You need to sign in to do that
Don't have an account?
vinay kumar ginjupalli
Facing problem with format reports module
In the format reports module.I am trying to create a summary report on cases with fields case owner ,subject,Account name.
I did the same and during validation it is always raising the error:
Challenge Not yet complete... here's what's wrong:
The 'Case Status' report does not include the 'Case Owner' field.
I did the same and during validation it is always raising the error:
Challenge Not yet complete... here's what's wrong:
The 'Case Status' report does not include the 'Case Owner' field.
All Answers
Thanks!
Took me some time but I figured it out:
1.) Run Salesforce in Classic not Lightning
2.) When creating the Case report, start with with the Tabular format and select the Show drop-down and select Details
3.) You will see various columns. Remove all of the columns by dragging them to the left pane except for Case Owner, Subject, and Account Name
4.) Now switch from Tabular format to Summary format by clicking the tab next to Preview
5.) Drag the Status field onto the grouping field section (where it says "Drop a field here to create a grouping")
6.) Save your report as Case Status. Note - if you can't save it for whatever reason, you can change the name of the "Report Unique Name" but as long as the report name is Case Status you will pass the challenge. I had to delete any reports with duplicate names from the Recycle bin before I could get this to work
Hope this helps, let me know if it doesn't.
-Ali