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Force.com Platform Comments
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Reports and Dashboards Comments
| Reports and Dashboards Ideas
Report on multiple related lists at the same time
Users need to be able to report on multiple related lists at the same time, for instance Contacts and their cases and their opportunities.
Cases and Opportunities aren't linked, so the only link is through the contact.
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Jefe 02/13/07 |
Merged Idea
originally posted 02/13/07
Reports with many related objects
It would be nice to be able to run reports for objectts with all related its related objects. Just like an Access Database where you can build a query with as many objects as you like as long as there is a reference / ID link to the other object. Right now its limited to only one or two related objects.
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Leyna 02/13/07 |
Yes! Yes! Yes! I frequently have to download data from multiple reports and import it into Access to get the reports that I need. It would be so great to be able to run the report directly from Salesforce. |
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jturner@autobase.net 02/16/07 |
This would be tremendous because we are going to purchase the ODBC driver and write Crystal Reports to accomplish these 3-layer deep reporting needs. This would save our IT staff much time by allowing end users to build some of these reports. |
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Eric_Santiago 02/21/07 |
This request seems repetitive of the one at http://ideas.salesforce.com/article/show/22239 Creating joins between multiple custom objects is a big need so lets focus the votes rather than spread them across several posts. |
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Bea 02/26/07 |
We SOOOOO need this!! But I agree with Eric that it seems to have been posted a few times. Looks like demand is high...... |
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OSJMgr 03/01/07 |
Merged Idea
originally posted 02/27/07
Master Report with Sub-Reports Included (Report on several objects in one report)
It would be great if you could run a report on a Contact or Account (Parent) and then have the same report include records from several child custom objects (Child) nested below in sub-reports. I believe this can be done in Access, but of course it requires a layout desiner (another thing lacking in SFDC).
For example, let's say you have 3 custom objects with a master-detail relationship to Contacts. The report would include selected information from the Contact (Parent Record) in the top section or report cover page, and then the would reflect data from each of the 3 custom objects in separate sub-reports below, such as all pending records from each custom object. Each sub-report would have its own header row, based on the fields you select. |
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tt 03/01/07 |
22239 is not the same idea. 22239 - custom report types has a limitation - that it would report only on one related list at a time. This is asking to be able to report on multiple related lists of the same object at the aame time. This is Leyna's "export multiple reports to something and join them" rather than a question about going 3 levels deep (which 22239 is designed to do) |
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CherylFeldman 03/05/07 |
Merged Idea
originally posted 03/05/07
Report on more than 3 objects
I would love to be able to report on more than three objects. Specifically I'm looking to be able to report on opportunities, products, contacts and activities or opps, products, contacts and cases.
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AMartin 03/05/07 |
Merged Comment
originally posted 03/05/07
not sure on release date, but the promised custom report functionality will let you do that.
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tt 03/05/07 |
Merged Comment
originally posted 03/05/07
Custom Report Types won't let you report on multiple related lists at the same time, which you'd have to do go from contacts to both cases and opportunities (unless you've used the new "standard to standard lookups" feature in Sprint 07 to get the cases linked to an oppoortunity).
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akavulic 04/05/07 |
Being able to report on a greater number of objects simultaneously will increase the flexibility of our reports. Many of our decisions and processes are the result of multiple reports, but pulling them all together, as well as being able to select filter criteria from multiple objects will make the reporting functionality invaluable. Please let this happen soon! |
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JasperMattG 04/27/07 |
Jasper4Salesforce, available through the AppExchange, includes a powerful ad hoc reporting tool that allows you to do this very easily. Leveraging the meta data within Salesforce, once you select a primary object that you want to report on, it provides a tree view of all of the related fields and objects (standard and custom). It allows a user to drill down through the tree through related objects to report on any combination of related data. A full-feature trial install is available through the analytics section of the AppExchange (Currently the #1 in analytics and #7 overall based on number of installs on the AppExchange) Try it out and tell us what you think! |
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FICLSalesForceAdmin 07/09/07 |
Is this feature in Summer 07? If not, when is it expected? |
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ErikM 07/10/07 |
Merged Idea
originally posted 07/10/07
New! Custom Report Types: Create reports with opportunities, products and custom objects
Even with the brand-new custom report types we still cannot combine opportunities, products and custom objects linked to the opportunity in a single report. This is very disappointing.
