Report

Resource URL

1/services/data/<latest API version>/analytics/reports/<report ID>

Formats

JSON

HTTP Methods

PATCH Request Body

1{
2...
3        "reportBooleanFilter": "(1 OR 2) AND 3",
4        "reportFilters": [
5            {
6                "value": "Analyst,Integrator,Press,Other",
7                "column": "TYPE",
8                "operator": "notEqual"
9            },
10            {
11                "value": "100,000",
12                "column": "SALES",
13                "operator": "greaterThan"
14            },
15            {
16                "value": "Small",
17                "column": "Size",
18                "operator": "notEqual"
19            }
20        ]
21    }
22}

1"sortBy":[{"sortColumn":"Account_ID","sortOrder":"Asc"}]

PATCH Response Body

Report metadata

Property	Type	Description
aggregates	Array of strings	Unique identities for summary or custom summary formula fields in the report. For example: a!Amount represents the average for the Amount column. s!Amount represents the sum of the Amount column. m!Amount represents the minimum value of the Amount column. x!Amount represents the maximum value of the Amount column. s!<customfieldID> represents the sum of a custom field column. For custom fields and custom report types, the identity is a combination of the summary type and the field ID. u!{column_name} represents a unique count of values for the specified {column_name}. For example, u!AccountName returns the number of unique account name values in the AccountName field.
allowedInCustomDetailFormula	Boolean	Specifies whether a field can be referenced in a row-level formula (true) or not (false).
buckets	Bucket field	Describes a bucket field.
chart	Chart[]	Details about the chart used in a report.
crossFilters	Cross filter[]	Cross filters applied to the report.
customDetailFormula	Custom Detail Formula[]	An array of objects that describes row-level formulas.
customSummaryFormula	Custom summary formula	Describes a custom summary formulas.
currency	String	Report currency, such as USD, EUR, GBP, for an organization that has Multi-Currency enabled. Value is null if the organization does not have Multi-Currency enabled.
dashboardSetting	Name/value pair	Allows saving of dashboard settings to allow for reports with row limit filters on dashboards. Can be configured on a report for Top-N reports. The Name and Value fields in dashboardSetting are used as Grouping and Aggregate in dashboard components.
detailColumns	Array of strings	Unique API names for the fields that have detailed data.
developerName	String	Report API name.
division	String	Determines the division of records to include in the report. For example, West Coast and East Coast. Available only if your organization uses divisions to segment data and you have the “Affected by Divisions” permission. If you do not have the “Affected by Divisions” permission, your reports include records in all divisions.
folderId	String	ID of the folder that contains the report. When the report is in the My Personal Custom Reports folder, folderId = userId. When the report is in the Unfiled Public Reports folder, folderId = orgId. Note
groupingsAcross	Groupings across[]	Unique identities for each column grouping in a report. The identity is: An empty array for reports in summary format as it can’t have column groupings. BucketField_(ID) for bucket fields. ID of a custom field when the custom field is used for a column grouping.
groupingsDown	Groupings down[]	Unique identities for each row grouping in a report. The identity is: BucketField_(ID) for bucket fields. ID of a custom field when the custom field is used for grouping.
hasDetailRows	Boolean	Indicates whether to include detailed data with the summary data.
hasRecordCount	Boolean	Indicates whether the report shows the record count.
historicalSnapshotDates	Array of strings	List of historical snapshot dates.
id	String	Unique report ID.
name	String	Display name of the report.
presentationOptions	Report presentation options	Display options in the Lightning Report Builder.
reportBooleanFilter	String	Logic to parse custom field filters. Value is null when filter logic is not specified. This is an example of a report filtered to show opportunities for accounts that are either of customer or partner type OR their annual revenue exceeds 100K AND they are medium or large sized businesses. The filters are processed by the logic, “(1 OR 2) AND 3.” 1{ 2... 3 "reportBooleanFilter": "(1 OR 2) AND 3", 4 "reportFilters": [ 5 { 6 "value": "Analyst,Integrator,Press,Other", 7 "column": "TYPE", 8 "operator": "notEqual" 9 }, 10 { 11 "value": "100,000", 12 "column": "SALES", 13 "operator": "greaterThan" 14 }, 15 { 16 "value": "Small", 17 "column": "Size", 18 "operator": "notEqual" 19 } 20 ] 21 } 22}
reportFilters	Filter details[]	List of each custom filter in the report along with the field name, filter operator, and filter value.
reportFormat	String	Format of the report. Possible values are: TABULAR SUMMARY MATRIX MULTI_BLOCK The MULTI_BLOCK property is available in API version 43.0 and later.
reportType	Report type	Unique API name and display name for the report type. type: Of type string, this is the unique identifier of the report type. label: Of type string, this is the display name of the report type.
scope	String	Defines the scope of the data on which you run the report. For example, you can run the report against all opportunities, opportunities you own, or opportunities your team owns. Valid values depend on the report type.
showGrandTotal	Boolean	Indicates whether the report shows the grand total.
showSubtotals	Boolean	Indicates whether the report shows subtotals, such as column or row totals.
sortBy	Array of strings	API name of the field on which the report is sorted and the direction of the sort (asc or desc). Example: 1"sortBy":[{"sortColumn":"Account_ID","sortOrder":"Asc"}]
standardDateFilter	Array of strings	Standard date filters available in reports. Each standard date filter contains the following properties: column: API name of the date field on which you filter the report data. durationValue: The range for which you want to run the report. The value is a date literal or 'CUSTOM.' startDate: Start date. endDate: End date.
standardFilters	Array of strings	List of filters that show up in the report by default. The filters vary by report type. For example, standard filters for reports on the Opportunity object are Show, Opportunity Status, and Probability. This list appears as name-value string pairs.
supportsRoleHierarchy	Boolean	Indicates whether the report type supports role hierarchy filtering (true) or not (false).
topRows	Top rows	Describes a row limit filter applied to the report.
userOrHierarchyFilterId	String	Unique user or role ID of the user or role used by the report's role hierarchy filter. If specified, a role hierarchy filter is applied to the report. If unspecified, no role hierarchy filter is applied to the report.

