabled at the Profile level (similar to Page Layouts) so different groups of users can have different options based on the intricacies and reporting requirements of their sales workflow. 3 - One such mechanism for this is to institute a “last used” protocol based on userID. If I checked off this column and unchecked that column, it will be remembered for next time. This solves the problem half-way, since all users in a group would have to set up at least one report. But not a bad baby step here. 4 - Perhaps a simple implementation for the Salesforce development team as well as a logical and robust usability feature for users would be to have a specially-named page layout (e.g. “*CustomReportDefaultFields”) that is set up by admins and used by the custom report window. If the layout exists, the columns defined within it are used, by default. If the special layout does not exist, Salesforce can continue to default the columns as it does currently. Thanks!
ErikM 05/11/07	Merged Idea originally posted 05/11/07 Compose Custom Reports Templates It would be extremely helpful if salesforce.com offered a wizard that allows sysadmins to compose individual report templates, e.g. "Campaigns with Members and their linked Activities and Notes", which are then automatically added to the "Select the data type" picklist in step #1 of the report wizard.
Scott_Jorgensen 05/11/07	Merged Comment originally posted 05/11/07 What you describe is exactly the intent of this idea: Custom Report Types
alicbarry 05/11/07	Merged Idea originally posted 05/11/07 Lead Reports: Add Column Choices for Lead Owner: Custom Info I would like to be able to report on custom user fields that are associated to Lead Owner but this is not available in reporting. Other standard objects like Opportunity have these columns available when customizing/create a report. Can these columns be added to Leads too?
esparhawk 05/29/07	We would really love to be able to pull a report from the Opportunity, Campaign and Contact Roles tables. Joining these would be immensely helpful in our work.
kstoll 06/01/07	I would just be happy if I could generate a report that shows values for all checked fields, regardless of whether their values are 0 or greater. I am trying to set up a report that will show the level of activity for all activity types. Right now, when I run my report, all it shows are the activity types for which there has been some activity. ie. It is not showing me any of the activities for which there has been no activity. We need to be able to show this in our reports so that we can demonstrate where we are performing and where we are not. Can anyone please give me some pointers on how I can get a report to show summary data for activities for which there has been no activity (ie. = 0)
tt 06/06/07	Changed status to Coming Soon.
tt 06/06/07	Changed status to Coming in Summer 07.
UserInfotoReport 06/13/07	Merged Idea originally posted 06/10/07 Salesforce reporting includes detail information from the user record Salesforce reporting includes detail information from the user record, such as include the division information in my Object based reports
Scheva 06/21/07	I'd like to be able to query if an account field is equal to a an opportunity field, e.g. Account Create Date equals Opportunity Create Date. Would that be possible with this new feature?
GoodOldOlaf 06/21/07	It would be great if this means that there are no restrictions any longer on the salesforce-fields which are contained in the report !!! Does this feature mean, that it will be possible to create reports with a free combination of all fields ?? For example: HEADLINES of ACTIVITIES from a special CAMPAIGN with CONTACT an ACCOUNT informations ?? If that will be possible - Wow - thats what we were looking for so long !!!!!!
Abby3 06/21/07	This will be great! It will be a HUGE timesaver. This is EXACTLY what we need!
Stevemo 06/21/07	Merged Idea originally posted 06/11/07 Access to more Owner / User Object fields via Custom Reports We need to be able to get a handle to more elements of the Owner/User Object via Reports in SalesForce. The only Account Owner/User fields that you can reach from the Child Object are; Account Owner, and Account Owner Alias. This makes it impossible to build reports which require both Account and Opportunity data, selected by the Account Owner, based on their User Role, User Profile, Department, or Division. Additionally, the Custom Report filter needs to be updated to allow Lookups on Related Object fields (like Account: Owner, Opportunity: Owner, etc.). The Account Owner, and Contact Owner fields are lookups to the User Object, why can't the Report Filters perform the same lookup? Why should users be expected to manually enter the Owner Name, or Alias when building a Custom Report? Our org currently has over 100 users, and will soon have close to 300, I cannot expect High Level Users to manually enter each of their subordinates names when creating a custom report, or have them manually update them every time users are added, or dropped within their team. They need to be able to select more fields from the User Object when building Account, and Opportunity Reports, and filter based on conditions like; Account Owner: Division = A or Account Owner: Department = B
cpierre 06/25/07	Merged Idea originally posted 06/25/07 Report on Owner Role Ability to report on Owner Role - rather than User Role So many reasons this would be helpful
gmurphysfdc2 06/27/07	I am very much looking forward to this!
dcunni 06/27/07	If you'd like to see a demonstration of this Summer '07 feature and learn about what our AppExchange analytics partners are doing, check out the recorded webinar here: http://blogs.salesforce.com/analytics/2007/06/analytics-webin.html
a0v30000000DjfFAAS 06/29/07	I've been testing the pre-release version for a day and so far I'm disappointed. I can't create an outer join, the user object can't be linked to another object, we can only link 4 objects together and the limit of 5 custom report types for professional users (15 for Enterprise) seems quite low. Not what I was expecting. Aiden
PDXMarinerFan 07/01/07	I too am dissapointed won't have outer-joins in this release. Any idea where on the road map it might be?
