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Eric.Goehring.ax954Eric.Goehring.ax954 

Custom Reports

Hey, I was wondering if anyone could lead me in the right direction. I would like to make a report with these headers in a table for a dashboard:

 

Table: User_Stats__c u

 

u.Region__c   |   u.Count(Id)   |   u.SUM(Revenue__c)   |   Max(Goal__c)/u.SUM(Revenue__c)

u.Region__c   |   u.Count(Id)   |   u.SUM(Revenue__c)   |   Max(Goal__c)/u.SUM(Revenue__c)

u.Region__c   |   u.Count(Id)   |   u.SUM(Revenue__c)   |   Max(Goal__c)/u.SUM(Revenue__c)

u.Region__c   |   u.Count(Id)   |   u.SUM(Revenue__c)   |   Max(Goal__c)/u.SUM(Revenue__c)

 

I can't seem to do this the normal way. I probably need a report class and a Visualforce page, right?

Rahul SharmaRahul Sharma

Hi Eric,

 

I also did a custom report where my requirement was to send the custom report in email body.

So i did it using, A workflow - Email alert(just to send an e-mail) and a Class & Component.

 

Try the same:

 

Develop a class and component (Instead of page),

- I chose component here, so that I can use it in Standard email alert 'body'.

And a time based workflow to fire the same, you can use batch here to send email at regular Intervals

Hope idea it help.