Chart

Property	Type	Description
chartType	String	Type of chart.
groupings	String	Report grouping.
hasLegend	Boolean	Indicates whether the report has a legend.
showChartValues	Boolean	Indicates whether the report shows chart values.
summaries	Array of strings	Unique identities for summary or custom summary formula fields in the report. For example: a!Amount represents the average for the Amount column. s!Amount represents the sum of the Amount column. m!Amount represents the minimum value of the Amount column. x!Amount represents the maximum value of the Amount column. s!<customfieldID> represents the sum of a custom field column. For custom fields and custom report types, the identity is a combination of the summary type and the field ID.
summaryAxisLocations	String	Specifies the axis that shows the summary values. Valid values are X and Y.
title	String	Name of the chart.

Groupings down

Property	Type	Description
name	String	API name of the field used as a row grouping.
sortOrder	String	Order in which data is sorted within a row grouping. Value can be: Asc for ascending order. Desc for descending order.
dateGranularity	String	Interval set on a date field that’s used as a row grouping. Value can be: Day Calendar Week Calendar Month Calendar Quarter Calendar Year Fiscal Quarter Fiscal Year Calendar Month in Year Calendar Day in Month
sortAggregate	String	Summary field that’s used to sort data within a grouping in a report that’s in summary format. Applies if you have the Aggregate Sort feature enabled as part of its pilot program. The value is null when data within a grouping is not sorted by a summary field. In this example, data grouped by Account Owner is sorted by the sum of Annual Revenue. 1{ 2 "aggregates": ["s!SALES","RowCount"], 3 "groupingsDown": [ 4 { 5 "name": "USERS.NAME", 6 "sortOrder": "Desc", 7 "dateGranularity": "None", 8 "sortAggregate": "s!SALES" 9 } 10 ] 11}

Report presentation options

Property	Type	Description
hasStackedSummaries	Boolean	Indicates whether stacked summaries are enabled in the report.
historicalColumns	Historical column presentation options	Presentation options of the historical column. 1"presentationOptions" : { 2 "historicalColumns" : { 3 "Opportunity__hd.CloseDate__hst" : { 4 "decreaseIsPositive" : false, 5 "showChanges" : false 6 }, 7 "Opportunity__hd.Amount__hst" : { 8 "decreaseIsPositive" : false, 9 "showChanges" : true 10 } 11 } 12}

Historical column presentation options

Property	Type	Description
decreaseIsPositive	Boolean	Indicates whether a negative change (decrease in value) is displayed in green instead of red in Lightning Report Builder.
showChanges	Boolean	Indicates whether to display a change column for a given historical column.