AMartin 07/01/07	I participated in some custom reporting usability testing earlier this year that included outer joins. Obviously, something caused this functionality to be removed from the summer 07 release.
tt 07/01/07	User can be looked up to role and profile, and all those columns are new. Outer joins is not in this release, or this feature - http://ideas.salesforce.com/article/show/23676 contains the details. I'm sorry you're dissapointed in the feature, but the prototype contained many elements that we wanted to make sure would work together, but may not have been released at the same time. In the event, there are a few features missing from the prototypes (depending on what version you may have seen) but we think that Custom Report Types still are very useful - for instance: 1) reporting on standard-standard lookups - if we'd have auto-generated all the standard report types for all links, there would be 1000's of types to choose from at the start of the wizard. 2) reporting on hierarchies of custom objects that was impossible before 3) bringing in fields (e.g. owner role, the opportunity's lead's campaign) that was also not possible before. In the analysis we did, few applications needed more than 4 levels of hierarchy. Those people that thought they did often realized that the report would be more valuable if some of the levels were reached by lookup from the primary object (for instance, campaign on opportunities) because lookup data is outer-joined in - if the lookup is not present, the detail data is still returned. We hope to bring the other parts of custom report types to be delivered in a future release - to allow for instance to retrieve opportunties whether they have products or not.
Jerome 07/02/07	I've just looked at the Summer 07 preview. I noticed that users are not available as a join table. This is one the key reasons we want the custom joins - we have some non-standard territories that don't fit the Role or Territory hiearchy very well. We want to be able to report against a custom field on the user record to segregate Opportunities through their owner record. Can that be made available?
msnowden213 07/02/07	Merged Idea originally posted 07/02/07 Lead/Opportunity reporting limitations I have created a new user field for "sales agency" in order to be able to compile reports and summarize by agency, however it doesn't show up in general fields when creating a report. We have outside agency reps and must report on them as an agency, rather than as individuals. Currently I cannot do this. We need either the ability to create fields to report on, or to be able to run a report based on "roles and subordinates."
CherylFeldman 07/02/07	Merged Idea originally posted 02/13/07 Reporting on Contacts, Products and Opportunities I would love to be able to report on opportunities, contacts and products and be able to select more than one product. We have a lot of pertinant information to products in the contact record that we need to putll into this report.
tt 07/02/07	Merged Comment originally posted 02/13/07 So you want the custom fields you have on contact in the "Opportunities with Products" report type? That's the requirement?
CherylFeldman 07/02/07	Merged Comment originally posted 02/22/07 Yes, but on all products, right now you can only choose one product. I would like to be able to see all products associated with this contact.
tt 07/02/07	Merged Comment originally posted 06/06/07 This restrictiion is only on the opportunities with products and contact roles report. If you don't need contact role information, you can get all the products you want.
CherylFeldman 07/02/07	Merged Comment originally posted 06/14/07 Right, but I need the contact role information, I would like to be able to get all products, all contact info and opp information in one report.
ezfacility 07/03/07	Will this allow me to generate a report for opportunities and include the campaign source of the opportunity in the reports?
olimatis 07/05/07	Is this feature will be available for custom objects? And for custom many-to-many relationships?
FICLSalesForceAdmin 07/05/07	I've taken a look at this feature in the pre-release environemt. It does work for Custom Objects, but does not seem to work for many-to-many relationships. Is support of many-to-many relationships being looked into at all?
tt 07/05/07	You can get contact role and opportunity. You can't get multiple related lists, so you can't get products and contact roles for an oppirtunity at the same time. you can get opportunity and campaign source for the opportunity The feature works on custom objects, and many-many. To report on a many-many with a junction object in the middle, you have to report on: object L junction object then lookup to the other side of the custom junction object in the "page layout" page using the "Add field related via lookup" in the fields section on the right. other object object / L junction object
FICLSalesForceAdmin 07/06/07	Thanks for the tip on the many-many, what about reporting two independent child objects of the same parent object simultaneously?
tt 07/06/07	For "two independant child objects" there is an idea called "report on multiple related lists" (search appears not to find it at the moment). It's a whole other idea, because the way we'll probably do it is that we'd allow end users to join reports created from a custom report type where the top of the CRT held the same objects (e.g. top two objects are account, opportunity, then the next object in one CRT is products, and the next object in hte other CRT is contact role).
tt 07/06/07	The other idea is: http://ideas.salesforce.com/article/show/61544 for reporting on multiple related lists.
