Simpplr is built on the Salesforce platform. Currently Simpplr's native analytics don't offer some metrics that customers commonly ask for; however, with a little Salesforce knowledge, you're able to get some important metrics from Salesforce that Simpplr currently doesn't offer. This article will walk you through the steps for creating a new report in Salesforce, adding report types, and some of the most common reports customers ask for.
Use the table at the bottom of this article for the common report names, report types needed to run the report, and fields and filters required to be displayed in the report.
Note you will need System admin access in your Salesforce instance to create new report types and run some of these reports. We highly recommend having someone from your org who has experience in Salesforce help with creating these reports, as setting up report types and inputting data points to fetch can get a bit complicated.
Table of Contents
Report Names and Objects/Types Needed to Create Them
Creating Salesforce reports
Salesforce is a diverse tool, but for new users can be a bit complex. To get started running a report:
- From the Salesforce Lightning dashboard your Simpplr instance is built on, click the Reports tab, then New Report.
- If you don't have a Reports tab visible, click the square made up of dots icon at the top left, then View All > Reports.
- If you don't have a Reports tab visible, click the square made up of dots icon at the top left, then View All > Reports.
- From the New Report menu, type the name/label of the report type you're looking for. Refer to the table at the bottom of this article for the report type names. If you created a custom report in Report Types, the name you assigned will be what you search for here. Select the name of the report, then Start Report.
- Add the appropriate fields to the Columns section of your report. For example, in my Simpplr Site Roles report, I want to pull in the fields: User: Full Name, Site: Simpplr Site Name, Is Manager, Is Content Manager.
- Click the Filters tab, and in Show me, choose the value that begins with "All..." depending on the data. Set your Created Date parameters how you'd like, then click Run.
Report Names and Objects/Types Needed to Create Them
|
Report Name/Description |
Report Type (Objects Needed to Create the Report) |
Fields to Input in Columns section |
Filters |
|---|---|---|---|
|
Simpplr Pages - Shows a list of all Simpplr content and content authors |
‘Simpplr Content’ or ‘Simpplr Content with Primary Author’ if author details are also required. |
|
|
|
Simpplr Sites - Shows a list of all Simpplr sites and the dates they were created |
Simpplr Sites |
|
|
|
Simpplr People - Shows a list of all Simpplr users |
Simpplr People |
|
|
|
Simpplr People Integrations - Shows a list of users who have or have not connected a certain integration to the Simpplr profile |
Simpplr People Integrations |
|
|
|
Simpplr Content - Shows a list of all Simpplr content (Pages, Events, Albums, Blog Posts) created over time |
Simpplr Content |
|
For the Text Intro, Text Main, Text Main Continued filters, filtering and searching on these fields within Salesforce is limited. In order to filter/search the content, we recommend exporting the report and using Excel or Google Sheet to better sort data. |
|
Simpplr Files - Shows a list of files that have been uploaded natively to Simpplr (does not include 3rd party file storage integrations like Google Drive or SharePoint |
File and Content Report |
|
|
|
Simpplr Site Managers/ Content Managers - Shows a list of all Simpplr Site managers and Content managers, and they site(s) they manage |
Simpplr Site with Simpplr Site Roles and People |
|
Simpplr Site: Is Active - Filter your report to managers for only active sites |
|
Report of Users who have downloaded mobile app |
Simpplr People |
|
|
|
Simpplr Expertise - shows a list of Expertises added to Simpplr over time and how many users have the Expertises assigned |
Simpplr Expertises |
|
|
|
Simpplr Site Owners - Shows a list of Simpplr site Owners |
Group and Group Members (If this does not come up in the list, create a new report type with Group as the parent object and Group Members as the child object) |
|
Group Member: Role equals to Manager - Filter your report to managers for sites |
|
Active Simpplr Users - Shows a list of all active Simpplr users |
Users and People (If this does not come up in the list, create a new report type with User as the parent object and Simpplr People as the child object) |
|
Users: Active - Filter your report to show only active people or user data |
Creating Report Types in Salesforce
What is a Report Type?
A report type defines which records and fields appear in your report.
If your required report type does not exist in the dropdown while creating a report (see previous section), you can follow these steps to create a custom report type:
Example: Creating a custom report type for ‘Active Simpplr Users’ report.
- From the Salesforce home page, navigate to Setup, then in the Quick Find box, type Report Types and click.
- Click New Custom Report Type and populate the fields as listed below (use the table at the bottom of this article to find the values you need for the specific report you're creating. What you see here is specific to the Active Users report we're creating for our example):
- Primary Object - Users
- Report Type Label - Users and Simpplr People
- Report Type Name will be auto-populated once you click on the next field
- Description - Users and Simpplr People
- Store in Category - Other Reports
- Deployment Status - Deployed
- Once your values are input, click Next.
- Click on Click to relate another object and select Simpplr People as the secondary object. Since the dropdown is a long list, you can type the text into the field to find the object more easily.
- Click Save to save the changes.
You'll now be able to see this custom report type while creating the reports.
Comments
Hi, Matthew!
I can't figure out how to make the Site: Role list show me email addresses. I need to basically take one site membership and export it, then create and add it as an audience to another site. I can get the report to give me the names of the members, but I can't figure out how to add email ID to the column list. Can you help?
Hi Linda. Unfortunately there's no easy way to do this. The Site roles report by itself does not offer email address values. You can cross reference the Site Roles report with a Simpplr Active User report (which will show email addresses). You'd need to export both reports, then use a VLOOKUP function in Excel to merge the data.
Let me know if this helps!
Hi, Matthew! Me again! I would like to use sf reports to do two things:
1. Create a list of all files that have been uploaded to our Simpplr instance, the file type, size, site location, and there's a great report to do that.
But I'm also looking to know if a file is attached to a page or is a header image or is a page element (such as an image embedded in the body text).
We are trying to avoid attaching some kinds of documents (official policies, etc.) and linking out to SharePoint instead, but during the implementation we had a few folks that weren't following that procedure, so I need a quick way to know what pages have attachments... any way to do that?
And then I do want to know if we have any images that aren't being used... they got uploaded and were wrong, so we replaced them, but didn't delete the old ones.
Any way to know if they are just... dead files?
Thank you!
Hi Linda. I made a video for you, as typing out a thorough answer to this would be almost impossible. This is a tough question with an even tougher answer. Please feel free to watch this at 1.5x speed since it's a bit on the long side. And forgive my rambling! Also, here is the Salesforce data loader documentation I mentioned in the video.
Is this the process that will help me obtain a list of site members belonging to a specific site to email? Essentially, I am creating an email distribution list. I am surprised this is exportable through analytics or the people tab. I feel like that is a common feature that should be included.
Hi Devon. Yes, this would be the best way to get that info for now. The idea is with our Product team for consideration to build this level of reporting into the application.
Hi Matthew, is there a way to use the Salesforce reporting to see what users have connected Slack as an external app? Thank you.
Hi LaShonte.
Please sign in to leave a comment.