Table of Contents

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Overview

In this section we will build a dashboard which displays Salesforce Case information based on the Account that is filtered by the user.

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Source code

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title	Click here for the source code...Source code

Code Block

<p class="auto-cursor-target">
  <br/>
</p>
<ac:structured-macro ac:macro-id="5b3e5a6f-1338-40c3-a34c-41d181d243c4" ac:name="deck" ac:schema-version="1">
  <ac:parameter ac:name="id">Created Cases</ac:parameter>
  <ac:rich-text-body>
    <p class="auto-cursor-target">
      <br/>
    </p>
    <ac:structured-macro ac:macro-id="273c2a6c-d4f5-49c2-a199-4bd8a1443922" ac:name="card" ac:schema-version="1">
      <ac:parameter ac:name="label">Created this week</ac:parameter>
      <ac:rich-text-body>
        <p class="auto-cursor-target">
          <br/>
        </p>
        <ac:structured-macro ac:macro-id="dd3fb0e3-79f3-4185-a235-6b74c506fb07" ac:name="report-variable" ac:schema-version="1">
          <ac:parameter ac:name="name">TotalCreatedThisWeek</ac:parameter>
          <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
          <ac:rich-text-body>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="3713a75e-8d9d-48ad-89ce-aeefaaa8d0ea" ac:name="soql-reporter" ac:schema-version="1">
              <ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
          </ac:rich-text-body>
        </ac:structured-macro>
        <p>Total created this week: <ac:structured-macro ac:macro-id="1e544b4f-d49c-4a5a-9805-2eba7cf8bd40" ac:name="report-info" ac:schema-version="1">
            <ac:parameter ac:name="">variable:TotalCreatedThisWeek > size</ac:parameter>
          </ac:structured-macro>
        </p>
        <ac:structured-macro ac:macro-id="f678d39c-f936-4ec8-851a-ec7bf4730c47" ac:name="report-table" ac:schema-version="1">
          <ac:parameter ac:name="injected">true</ac:parameter>
          <ac:rich-text-body>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="427fa462-a4e2-4197-8545-0a357cfd1ee8" ac:name="soql-reporter" ac:schema-version="1">
              <ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="2e3c8b33-6ee8-4dfd-9f4f-199102b9b7bc" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Case #</ac:parameter>
              <ac:rich-text-body>
                <p class="auto-cursor-target">
                  <br/>
                </p>
                <ac:structured-macro ac:macro-id="9ffe9343-f7dd-4ef4-807e-5d83802ad406" ac:name="report-variable" ac:schema-version="1">
                  <ac:parameter ac:name="name">curpath</ac:parameter>
                  <ac:parameter ac:name="value">https://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%</ac:parameter>
                  <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                  <ac:rich-text-body>
                    <p>
                      <br/>
                    </p>
                  </ac:rich-text-body>
                </ac:structured-macro>
                <p class="auto-cursor-target">
                  <br/>
                </p>
                <ac:structured-macro ac:macro-id="5dfeb5a1-db62-491e-8cc0-af99eff68fef" ac:name="report-link" ac:schema-version="1">
                  <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                  <ac:parameter ac:name="">variable:curpath</ac:parameter>
                  <ac:rich-text-body>
                    <p>%sf:CaseNumber%</p>
                  </ac:rich-text-body>
                </ac:structured-macro>
                <p class="auto-cursor-target">
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="c2c4c4b0-d89e-45c0-b6e6-7fd6d4e96f70" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Reporter</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="80a138f2-ca2a-48d3-9e66-d163ec3391ad" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Contact.Name</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="52d36304-3ae8-4f6a-ba14-7db41f591950" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Subject</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="a046b26e-16d3-44b8-bcbe-1a75b57a6f08" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Subject > first 80</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="844d3c4b-45e5-4b11-aa6c-db70ef324548" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Description</ac:parameter>
              <ac:rich-text-body>
                <p class="auto-cursor-target">
                  <ac:structured-macro ac:macro-id="ba84086a-4b89-4809-aaad-12e3123c2266" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Description</ac:parameter>
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                </p>
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            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="4cd5f57b-2f1e-4c81-b32b-00f4ab4e2127" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Status</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="461f0a24-9b5e-4dcf-b3d2-678d672365b1" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Status</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="ff40624b-b8a9-4453-8953-8d4b17b382b9" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Priority</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="fbdd6c71-77d7-4b50-a181-01429519777e" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Priority</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="8415afb1-bef7-404f-a532-f87350c818bc" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Assignee</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="a98e43ad-b582-4bc6-8f81-42b749f7a914" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Owner.Name</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="686fb095-cdf5-4148-a89f-da1852e4c579" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Created</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="45dd13b8-574c-4a8f-84a7-3cf0007fb5aa" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:CreatedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="e8d48ee5-6c26-4789-bab0-2df464882035" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Updated</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="d76b4285-b148-43a0-b9a4-2bab6214092e" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:LastModifiedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="50de8397-2e6b-45f5-a5f6-4e1cb57c821d" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Closed</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="fd4eb635-e8c4-4725-94d2-4f037ef70ba2" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:ClosedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="d521c48c-aabe-4d30-96ac-8f8dc539ec42" ac:name="report-empty" ac:schema-version="1">
