Salesforce Tips – Discover the API Metadata for Salesforce Reports

By | June 24, 2020
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This blog signifies how a user can find the API metadata for a particular report. Before going through this blog make sure you have a keen understanding of reports, workbench and can understand sample apex code.

User will generally use this method to find the API name for the field attribute in <analytics:reportChart>. Using the Analytics API user can access Report Metadata.

Kindly follow the below steps to get the metadata for the report:

  • Open Salesforce workbench (https://workbench.developerforce.com/)
  • Select your Salesforce (Sandbox or Production) Environment and API version to login to your Salesforce credentials.
  • In workbench under the “Utilities” tab click on “REST Explorer”
  • Copy the URL: “/services/data/v29.0/analytics/reports/YourReportID/describe” and paste it in the Execute box.

Note: Paste the Report ID of your Report and replace it with YourReportID from the URL

  • To identify YourReportID, go to the reports tab. Open your report, and copy the text as shown in the below image
Report ID
Report ID
  • Execute the URL and you will see responses for the particular Report and click on the ReportMetadata.
  • In the expanded view of the module, search for ReportFilters. And you will see the number of parameters that have been set for the report.
Report Filters
Report Filters
  • Now we can use pass the filter value of the report dynamically through Apex class as shown in the below apexcode: 
<analytics:reportChart reportId="00O3D000000bsojUAA" filter="[{column:'FK_ACC_ID', operator:'equals', value:'DynamicallyAssignedValue'}]" size="medium" cacheResults="false"/>
Where,
Column: The API name of the field that you want to filter on.
Operator: The API name of the condition you want to filter a field by, for example to filter by “not equal to”, we can use API name “notEqual”
Value: The filter criteria.

For more information, you can refer the below link: Use Metadata API to retrieve and deploy using Workbench

We hope you may find this Blog resourceful and helpful. If you still have concerns or need more help, please contact us on salesforce@greytrix.com

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