Groupings across

Property	Type	Description
name	String	API name of the field used as a column grouping.
sortOrder	String	Order in which data is sorted within a column grouping. Value can be: Asc for ascending order. Desc for descending order.
dateGranularity	String	Interval set on a date field used as a column grouping. Value can be: Day Calendar Week Calendar Month Calendar Quarter Calendar Year Fiscal Quarter Fiscal Year Calendar Month in Year Calendar Day in Month

Filter details

Property	Type	Description
column	String	Unique API name for the field that’s being filtered.
filterType	String	Describes the type of value used to filter report data. Valid values are: fieldToField—Filters report data by comparing values of one field with the values of a second field. fieldValue—Filters report data by comparing values of a field with a defined value. null—If null, the filterType defaults to fieldValue. In this example, the first filter is a field-to-field filter that compares the Amount field with Projected Amount field. The second filter is a field filter that returns records for which a row-level formula returns more than 0. 1"reportFilters" : [ { 2 "column" : "AMOUNT", 3 "filterType" : "fieldToField", 4 "isRunPageEditable" : true, 5 "operator" : "notEqual", 6 "value" : "PROJECTED_AMOUNT" 7 }, { 8 "column" : "CDF1", 9 "filterType" : "fieldValue", 10 "isRunPageEditable" : true, 11 "operator" : "greaterThan", 12 "value" : "0" 13} ]
isRunPageEditable	Boolean	Indicates if this is an editable filter in the user interface.
operator	String	Unique API name for the condition used to filter a field such as “greater than” or “not equal to.” Filter conditions depend on the data type of the field. Valid values are: equals notEqual lessThan greaterThan lessOrEqual greaterOrEqual contains notContain startsWith includes excludes within (DISTANCE criteria only)
value	String	Value by which a field is filtered. For example, the field Age can be filtered by a numeric value. For datetime fields, if you make a POST request and specify a calendar date without including a time, then a default time gets included. The time defaults to midnight minus the difference between your timezone and Greenwich Mean Time (GMT). For example, if you specify 8/8/2015 and your timezone is Pacific Standard Time (GMT-700), then the API returns 2015-08-08T07:00:00Z.

Bucket field

Property	Type	Description
bucketType	BucketType	The type of bucket. Possible values are number, percent, and picklist
developerName	String	API name of the bucket.
label	String	User-facing name of the bucket.
nullTreatedAsZero	Boolean	Specifies whether null values are converted to zero (true) or not (false).
otherBucketLabel	String	Name of the fields grouped as “Other” (in buckets of BucketType PICKLIST).
sourceColumnName	String	Name of the bucketed field.
values	Array of BucketTypeValues	Describes the values included in the bucket field..

Bucket field value

Property	Type	Description
label	String	The user-facing name of the bucket.
sourceDimensionValues	String	A list of the values from the source field included in this bucket category (in buckets of type PICKLIST and buckets of type TEXT).
rangeUpperBound	Double	The greatest range limit under which values are included in this bucket category (in buckets of type NUMBER).

Cross filter

Property	Type	Description
criteria	Array of Filter details[]	Information about how to filter the relatedEntity. Use to relate the primary entity with a subset of the relatedEntity.
includesObject	Boolean	Specifies whether objects returned have a relationship with the relatedEntity (true) or not (false).
primaryEntityField	String	The name of the object on which the cross filter is evaluated.
relatedEntity	String	The name of the object that the primaryEntityField is evaluated against. (The right-hand side of the cross filter).
relatedEntityJoinField	String	The name of the field used to join the primaryEntityField and relatedEntity.

Custom Detail Formula

Property	Type	Description
decimalPlaces	Integer	Formats the value returned by the row-level formula. It is required for numeric return values, invalid for non-numeric return values.
description	String	User-defined description of the row-level formula.
formula	String	Specifies the formula expression to be evaluated. All report type fields, except bucketed fields and historical tracking fields can be referenced.
formulaType	String	Specifies the return type of the formula. Valid values include: date datetime number text
label	String	Specifies a name for the row-level formula.

Custom summary formula

Property	Type	Description
label	String	The user-facing name of the custom summary formula.
description	String	The user-facing description of the custom summary formula.
formulaType	String	The format of the numbers in the custom summary formula. Possible values are number, currency, and percent.
decimalPlaces	Integer	The number of decimal places to include in numbers.
downGroup	String	The name of a row grouping when the downGroupType is CUSTOM. Null otherwise.
downGroupType	String	Where to display the aggregate of the custom summary formula. Possible values are all, custom, and grand_total.
acrossGroup	String	The name of a column grouping when the accrossGroupType is CUSTOM. Null otherwise.
acrossGroupType	String	Where to display the aggregate of the custom summary formula. Possible values are all, custom, and grand_total.
formula	String	The operations performed on values in the custom summary formula.

Top rows

Property	Type	Description
rowLimit	Integer	The number of rows returned in the report.
direction	String	The sort order of the report rows.