              <ac:rich-text-body>
                <p>No records found</p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
          </ac:rich-text-body>
        </ac:structured-macro>
        <p>
          <br/>
        </p>
        <p>
          <br/>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
    <p class="auto-cursor-target">
      <br/>
    </p>
    <ac:structured-macro ac:macro-id="72d63560-ecd5-4d9d-b465-fd4266a7cc82" ac:name="card" ac:schema-version="1">
      <ac:parameter ac:name="label">Created this month</ac:parameter>
      <ac:rich-text-body>
        <p class="auto-cursor-target">
          <br/>
        </p>
        <ac:structured-macro ac:macro-id="c9d15b75-9ba0-439c-baf9-2ad4777e59dd" ac:name="report-variable" ac:schema-version="1">
          <ac:parameter ac:name="name">TotalCreatedThisMonth</ac:parameter>
          <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
          <ac:rich-text-body>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="61bcb52b-7613-48f4-9b90-16a354ee06ff" ac:name="soql-reporter" ac:schema-version="1">
              <ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
          </ac:rich-text-body>
        </ac:structured-macro>
        <p>Total created this month: <ac:structured-macro ac:macro-id="c02aa591-f7a0-471e-8485-ed031e153fdd" ac:name="report-info" ac:schema-version="1">
            <ac:parameter ac:name="">variable:TotalCreatedThisMonth > size</ac:parameter>
          </ac:structured-macro>
        </p>
        <ac:structured-macro ac:macro-id="8b493af5-5b1f-493e-a23d-08b5c496d8c4" ac:name="report-table" ac:schema-version="1">
          <ac:parameter ac:name="injected">true</ac:parameter>
          <ac:rich-text-body>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="181c0897-daad-4128-b03a-fd53d41ccc1c" ac:name="soql-reporter" ac:schema-version="1">
              <ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="f53b1d65-f6c3-402d-aa52-312824fc5768" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Case #</ac:parameter>
              <ac:rich-text-body>
                <p class="auto-cursor-target">
                  <br/>
                </p>
                <ac:structured-macro ac:macro-id="ee7ee66a-63ab-4012-9a99-976eb892834c" ac:name="report-variable" ac:schema-version="1">
                  <ac:parameter ac:name="name">curpath</ac:parameter>
                  <ac:parameter ac:name="value">https://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%</ac:parameter>
                  <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                  <ac:rich-text-body>
                    <p>
                      <br/>
                    </p>
                  </ac:rich-text-body>
                </ac:structured-macro>
                <p class="auto-cursor-target">
                  <br/>
                </p>
                <ac:structured-macro ac:macro-id="b45dd799-7919-40e6-a0be-1b3b137c34e8" ac:name="report-link" ac:schema-version="1">
                  <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                  <ac:parameter ac:name="">variable:curpath</ac:parameter>
                  <ac:rich-text-body>
                    <p>%sf:CaseNumber%</p>
                  </ac:rich-text-body>
                </ac:structured-macro>
                <p class="auto-cursor-target">
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="7d470a41-c1a6-4732-a8bb-6e0d9dd98e2d" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Reporter</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="717e0872-751c-4f99-8256-44cb5f5515b2" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Contact.Name</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="65870483-552c-459c-a904-37f975884455" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Subject</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="15727bc6-6729-4136-a0f3-7c18d29d9dce" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Subject > first 80</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="f274d9ce-1d11-4c35-8e7e-15b9d68f6cb5" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Description</ac:parameter>
              <ac:rich-text-body>
                <p class="auto-cursor-target">
                  <ac:structured-macro ac:macro-id="b1440b62-34ba-4dcb-8883-d70ae05fdfdc" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Description</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="27a36a83-c0b1-43a8-822f-3f2e6fe9ca0a" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Status</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="5bf4dc03-0e15-4619-9161-3661a5ede583" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Status</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="6828b3ee-ccfa-46ab-9c62-3dbb74009c02" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Priority</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="e3395bd2-5507-4611-bddd-0687ce5e6d3a" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Priority</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="8ff1d4b3-35bc-4eeb-ba1b-6e5ff85b3406" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Assignee</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="34f5ba6f-47bb-415b-b99c-5a3914aa0779" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Owner.Name</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="af5ba29c-2b06-4a06-9468-b89f97aba78d" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Created</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="eaddf6a6-64e7-4a17-8dea-5b19e7597df6" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:CreatedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="8e27be46-8e0d-49f5-9782-a71e8e6de0bb" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Updated</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="f3b5615b-eb6d-4f91-b9c5-e9eb8c90da9f" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:LastModifiedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="a7c32e4e-fc05-4f1d-a6ae-0021885dee0f" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Closed</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="ff4a1a2d-2560-4af0-ab42-60d153b12b52" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:ClosedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="d54ba968-ec4a-4b4b-82b2-8873a3bacfca" ac:name="report-empty" ac:schema-version="1">