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Cheryl 07/17/07 |
Yes - this is what we've been asking for! The usability testing for reports last year seemed to have this feature. So disappointed that Summer '07 custom report types failed to deliver what was needed! Hate to go back to our users now and tell them they have to wait even longer. 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, Cheryl |
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ReportsSpec 07/19/07 |
I'll just add to the chorus: please deliver this as soon as possible! We were expecting it in Summer '07 and were disappointed it did not materialize. The inability to report on multiple child objects, as well as the lack of outer join reporting, is the #1 limitation to reporting on SFDC data - I've even had conversations with our CEO about this, and the prevailing attitude is that this is not something we should need to go to a partner for. Thanks, B. Driver |
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JDon 07/22/07 |
I am disappointed too. I thought the new release promised more. I'm failing to see what advantages there are as SFDC still restricts which report objects can be combined and this is far too limited. |
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ollie123 08/06/07 |
This extension is ESSENTIAL. The reporting improvements including in Summer '07 are of no value to us without this. We need to be able to report across more than one child object, and without that we cannot benefit. I cannot understate this - it is essential to our business to report across multiple objects. |
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Tess 08/15/07 |
Merged Idea
originally posted 08/15/07
More Power to Custom Report Types
The Custom Report Type will not allow you to link 2 Objects at the same level. For example: I would like to like Opportunities with both Partners and Products. If I select Partners, the selection for Product is not available and the same for the other way - If I select Products, Partners is not available.
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PerGeert 09/17/07 |
Merged Idea
originally posted 09/14/07
Custom report types
With Custom Report Types you can create a type like:
Obj A -> Obj B -> Obj C What we need is a report type like: Obj A -> Obj B | v Obj C Another form (which might be covered by another idea) is: Obj A <- Obj B ^ | Obj C |
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kshuk-canonical 09/17/07 |
Merged Comment
originally posted 09/14/07
For example, imagine a report on all the Contacts on an Account that has Assets of certain Products.
But don't stop at just reports... Allow us to build views for mass email this way (or allow us to build a mass email list from any report that includes a Contact Id as one if its fields). |
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sille 09/28/07 |
What I really really need is the ability to combine Contacts with Contracts - I have to know who to contact when the Contract end date is one month ahead. This I cannot do since Contract only can be combined with Account - this does not help me at all... We spend so much time on workarounds to solve this need every week. |
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tt 10/09/07 |
If your relationship is 1:1 - for instance, there is a contact that must be contacted when a contract is due, then a custom lookup field from Contract to Contact may allow you to do what you want. You can also do what you want sometimes with a junction object. If you make a child of contracts that is "contract owner role" and create a field in that which is a lookup to contact, then you can bring back a list of contacts for each contract. |
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goldenfool Jan 22 |
@ JasperMattG - OMG, Jasper4Salesforce is incredible. My workmates were laughing at my little outbursts of delighted giggles as I explored the trial - it opens up SO much information not previously available. Though why Salesforce couldn't have done something like this I really don't know. |
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mlee70 Feb 14 |
First joining tables was going to be delivered in spring of 2007 then in summer of 2007 and now it "may" be part of the spring 2008 update if what was posted in a similar topic is true. Every freebie online DB in the world provides for a simple key between tables to allow for multiple joins. Did SF build their DB in such a short-sighted flat file manner that they cannot implement such a simple enhancement without a major overhaul? With the piecemeal way they have approached all enhancements to the underlying data structures either this fear is true or they lay the technical prowess to implement such changes. |
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drober03 Mar 13 |
Merged Idea
originally posted Mar 12
Multiple Joins on Custom Report Type
I need the ability to join two objects to a single object C<-a->B. For instance object A has two objects joined to it B and C. I have a need to show Opportunities with Products and their associated activities.
