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changes.mady.by.user Demo Admin

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Select the Account: 


List Data
nameAccountName
INLINESelect Name from Account


true%sf:Name%%sf:Name%




Deck of Cards
idmyDeck
Card
labelContacts
Section
Column
width50%

Contact Details 

Report Table
injectedtrue
Select Id,Account.Name, Name,Title,Email,Phone from Contact ORDER BY Account.Name, Name

%data:AccountName>1%sf:Account.Name

Account Name

sf:Account.Name

Contact Name

sf:Name

Title

 sf:Title

Email

sf:Email

Phone

sf:Phone

Card
labelCases
Section
Column
width50%

Cases 


Deck of Cards
idCreated Cases
Card
labelCreated this week
Report Variable
nameTotalCreatedThisWeek
Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK


Total created this week: 

Report Info
variable:TotalCreatedThisWeek > size
variable:TotalCreatedThisWeek > size

Report Table
injectedtrue
Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK


Case #curpathhttps://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%INLINE


INLINEvariable:curpath

%sf:CaseNumber%

Reporter

sf:Contact.Name

Subject

sf:Subject > first 80

Description

sf:Description

Status

sf:Status

Priority

sf:Priority

Assignee

sf:Owner.Name

Created

yyyy-MM-ddsf:CreatedDate

Updated

yyyy-MM-ddsf:LastModifiedDate

Closed

yyyy-MM-ddsf:ClosedDate

No records found



Card
labelCreated this month
Report Variable
nameTotalCreatedThisMonth
Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH


Total created this month: 

Report Info
variable:TotalCreatedThisMonth > size
variable:TotalCreatedThisMonth > size

Report Table
injectedtrue
Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH


Case #curpathhttps://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%INLINE


INLINEvariable:curpath

%sf:CaseNumber%

Reporter

sf:Contact.Name

Subject

sf:Subject > first 80

Description

sf:Description

Status

sf:Status

Priority

sf:Priority

Assignee

sf:Owner.Name

Created

yyyy-MM-ddsf:CreatedDate

Updated

yyyy-MM-ddsf:LastModifiedDate

Closed

yyyy-MM-ddsf:ClosedDate

No records found

Card
labelUnclosed Cases

Total unclosed cases: 

Report Table
injectedtrue
Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where Status != 'Closed'


Case #curpathhttps://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%INLINE


INLINEvariable:curpath

%sf:CaseNumber%

Reporter

sf:Contact.Name

Subject

sf:Subject > first 80

Description

sf:Description

Status

sf:Status

Priority

sf:Priority

Assignee

sf:Owner.Name

Created

yyyy-MM-ddsf:CreatedDate

Updated

yyyy-MM-ddsf:LastModifiedDate

Closed

yyyy-MM-ddsf:ClosedDate

No records found

Card
labelOpportunities
Section
Column
width50%

Opportunities 

Chart
3Dtrue
dataDisplaybefore
columnsOpportunity Name,Amount
titleOpportunities
typebar
Report Table
injectedtrue
Select Name,AccountId,Account.Name,Amount,Probability,CloseDate from Opportunity ORDER BY Account.Name, CloseDate

%data:AccountName>1%sf:Account.Name



Account Name

sf:Account.Name

Opportunity Name

sf:Name

Amount

$#,##0.00sf:Amount

#ProbabilityProbabilityColumn

#sf:Probability

Closed Date

MM-dd-yyyysf:CloseDate

No records found





Opportunities Summary

Deck of Cards
idOpportunitySummary
Card
labelOpportunities Won
Report Table
injectedtrue
Select Account.name,id,name, amount, owner.name, closeDate from Opportunity Where IsWon = true


%data:AccountName>1%sf:Account.Name

NameOppNamehttps://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%INLINE


INLINEvariable:OppName

%sf:Name%

Amount

$#,##0.00sf:Amount

Owner Name

sf:Owner.Name

Close Date

sf:CloseDate



Card
labelOpportunities Lost or Not Yet Won
Report Table
injectedtrue
Select Account.name,id,name, amount, owner.name, stageName from Opportunity Where IsWon = false


%data:AccountName>1%sf:Account.Name

NameOppNamehttps://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%INLINE


INLINEvariable:OppName

%sf:Name%

Amount

$#,##0.00sf:Amount

Owner Name

sf:Owner.Name

Stage Name

sf:StageName

Card
labelOverall Opportunities
Report Variable
nameTotalOpportunity
Select name from Opportunity

%data:AccountName>1%sf:Account.Name

Report Variable
nameWonOpportunity
Select name,Account.name from Opportunity Where IsWon = true

%data:AccountName>1%sf:Account.Name

Report Variable
nameLostOpportunity
Select name,Account.name from Opportunity Where IsWon = false

%data:AccountName>1%sf:Account.Name

Won Opportunities


Report Info
variable:WonOpportunity > size
variable:WonOpportunity > size
Lost Opportunities

Report Info
variable:LostOpportunity > size
variable:LostOpportunity > size

Total Opportunities

Report Info
variable:TotalOpportunity > size
variable:TotalOpportunity > size