Slaesforce FAQ

how to get more date specific reporting in salesforce

by Phyllis Green Published 3 years ago Updated 2 years ago
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This is currently not a functionality offered by Salesforce. But there is a workaround. You will need to create a formula field that just pulls in the value of the Created or Last Modified field. That field will then show you both Date and Time in your reports.

Full Answer

Is it possible to show date and time in Salesforce reports?

This is currently not a functionality offered by Salesforce. But there is a workaround. You will need to create a formula field that just pulls in the value of the Created or Last Modified field. That field will then show you both Date and Time in your reports.

How to create a custom relative date filter in Salesforce reports?

Steps to create a custom Relative Date filter in reports. You can create custom date ranges in Salesforce reports by using Relative Date Filters. For example, to build a filter with a date range of 'Last 3 days', use the hardcoded date of 'All time'.

How do I create a custom date range in Salesforce?

You can create custom date ranges in Salesforce reports by using Relative Date Filters. For example, to build a filter with a date range of 'Last 3 days', use the hardcoded date of 'All time'. Enter Last 3 days and click Apply. .

What is Salesforce reporting and why do you need it?

Lucy is the Head Editor & Operations Director at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020. Salesforce Reporting is one of the most powerful features, used to give users many different views into their data, and for Admins to demonstrate the value Salesforce has upon the organization’s productivity.

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How do I create a date range in Salesforce report?

You can create custom date ranges in Salesforce reports by using Relative Date Filters. For example, to build a filter with a date range of 'Last 3 days', use the hardcoded date of 'All time'.

How do I add a date filter to a Salesforce report?

Option 2) Create a Custom Field to capture whether 'Date' is within the defined rangeGo to Setup: ... Under 'Opportunity Custom Fields & Relationships,' click New.For 'Data Type,' select Formula then click Next.Suggested Field Label: Is YTD or LastYTD.Select Formula Return Type, then click Next.More items...

How do I add a date filter in Salesforce dashboard?

Go to the Dashboard you wish to modify and click the Edit button.Click the +Filter button from the Edit screen.Search for the field you want to use as the filter – in my case, Contact Created Date. ... After you click Apply, click Add. ... That's it!

How do I customize a report in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...

How do I query a date in SOQL?

In a SOQL query, you can specify either a particular date or a date literal....Date Formats.FormatFormat SyntaxExampleDate onlyYYYY-MM-DD1999-01-01Date, time, and time zone offsetYYYY-MM-DDThh:mm:ss+hh:mm YYYY-MM-DDThh:mm:ss-hh:mm YYYY-MM-DDThh:mm:ssZ1999-01-01T23:01:01+01:00 1999-01-01T23:01:01-08:00 1999-01-01T23:01:01Z

What are the relative date options in Salesforce?

In standard filters, n can be 7, 30, 60, 90, or 120. For standard date filters, starts at 12:00:00 AM on the day that the report is run and continues for n days. (The range includes today.) In standard filters, n can be 7, 30, 60, 90, or 120.

How do I add a date widget in Salesforce dashboard?

Add a Date Widget to Filter Dashboard Results Based on a DateDrag the date widget to the dashboard canvas.To open the wizard, click the button inside the widget. ... To use a different dataset, click Change Dataset.Select the date field that you want to filter on.Click Create.More items...

How many filters can a lightning dashboard have?

It has been made available on basis of Request raised to Salesforce. By default, the limit to the amount of options available in a Dashboard Filter is 10. By request, the limit can be increased to a maximum of 50.

How many filters can you put on dashboard in Salesforce?

Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.

How do you create a custom report?

Create a Custom ReportSign in to Google Analytics.Navigate to your view.Open Reports.Click Customization > Custom Reports > +New Custom Report.Enter a Title.(Optional) Click +add report tab. ... Select a report type: Explorer, Flat Table, Map Overlay, or Funnel. ... Define your dimension and metrics.More items...

What are custom report types?

What are Custom Report Types? Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.

How do I create a weekly report in Salesforce?

0:253:49How to Build a Report in Lightning Experience | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click new report then choose report type be sure to choose the right report type because itMoreAnd click new report then choose report type be sure to choose the right report type because it determines which records your report returns like accounts or opportunities.

Why is subtracting a date from another date not a problem?

Subtracting a standard Date/Time field from another isn’t a problem because both fields are in the same time zone. When one of the values in the calculation is a conversion from a Text or Date value to a Date/Time value, however, the results are different.

What is createddate field?

Some fields, such as CreatedDate, are Date/Time fields, meaning they not only store a date value, but also a time value (stored in GMT but displayed in the users’ time zone). Date, Date/Time, and Time fields are formatted in the user’s locale when viewed in reports and record detail pages.

What data type is used to track time?

Two data types are used for working with dates: Date and Date/Time. One data type, Time, is independent of the date for tracking time such as business hours. Most values that are used when working with dates are of the Date data type, which store the year, month, and day. Some fields, such as CreatedDate, are Date/Time fields, ...

Can you include date and time in a string?

You can include Date/Time values in a string using the TEXT () function, but you need to be careful of time zones. For example, consider this formula:

What are relative dates in dashboard?

They can be extremely handy for keeping your dashboard relevant to people looking at it. Example areas for filters are things like a Region or Territory, a Role or Management Chain, and of course, our old friend Dates. One thing to note is that Dashboard Filters filter EVERY component on your dashboard, so bear that in mind when creating them.

Can you use relative dates in Process Builder?

Finally, you can also use Relative Dates within your Process Builder Criteria with a little help from our friend Formula Builder. Although you technically can’t use relative dates as-is, you can use Date formulas to accomplish much the same thing.

What is an analytical snapshot in Salesforce?

Analytical snapshots capture data at scheduled points in time, which then allow you to build historical reports. This is especially useful if you need to see long term trends in your data that is just not possible with standard functionality. The normal reports in Salesforce allow you to see the data “as is” in realtime. But if for example you wanted to see how many cases are open on a single day and the trend that this creates, we will need to use Analytical Snapshots.

What is an exception report?

2. Exception Reports (Cross Filters) Exception Reports are used to show you where data does not exist and are built by using Cross Filters. Cross Filters can be found in the normal filter drop down and can be created off of any report type that has a child object related to it.

What is a custom summary formula?

Custom Summary Formulas are used exclusively on reports and can be positioned to calculate complex data from your summary levels. At first this seemed a bit daunting to me, but lets look at an example that will help put this into context.

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