Category 276
Discussion List
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Multiple if conditions in filterContent I'm trying to build a filter that will result in different queues being selected based on the Group of the individual running the report. It would be something l… -
Filter a Report by Roll UpsSummary How can I only show roll-ups with 2 or more itemsContent I have a report that shows contact details and the incidents associated with them. I only want to see re…user3511667 31 views 3 comments 0 points Most recent by Sasi G Reporting & Analytics for B2C Service -
Cross Tab Sort by Month Name and Year?Summary Is it possible to sort Cross Tab Columns correctly by Month Name and Year?Content I run into this problem all the time where I am not allowed to sort Month/Year …NDKoze 37 views 1 comment 1 point Most recent by Lakshay Bhalla Reporting & Analytics for B2C Service -
SOLVED Report with incidents with/without dispositionContent Hi everyone, I'm quite new to making reports so this may be a stupid question. I will ask anyway.. We have just taken disposition into use in our system. In one …User_DI4E2 42 views 4 comments 0 points Most recent by User_2025-02-03-22-07-33-802 Reporting & Analytics for B2C Service -
Count if on countSummary i want to calculate count only if its count is more than oneContent i want to have a count only if the incident status was closed more than once.Megha Nagpal 52 views 7 comments 0 points Most recent by Megha Nagpal Reporting & Analytics for B2C Service -
Rules in a reportSummary Adding conditional rules to search reportContent For our contact search I would like to add a rule so we can control search results based on login ..... for exam…JaneSolihull 46 views 4 comments 0 points Most recent by User_2025-02-03-22-07-33-802 Reporting & Analytics for B2C Service -
Group id for created bySummary where can i get the group ID for created byContent i want to build a report which tells me the group ID of created by . i can see the group ID for assigned to ac…Megha Nagpal 14 views 3 comments 0 points Most recent by User_2025-02-03-22-07-33-802 Reporting & Analytics for B2C Service -
See what status type an incident had at a particular time?Content Hi, Currently using this formula but it's using the status and not status type (Solved, Unresolved, Waiting etc) last(if(transactions.trans_type='Created', 'New'…King Jack 21 views 3 comments 0 points Most recent by Rasheed Ahamed Reporting & Analytics for B2C Service -
The filter contains a reference to a pseudo field so no index information is available.Summary Trying to understand what this meansContent We are in a place now where we have 7mm plus incidents, so our reporting cannot be simple any longer. On a report try…Jeff Scrobel 33 views 1 comment 0 points Most recent by User_2025-02-03-22-07-33-802 Reporting & Analytics for B2C Service -
Reporting on chats without incidentsSummary How to create a report showing chats added to incidents after creation.Content Hi. We have a report today that shows all chats that does not have a a link to an …Hugo Angelow 27 views 4 comments 0 points Most recent by Hugo Angelow Reporting & Analytics for B2C Service -
Which table captures CC contacts while sending agent responsesContent Hi All, Which table captures CC email addresses of each agent response. kindly advise.Ajay Yadav-140866 46 views 3 comments 0 points Most recent by User_2025-02-03-22-07-33-802 Reporting & Analytics for B2C Service -
Hide Ribbon Options on ReportsContent Is it possible to hide one of the options, like Forward from the Ribbon of a report? For example, I have a report open, called My Inbox, which displays a list of…JLFolkman 55 views 3 comments 0 points Most recent by User_2025-02-03-22-07-33-802 Reporting & Analytics for B2C Service -
How can I add the Report ID to the report?Content Hello everyone! I need a way to add the report's ID # to the report. I am dealing with hundreds of reports and in the process of cleaning them up. However, havin…User_2025-02-01-08-18-48-897 73 views 7 comments 1 point Most recent by Marissa Gonzales Reporting & Analytics for B2C Service -
Trim leading training spaces in reportSummary How to trim leading and trailing spaces in a report fieldContent Hi all, I am trying to trim a report field's leading and trailing spaces. I am dong ltrim(rtrim(… -
Error in Initialization Code Undefined index: HTTP_HOSTSummary Custom Script Error in Initialization TabContent Hi, I tried calling custom script file from custom report using Custom Scripts Under Level Tab. I used the follo…Baljeet Singh-231094 41 views 0 comments 0 points Most recent by Baljeet Singh-231094 Reporting & Analytics for B2C Service -
