Slaesforce FAQ

how to query reports in salesforce

by Andre Macejkovic Published 3 years ago Updated 2 years ago
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Thus once you know the folder Id you can query for reports that are contained within it. SELECT Id, DeveloperName,Name,Type FROM Folder WHERE Name = 'My Test Folder' And Type = 'Report' Then query by OwernId with the Folder Id returned e.g.

Full Answer

How to use soql to filter reports in Salesforce?

- Salesforce Stack Exchange I know we can use soql to filter reports, like q=SELECT Name,Id,OwnerId FROM Report where+ OwnerId = xx. But I do not know how to get some reports that I do not own the execution privilege. Or some Stack Exchange Network

What data is returned from a Salesforce report?

When True, all report results are returned. When False, results are returned for the same number of rows as a report run in Salesforce. For reports that have too many records, use filters to refine results. Summary level data or both summary and detailed data for each row or column grouping.

What happens when a report is false in Salesforce?

When False, results are returned for the same number of rows as a report run in Salesforce. For reports that have too many records, use filters to refine results. Summary level data or both summary and detailed data for each row or column grouping. Detailed data is available if hasDetailRows is true.

How do I find all the components of a Salesforce Org?

The most common way to find these things out will be logon to your Salesforce Org, navigate to setup, go to each of the sections individually and then gather the information. But this is a labor-intensive, manual and time-consuming exercise. There is a better way…

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Can I query reports in Salesforce?

Reports is meta data and not a SObject so you cannot query.

How do I pull reports in Salesforce?

Most reports run automatically when you click the name.Click the Reports tab.Find the report you want to run and click the report name. If you're already viewing a report, click Run Report to run it.

How do I query a private report in Salesforce?

Query from Private folders You need to have this permission Manage all private reports and dashboards, then you can query dashboard and report in Private folder. You also need to add 'allPrivate' query scope to find Reports and Dashboards in private folders.

How do I find report reports in Salesforce?

Using the Lightning Experience Report Builder:Navigate to the report in question.Click Edit while viewing the report.In the upper, left corner of the report edit page, the report type in use will be displayed.

How do I view reports in Salesforce Classic?

Search for Reports and Dashboards from the Reports Tab in Salesforce Classic. When using the report and dashboard search, look for a report by name, description, or who created it or modified it last. Filter, sort, or search within a selected folder to refine your results.

What is OWD in Salesforce?

OWD stands for Organization Wide Default (OWD). Organization Wide Default settings are baseline settings in Salesforce specify which records can be accessed by which user and in which mode. Organization Wide Default settings can be overridden using Sharing rules. One user can exist in one profile.

Can Admin see private reports in Salesforce?

No, you can't.

Can we query dashboard in Salesforce?

You can query the Dashboard object to get the dashboard's ID, and the DashboardComponent elements for that dashboard.

Who can see private reports in Salesforce?

The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards.

How do I see all report types in Salesforce?

In Classic, the Report Type is displayed on the edit page but not on the run page....View the Report Type for a ReportFrom Setup, enter Report Types in the Quick Find box, then click Report Types.Click the New Custom Report Type button.Select Reports as your primary object.More items...

How do I view custom reports in Salesforce?

0:366:40Use Custom Report Types to Builder Powerful Salesforce ReportsYouTubeStart of suggested clipEnd of suggested clipAnd if we select create reports. When we create a new custom object that'll be automatically addedMoreAnd if we select create reports. When we create a new custom object that'll be automatically added here as well so one important thing to note when you're looking at these reports.

Why can't I find a report type in Salesforce?

The report type you are trying to find is a Standard report type which means it is created by Salesforce itself which can not be modified. In Setup>Report-type, you can only create/modify Custom report types.

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