              <ac:rich-text-body>
                <p>No records found</p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
          </ac:rich-text-body>
        </ac:structured-macro>
        <p class="auto-cursor-target">
          <br/>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
    <p class="auto-cursor-target">
      <br/>
    </p>
    <ac:structured-macro ac:macro-id="e8b9468c-3d3d-4588-902e-dc1860161de9" ac:name="card" ac:schema-version="1">
      <ac:parameter ac:name="label">Unclosed Cases</ac:parameter>
      <ac:rich-text-body>
        <p>Total unclosed cases: </p>
        <ac:structured-macro ac:macro-id="2e884c3e-16ee-41cb-8f15-4eb2edc0c4cd" ac:name="report-table" ac:schema-version="1">
          <ac:parameter ac:name="injected">true</ac:parameter>
          <ac:rich-text-body>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="7f7de419-1510-4c6d-b737-bbd2c1184954" ac:name="soql-reporter" ac:schema-version="1">
              <ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where Status != 'Closed'</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="7a8fb622-a007-4bd3-a5c9-78deebff12b2" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Case #</ac:parameter>
              <ac:rich-text-body>
                <p class="auto-cursor-target">
                  <br/>
                </p>
                <ac:structured-macro ac:macro-id="61098819-00f9-4a3a-bbea-ded3e87069b8" ac:name="report-variable" ac:schema-version="1">
                  <ac:parameter ac:name="name">curpath</ac:parameter>
                  <ac:parameter ac:name="value">https://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%</ac:parameter>
                  <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                  <ac:rich-text-body>
                    <p>
                      <br/>
                    </p>
                  </ac:rich-text-body>
                </ac:structured-macro>
                <p class="auto-cursor-target">
                  <br/>
                </p>
                <ac:structured-macro ac:macro-id="06091b57-df34-4878-abf3-a0d656ded6cd" ac:name="report-link" ac:schema-version="1">
                  <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
                  <ac:parameter ac:name="">variable:curpath</ac:parameter>
                  <ac:rich-text-body>
                    <p>%sf:CaseNumber%</p>
                  </ac:rich-text-body>
                </ac:structured-macro>
                <p class="auto-cursor-target">
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="6b2abbcc-4d8f-4fa8-9adb-cfd88d63ce24" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Reporter</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="f2da64b4-bccf-4625-81ee-563eda23976c" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Contact.Name</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="6fd68d4e-0f71-4cd4-ae39-de9e643208e3" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Subject</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="f4b83e83-306d-46de-8490-409cb2393ab4" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Subject > first 80</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="de8944c8-2412-4637-8327-b156766536a8" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Description</ac:parameter>
              <ac:rich-text-body>
                <p class="auto-cursor-target">
                  <ac:structured-macro ac:macro-id="35ec8cc2-c1cd-4e30-a5f4-8ca641905811" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Description</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="3a1f9976-925d-4180-9320-5d62890eace4" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Status</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="f1c0a652-dc30-4c35-a363-980a8ea29df0" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Status</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="2b416e9c-0fb6-432c-bc22-7e3dbd7b79a4" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Priority</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="a454cd66-7b2b-4769-8d0e-a9f527dbba94" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Priority</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="5a8e87a7-9993-4aa8-8e2e-931db09e9605" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Assignee</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="4ce66b20-cc18-4202-aa67-5ba892dd8199" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="">sf:Owner.Name</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="733d497e-bf83-4471-903d-9a8b9c0da07a" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Created</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="bd6b9ff3-1ebf-4237-8c08-f1c9fc693fdf" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:CreatedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="ff5c2799-1640-4a50-b3b0-735531c2ea8e" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Updated</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="befe1ddf-4fb4-48e0-bdf6-765c8041e4b4" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:LastModifiedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="4b8da554-c354-4a9a-b43d-3dfcf75a7b61" ac:name="report-column" ac:schema-version="1">
              <ac:parameter ac:name="title">Closed</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <ac:structured-macro ac:macro-id="a453b9cd-8704-4f7a-bf56-a66fa5c5bed9" ac:name="report-info" ac:schema-version="1">
                    <ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
                    <ac:parameter ac:name="">sf:ClosedDate</ac:parameter>
                  </ac:structured-macro>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="ae372ce3-a744-4491-a63e-31d8a1990aa6" ac:name="report-empty" ac:schema-version="1">
              <ac:rich-text-body>
                <p>No records found</p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
          </ac:rich-text-body>
        </ac:structured-macro>
        <p class="auto-cursor-target">
          <br/>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
    <p class="auto-cursor-target">
      <br/>
    </p>
  </ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
  <br/>
</p>