Between 2 Figures in an ExpressionContent I have this expression as well as another one where it has > 48. How I do one for between 24 and 48? sum(if(date_diff(sysdate(),incidents.created)/3600User_2025-02-05-10-15-05-593 30 views 3 comments 0 points Most recent by User_2025-02-05-10-15-05-593 Reporting & Analytics for B2C Service -
Initial Resolution Time calculation Excluding 'Waiting' status timeContent Hi Experts, We have one requirement where we need to calculate Resolution time i.e., total Initial resolution time for an incident. i.e. from the Incident Creati…User_2025-09-05-00-11-37-622 49 views 1 comment 2 points Most recent by User_2025-02-10-10-44-44-497 Reporting & Analytics for B2C Service -
ReportsContent Hi All, Can we implement the below reports in Service Cloud? * Report to see how many incidents have been closed and then re-opened? * Report to see how many tim…User_2025-02-10-15-50-53-070 31 views 2 comments 0 points Most recent by User_2025-02-10-15-50-53-070 Reporting & Analytics for B2C Service -
Skipping a row to be displayed when having no value (report custom script)Summary I want to prevent showing records having no products and categories assigned in answer reportContent Hi there, I have question about a report in which I want to … -
Single-line summary of mailings by contact?Content I've combed the Analytics thread and Outreach reports, but can't seem to find what I imagine ought to be a pretty basic report we are very interested in. The clo…Christos S. 11 views 0 comments 0 points Most recent by Christos S. Reporting & Analytics for B2C Service -
Time in status - only for incidents with a particular statusSummary Only report on incidents that include a particular status (not status type)Content Hi all. I am using the Time in status report (found here: https://cloudcustome…User_2025-02-01-08-17-38-818 77 views 0 comments 0 points Most recent by User_2025-02-01-08-17-38-818 Reporting & Analytics for B2C Service -
Dashboard Filters Not Updating As ExpectedSummary I am trying to make updates to some dashboard report filters and they are not being saved and/or are somehow holding on to previous settings.Content I am trying … -
View analytics around sent emailsSummary How do I know that emails were sent?Content Hi, Let's say I use ConnectPHP to send 1000 emails in batches of 200. Currently, a lot of people from each batch are …King Jack 41 views 1 comment 1 point Most recent by Gursimran Singh Saini Reporting & Analytics for B2C Service -
Is there a way to hide / remove the limit and order options for a report?Summary Need to be able to limit the number of records that an agent can see with a blank search using a custom contacts quick searchContent The quick search is useful t…Adam Neale 35 views 4 comments 1 point Most recent by Adam Neale Reporting & Analytics for B2C Service -
Get Time difference from same report columnSummary Get time difference for same incident ID but in same columnContent Hi I have incident ID and Adjusted time column in same report. Same incident ID has two time r…Baljeet Singh-231094 34 views 5 comments 0 points Most recent by Sarah Oracle-Oracle Reporting & Analytics for B2C Service -
Passing Dynamic Filter values in a reportContent Hi, I have to filter the search report data associated with a field by passing a dynamic value that is available in the Workspace(i.e Incident.contactID). Can an…chandhiraekaran Nataraj 56 views 2 comments 0 points Most recent by Lakshay Bhalla Reporting & Analytics for B2C Service -
Workspace Rule for Pop up Warning if you are attempting to send email to invalid email addressSummary We need to provide additional stopping points or warnings to our agentsContent We need create several warning when we have a contact with an invalid email addres…Jeff Scrobel 41 views 3 comments 0 points Most recent by User_2025-02-03-22-07-33-802 Reporting & Analytics for B2C Service -
Tracking time spent in Incident QueueContent Hi, I have/am trying to build a report that shows how long an incident has been in a certain queue. I'm using inc_performance.intv_type Queued to De-queued filte…James G 45 views 1 comment 0 points Most recent by Alison-UniSA Reporting & Analytics for B2C Service -
Using Transaction Table to determine when and who sent initial responseSummary I need to get the accounts.group_id of the employee who sent out the initial response transactions.acct_idContent I have the Transaction Table at the Root and th…Jeff Scrobel 38 views 4 comments 0 points Most recent by User_2025-02-03-22-07-33-802 Reporting & Analytics for B2C Service -
Problems with papi table (public api)Summary getting new data and ip adresses as a log reference.Content Hello, This is my first post on this forum, ive been searching on this subject and the only thing i g…User_2025-02-08-11-47-25-988 30 views 0 comments 0 points Most recent by User_2025-02-08-11-47-25-988 Reporting & Analytics for B2C Service