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How do I create an approval history report in Salesforce?
If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress approval processes and their individual steps …
How do I report on objects and fields in Salesforce?
How to Report on Objects and Fields Defined in Salesforce
- Create a Custom Report Type for Metadata.
- Create a Custom Metadata Report.
- View Custom Metadata Report.
- Export Metadata Report.
How to use approval history in custom report types?
If the Approval History object could be extended to be visible to the Custom Report Types, users could report on standard/custom objects along with their related pending approvals and combine additional report information with the objects pending approval. @Sam Reynard.
How to create approval history report in Salesforce?
If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress approval processes and their individual steps..
How to create a child approval history report?
Potential Solution: Add a custom object called “Approval History Reporting” to be a child object of opportunities through a master detail relationship. Add the following fields to the custom object: Age = formula field to calculate Approval History End – Approval History Start, show number in hours
Is there a way to report on approvals?
There is no way to report on Approvals and pull in additional information from the Related Object (object the approval was created for).