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In a previous blog, we discussed how to use package.xml in Workbench to retrieve report metadata. However, if we simply need to retrieve th...

The Spring '25 release enhanced the Custom Report Types user experience on the setup page; "Enhanced Custom Report Type Setup Page...

Report Inline Editing is a great feature where users are able to edit the data (multi fields and multi rows) easily via report. The same thi...

We shared Account Team Report and  Opportunity Team Report  a few years back, in this blog, we will look into the Case Team Report. Similar...

File and Content report type produce a report of Salesforce CRM Content and Files in Salesforce. When you create a new report using the  Fil...

Case Lifecycle report is a standard Salesforce report type provided, but probably the one that is not so famous, not many people use, a bit ...

Almost 5 years ago, I wrote about Subscribe report in Classic and Lightning , but now in 2022, everyone has migrated to Classic (or at least...

Here is the use case, you are presented with a report with duplicate fields label, whether from the same object or different objects, but ho...

We shared how to add the same report type in Joined Report (in Classic) back in 2013. Despite the hate and love of joined reports, there is...

As a Salesforce admin, sometimes we need to extract the list of all fields from an or multiple objects, for audit, clean-up, documentation, ...

Until Spring '21 Release, standard report such as reports in "Administrative Reports" folder does not exist in Lightning, chec...

This is only applicable for org. has Multiple Currencies enabled. Converted fields available in the reporting:  for all currency fields, inc...

Report and dashboard accessibility are defined in the folder that stores the reports or dashboard, there are 3 levels of access: 1. Manage ...

Use case : unable to delete report because it used in dashboards. When you try to delete the report, Salesforce returns the following erro...

Create and sort report is simple, but sometimes you will wonder why the report does not produce in the way it should be, example report belo...

Run File and Content Report report type to analyze how users are engaging with files and Salesforce CRM Content, however, this report type ...