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pierrelondon Apr 10 |
it seems this feature is not on the roadmap... maybe because SFDC does not want to ruin their partners. In this case, I would appreciate some honesty: just tell your customers that you are not going to deliver this feature, because you want us to use the partners. |
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njdevilsfan Apr 16 |
Please Implement this. I love the new with/or without functionality in custom report types, but that's only partly what we need. Because we can't report on multiple related lists at the same time, people can't see everything that they want in one report, and they get very frustrated. |
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clearimage Apr 22 |
This is extremely necessary for our marketing and support departments as well. They would like to be able to run reports of all contacts at companies with active support (which is at the asset level) It is a huge pain to have to add all the contacts to the asset each time so it ends up not happening. We also get requests for all contacts from Accounts with Contracts or with opportunities and right now we can't do any of it without a lot of difficulty. This would be a great thing to have working. |
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balu_sharma May 12 |
Yes, Yes, Yes....We are building Native Apps on Force.com platform. Without this, reporting just falls flat. |
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KT-MSMITH Jun 6 |
We also struggle with this, particularly around Task/Event reporting where we want to report on all tasks attached to either a contact or a lead and yet still show or filter on custom fields within these objects. Currently we have to create two reports - one on Tasks with Leads and the other on Tasks with Contacts. |
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McNomis Jul 15 |
I cannot see how anyone is able to fully leverage "SFDC reporting" without being able to (for example) combine sales team member's names and product related information inside the very same report. My company has numerous "overlay" organisations and this is really beginning to hurt us very bad indeed, please, please, please introduce this capability ASAP |
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ken.struthers@multiplex.biz Jul 22 |
This feature is critical to fully maximise the reporting potential of SFDC. A big issue in our business is reporting limitations and this would go a long way to resolve many of the criticisms. |
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goforcego Aug 18 |
I want to be able to do the following report. Object A -> has a lookup field B. B -> has a related List with objects of Type C. I want to see in a single report with all the A's and their related Cs... |
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goforcego Aug 18 |
I guess my issue is multiple related lists. The object B has multiple related lists, pointing to A and C. |
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goforcego Aug 18 |
Is there an estimated release date for this functionality? As a software vendor building apps on top of Force.com platform, we are forced to bastardize the data model to enable reporting. In the example above, in object B, we are forced to put a lookup field back to A, effectively forcing a 1:1 relationship, even though real world model would say otherwise (In real world multiple A's can point to same B)... Any workarounds appreciated |
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geobaker Sep 3 |
goforcego, have you looked at the multiple master/detail relationships now allowed (as long as the junction object does not have activities enabled)? Not that this will solve your issue described above, but may be a step in the right direction? |
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goforcego Sep 16 |
geobaker, I had looked at it before and I just revisited it. Doesn't solve my problem: Object P1 with P1-Detail(i.e a P1-Detailis a detail of P1 master) Object P2 Junction Object P1P2 without activities that has P1 and P2 as master. I cannot get a report which includes P1, P2 and P1-Detail. |
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geobaker Sep 18 |
Yes, I see what you mean. I had not played with this new functionality much myself and unfortunately it does not seem to buy a lot in regards to reporting. |
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alexi2403 Oct 21 |
This would be a great feature as it would make it much easier for us to create mailing lists as at the moment we require 3 levels of which the 3rd can not be added to the report. The parent is Account details, the first child is Contact (with Account as the key), but the second child can only relate to the contact via the Account data so it is impossible for us create this report currently. If this idea is not going to be implemented can someone please offer me some advise on how I might overcome this problem...? Thanks, Alex |
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ank Oct 24 |
This feature would be extremely valuable. It is viewed as a major lack of functionality in the system by our users. We currently have to create separate reports to be able to report off of 2 related lists on a single object. The data would then have to be exported to an Excel and manipulated so that the end result is a single report. Echoing PerGeert's point: What we need is a report type like: Obj A -> Obj B | v Obj C Where B & C are either look-ups to A or are Child objects of A. |
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