To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Reporting & Analytics for B2C Service
Discussion List
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Report filtering by creating a drop down menu options based on predetermined filter of reportContent Hello Service Cloud Community, We are trying to make our reports a lot more user-friendly since most of the custom objects contain text fields which are hard to … -
Schedule on Report GoneSummary Schedule on Report GoneContent Hi Experts, I have configured a report that will automatically send the result every month but when I checked it again, it's gone.…
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Average calculation using date_diff at summary level vs. report calculationsSummary The average date_diff calculation, used at the summary level, includes cases with a null date value, distorting the totalsContent I've built two reports (definit… -
Task report - who last updated?Summary Identify agent that last updated a taskContent Hi all. Is it possible to identify in a TASK report who last updated? Scenario - The task is assigned to an Agent,…
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Report Date Range FilterContent Hi, When I apply Date filter to show data of previous week only, the calculations automatically gets multiply by 5 (See screenshot). Without filter it shows corr…User_2025-02-03-20-08-55-527 95 views 17 comments 0 points Most recent by Sebastiaan Draaisma-122509
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Dashboard Report showing no dataContent Hello, When there is no incident on specific dates, nothing is shown on report. It should at least show report with empty data. My other reports at least show em…User_2025-02-03-20-08-55-527 49 views 14 comments 0 points Most recent by User_2025-02-03-20-08-55-527
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Reports with linksSummary Reports with linksContent Hello, We're scheduling the Keyword Search report but noticed that the email attachments don't have clickable links (which show a speci… -
What Is Attribute 4 (id4)?Summary What value is contained in the transactions.id4 column?Content We have created an analytics report for the transactions table that outputs the transactions.id4 c…
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Creating relationships with OFS dataSummary we want to create relationships with integrated data from OFS which all comes in via text fieldsContent Hi all, First forum post so please be kind if this is an … -
Value of field substr of text in thread - if, then, else statementSummary Issues with definition of a column of data with some conditions in it.Content I have a report that was pulling data out of the thread to define a column. That in…
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Filters in Custom ReportSummary Assigning Filter values dynamicallyContent Hi, We have a requirement where we need to pre assign the values in the docked filters of a report based on few condit…Padma Prabha Varadarajan-135182 55 views 5 comments 0 points Most recent by Padma Prabha Varadarajan-135182
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Report with Column Description and Data TypeSummary Looking for a way to create / download a report that lists Table Elements with Column Descriptions and Data TypesContent Is there a way i can create a report and…
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Automatically Open a Report on WorkspaceContent Hi Experts, I have an inquiry if it is possible to open a report on a workspace with the same Reference Number with the service request opened. For example, I ha…
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Incident Summary SearchSummary How to exclude Auto Responses and SmartAssistant in search resultsContent We have created reports to search by incidents.search_thread , however this seems to se…
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wrong forum, please delete.Version 18.b
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Disable Add New optionSummary Disable Add New optionContent I have report linked to contact workspace tab.(Ref Screen Shot below) I want disable "Add new" option if report contains one record…
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How to remove the ".invalid" from email signatureSummary email signatureContent I would like to find way to remove the '.invalid' in the email signature for the contacts. Help Any one?User_2025-02-03-21-27-12-392 27 views 2 comments 0 points Most recent by User_2025-09-05-00-11-37-622
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Report email schedule set upSummary email not being sent to the recipientsContent Hi all, I have set up a report to run once a month and to send an email to a couple of recipients. The problem is t…
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Users that have not logged inSummary Tracking users that have not logged into the OSvC ClientContent Hello, I'm trying to create a simple report that will show a user's name and whether or not they'…
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Total of Incidents last updated by customerSummary Total of Incidents last updated by customerContent Hello, I'm using this formula to indicate whether a customer last updated an incident: substr(max(concat(date_…User_2025-02-03-21-48-33-357 46 views 2 comments 0 points Most recent by User_2025-02-03-21-48-33-357
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Logged In/ Logged outContent Hi, I have a report that I am trying to add to it an exception that if the assigned account is logged out then highlight in red. I have found many posts here tha…User_2025-02-03-18-10-34-197 59 views 11 comments 0 points Most recent by Sebastiaan Draaisma-122509
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How to track video views within an AnswerSummary Is their a way to track how many times a video has been viewed within an answer?Content I created an Answer on the customer portal and included 2 videos within t… -
Reports: The number of incident closed at first contactContent Hi All, I have an requirement to show The number of incident closed at first contact. can any one help me to do this how? -
Get URL variable in a custom script reportingSummary Modify URL in the report data cellContent Hi, I've been reading about custom script in the report. I followed through online documentation, a few of posts from t…
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How to export multiple grid values in separate excel sheet in FR ReportSummary Export multiple grid values in excel sheet by one grid in one sheet FR ReportContent Dear All, I have created a FR report using more than 5 GRID. As per my requi…
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Using a date prior to 1970 in REST api callSummary calling report with a date prior to 1970 failing via REST api, eror that it is not a valid date/time formatContent We have made a report that is to be called via…User_2025-02-04-06-43-57-835 35 views 0 comments 0 points Most recent by User_2025-02-04-06-43-57-835
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Expression syntax errorSummary keep getting expression syntax errorContent Hi I an trying to get a report with the interval (day) in one column and the the individual incident queues and their…
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answers viewed data from iFrame?Content Does anyone know if it's possible to collect answers viewed data from a report that runs in an iFrame? I have a situation whereby you login to site x (not an Ora…User_2025-02-01-08-46-19-550 36 views 5 comments 0 points Most recent by User_2025-01-30-19-06-33-073
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Output all columnsSummary Looking for guidance on adjusting our SQL statementContent Good afternoon, We're trying to output a specific report column, even if there is no user data input. …
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remove no value calculated rowsSummary when creating a calculated column - exclude rows that return "No Value"Content Hello, I'm creating a calculated column by searching for a substring within anothe…User_2025-10-31-01-08-51-703 59 views 4 comments 0 points Most recent by User_2025-10-31-01-08-51-703