[SalesForce] How to create or clone reports in Apex

I need to display data dynamically from reports, depending on records.

The url hacking way (pv0 and stuff) doesn't work in lightning experience, so I am wondering how I could achieve this in it.

I thought about creating reports from apex, it would be great to use a "template" report, and creatin a new one from it with record-specific parameters, still I couldn't manage to find any good documentation nor code sample to implement such a thing.

The Salesforce Reports and Dashboards API via Apex documentation only provides information on how to retrieve reports data, but not if it is possible to create some using apex.

Is there any way to achieve this ?

Best Answer

Actually managed to clone reports and dashboards using Apex and the Metadata Api provided by Andrew Fawcett on Github.

Just wanted to share it, here's the issue where you can find the code samples used.

Edit: As of API version 34, you can also use the Analytics API for cloning, but you need to do a callout.

Related Solutions

[SalesForce] Create reports programatically with apex

You can't create a report programmatically from a unit test. You might be able to do it with the Apex Wrapper Salesforce Metadata API from outside of a unit test context, though.

I'm not sure of the design of your program, but maybe you can abstract away the report to a data source interface and mock that in your unit tests. E.g.,

public class MyReportService {
    DataSource source;
    public MyReportService(DataSource ds) {
        this.source = ds;
    }

   // Bunch of other methods that do things with with data source.
}

Then in your unit test:

DataSource myMockDataSource = generateMyMockDataSourceSomehow();
MyReportService service = new MyReportService(myMockDataSource);

Test.startTest();
Integer retVal = service.answerMagicalQuestion();
Test.stopTest();

System.assertEquals(42, retVal, 'magical answer wrong');

[SalesForce] How to get a report to return more than 2,000 rows using the “ReportResults” class in the “Reports” namespace

The documentation is fairly explicit here:

The API returns up to the first 2,000 report rows. You can narrow results using filters.

You'll need to execute your report multiple times, using filters that you can guarantee will return fewer than 2000 rows (such as by using date ranges, report run #1 uses THIS_QUARTER, run #2 uses LAST_QUARTER, or you use first letter of name starts with A on run #1, then B on run #2)

Best Answer

Related Solutions

[SalesForce] Create reports programatically with apex

[SalesForce] How to get a report to return more than 2,000 rows using the “ReportResults” class in the “Reports” namespace

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