Cheryl 07/17/07	So disappointed that Summer '07 custom report types failed to deliver what we needed! The most important was Opportunities and products plus fields from any other standard or custom objects associated with opportunities (custom object for "goals" and for "visit reports", plus standard objects activities, sales teams, etc.). - but we still can't get it in one report. I just hate to go back to our users now and tell them they have to wait even longer for something they asked for almost 4 years ago. Wish we had the budget for some of SFDC reports partners! What's the target release for reporting from multiple related lists? (including the products related list, opportunity products, etc.)... (Thanks for the link to that idea -- I did jump over to that one and promote it. That's what I thought I was promoting on this idea here...) Thanks, Cheryl
TellyACoopKid 07/18/07	I want a contact report that displays activities. When i run an activity report that displays contacts all the other contacts (in that group) without activities aren't displayed. Why can't the activity just be blank? .T.
NPM 07/18/07	Be sure to read the release notes as there is a restriction that the related list needs to have a Master-Detail relationship for this to work. Not what we voted on and were expecting. We have related lists where the relationship is a Lookup so this is an issue for us. Excerpt from the release notes: You can create roll-up summary fields that automatically display a value on a master record based on the values of records in a detail record. These detail records must be directly related to the master through a master-detail relationship. For example, a custom account field called Total Invoice Amount displays the sum of invoice amounts for all related invoice custom object records in the Invoices related list on an account. Before you begin creating roll-up summary fields for your organization, review these implementation tips and best practices. Implementation Tips • Create roll-up summary fields on: • Any custom object that is on the master side of a master-detail relationship • Any standard object that is on the master side of a master-detail relationship with a custom object
TimMadigan 07/31/07	Although this feature does a nice job of allowing us to create relationships for reporting, it missed most peoples' major need - Opportunity Products with other related lists. Opportunity detail is nice but for the vast majority of us, the Opportunity Products contain the data we need to report and not being able to select that data and another list is really hurting us - I have a custom object for my RFP/RFI (master-child to the Opportunity) and would like to report that data with Product data and still aren't able to do so with 1 report. My feeling is that this is the sort of thing we were all requesting and hoping for - the question again arises... when? Until we can report Product data with other related lists, the tool is hindering us, not helping us.
ollie123 08/06/07	Summer '07 implementation is entirely useless to us as it only works for Master-Detail relationships, we need it for lookups. Summer '07 looks like a dog - why is SF not listening to what people are saying on here?
Inov8 08/11/07	The Summer release is terribly limited in what you can do. I need to have the ability to compare Quota to Expected Revenue, rather than the forecast categories you are limited to in the Forecast module. When will there be some improvement in this area?
gemstone 08/12/07	The summer 07 release is crushingly disappointing. It's hard to fathom how salesforce can have gotten this far without the ability to show columns from two custom related lists in a report.
DarrenC 08/12/07	Salesforce is a transactional system. It is not designed for advanced analysis. There are some basic operational reporting tools on the AppExchange that can provide single-source scheduled reporting that might help you with more tactical requirements. If you're looking for more advanced analysis capabilities (ad hoc query, drag and drop, slice and dice) on integrated data from Salesforce and customer data typically found in financial systems like Netsuite and Oracle (billings and bookings), as well as what's primarily locked in disparate Excel spreadsheets (forecasts, commissions, quota, etc.) you might want to take a test drive of LucidEra. You can sign up here: http://www.lucidera.com/try.php and see what some of our customers are saying here: http://www.salesforce.com/appexchange/detail_reviews.jsp?id=a0330000002eSawAA...
JonV 08/13/07	I have to agree that the initial release in Summer07 is pretty disappointing. So far we haven't really seen any change over current reporting functionality. Even within the limited scope of Master/Detail functionality the usage restrictions are frustrating: 1) Inability to add roll up fields to standard objects with a master detail relationship to other standard objects means we still need to use API routines to calculate totals, as these are where our most meaningful totals are! 2) Inability to use the custom report type features to clean up existing standard report types and folders means we'd have to recreate them if we want to exclude unused fields etc. 3) Limited number of joins just seems to be too small - for instance can't join a Person Account to two child custom objects Address and Phone only to 1 of them. We're going to try Crystal Reports - if it works as advertised SF should just include it as an on demand feature (after all software as a service doesn't mean SF needs to own and manage all components directly, and these reporting capabilities should be standard - two pass reports, exception reports for missing related objects, and multi-table joins.)
tt 08/13/07	NPM, those restrictions are from the Roll-Up Summary fields, not custom report types. Custom Report Types can also fetch fields from objects connected via lookup. These fields are chosen from the "edit layout" and the link "Add related fields via lookup"
RachelTANDBERG 08/30/07	Yes, reporting on multiple children, across children, and exception report is my main need.
Sutterfield 08/30/07	The custom report types don't even suffice to reproduce many of the existing report types! A few of those have outer joins! And then there is Campaigns + Opportunities.. can't be done, which is a shame, because Opportunity is missing some of its fields. Fields are haphazardly left out, and haphazardly arranged. Since we're not going to get an external tool any time soon, I hope that future enhancements compensate for the meagerness first shot at custom report types, not to mention the custom summary fields. I fear these will be left behind as real features when they are ornaments.
fifedog 08/30/07	I have to agree with JonV very disappointing. I have yet been able to find a use for this feature. Just today I came across a report where I wanted to summarize case data by a custom field on the user record, so I thought I could use go back and create one. However you can't use the user object as the parent, and if you use the case object you don't have the user object available to you.
Tom_Tobin 09/09/07	You can reproduce every report type other than ones dealing with territories, opportunity product line item schedules, and the opportunities and products reporting, where there is an outer join in the current standard report type. You can get Campaigns and opportunities, and you can always get to the user object using the "add fields using lookup" on the layout page, when looking for more fields.
rpr2 09/09/07	I was disappointed that Opportunity History does not appear to be available when creating a custom report template.
msnowden213 09/10/07	I think I agree with all the comments posted here... I was excited about the custom report types, figuring it would solve my needs in many ways, however, not a single one that I have created or rather, tried to create, has helped in any way. Extremely disappointing. SF team, hopefully you are reading this and working on a better way of meeting so many of our needs.
jorgerbaker 09/10/07	Personally I think the CRT as implemented currently addresses a number of great concerns including end user usability (when you have a ton of fields and want to restrict them down for end users) and obviously custom report concerns. That said I do think the usability could be a bit better as the administration is not totally intuitive - especially the process by which you reference lookup fields. On a related note we have been using QueryAmp/ForceAmp for our outer join needs and it is a marvelous product.
jmc 09/21/07	The Custom Report Types feature is not useful in creating reports on Activities. We can hardly associate additional objects to Activities. For example, it still doesn't seem to have a way to create a report listing all Activities that are related to Accounts whose Account Teams include a particular user. If anyone has any suggestion, please kindly let me know. Thanks.
anichols 11/12/07	I want more flexibility in the reports...for instance. using criteria with an "or" option in addition to the "AND" which is already present in the field option. Also, when creating a report from a field i have created (in this case, a picklist) i do not have the option of picking options from a list, rather i have to type the item exactly as it appears in the picklist which often requires me to open a second window to make sure i type the item exactly as it appears see "this value" and "that value" in the example below. A report example. Field one - includes - this value "OR" Field two - includes - that value this will enable me to run one report instead of two.
Tom_Tobin 11/26/07	anicols - this is available today. Click on the "Advanced Options" link under the set of filters You can then enter OR-conditions between filters. If your filter is on a picklist though, you should see a small icon next to the value entry box. Clicking that will give you a popup to choose the value from the picklist.
ADPEurope 12/12/07	Actually we are dispapointed by this feature. We looked forward it! But we can't "create" or link objects as we would need, as we would do in a database. When "outer joins" will be available (?) I hope we will be able to link EACH object if there is at least one linbk (look up or master-detail or whatever)
falkdal 12/12/07	Changed status to Delivered.
Chris_Byrne Mar 3	Merged Idea originally posted 06/19/07 Reports on Activities It would be great to be able to report on Standard and Custom Objects with or without Activities (as a way of performing exception reporting). At present it appears that we are limited to reporting on Activities with Standard Objects, but not vice versa and not with Custom Objects. A broader version of this request would be to enable reporting on any object with all of its related items, or any related item with its parent.
LogoJon Mar 3	Merged Comment originally posted 06/19/07 Good news, this is coming Summer 07 http://ideas.salesforce.com/article/show/22239
msnowden213 Mar 3	Merged Comment originally posted 06/19/07 Glad to see this is coming - this is huge, again for the inspecting of what is expected. I can't tell them to create activities when I can't report on accounts without activities... not to mention the activity reporting is currently lacking.

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