Steps

On the draft page

...

add a Deck of Cards macro

...

- set its id parameter to "Created Cases"

...

Within the Deck of Cards macro

...

add

...

three Card macros
- set their labels to "Created this week", "Created this month", and "Unclosed Cases"

...

Inside the "Created this week" Card

...

macro

add a Report Variable macro

...

- set its Name parameter to "TotalCreatedThisWeek"

...

In this Report Variable macro

...

add a SOQL Reporter macro

...

- set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK".

Back

...

within the "Created this week" Card macro

write "Total created this week:"

...

add a Report Info macro

...

- set its Key parameter to "sf:variable:TotalCreatedThisWeek > size"

...

Add a Report Table

...

macro.
Set its Injected parameter to "True".
Within the Report Table macro, add a SOQL Reporter macro.
Set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK".
Within the SOQL Reporter macro, add a Text Filter macro.
Set its Key parameter to "sf:Account.Name"

...

and Contains Value

...

parameter to "%data:AccountName>1%" respectively.
Back within the Report Table macro, add 11 Report Column macros and Set

...

their Titles

...

to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively.
In the "Case #" Report Column

...

macro, add a Report Variable macro.
Set its Name parameter to "curpath" and set its Value parameter to "<YourSalesforceURL>%sf:Id%".
Back within the Report Column macro, add a Report Link macro and

...

set its Key parameter to "variable:curpath" and enter "%sf:

...

CaseNumber%" .
In the "Reporter" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Contact.Name".
In the "Subject" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Subject".
In the "Description" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Description".
In the "Status" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Status".
In the "Priority" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Priority".
In the "Assignee" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:Owner.Name".
In the "Created" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:CreatedDate".
In the "updated" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:LastModifiedDate".
In the "Closed" Report Column macro, add a Report Info macro.
Set the Key parameter to "sf:ClosedDate".
Back within the Report Table macro, add a Report Empty

...

macro.
Write "No records found".
Inside the "Created this Month" Card

...

macro, do as follows:
1. Add a Report Variable macro.
  Set its Name parameter to "TotalCreatedThisMonth".
2. Within the Report Variable macro, add a SOQL Reporter macro.
  Set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH".
3. Back within the Card

...

1. macro, write "Total created this week:".
  Add a Report Info macro within the Card macro.
  Set its Key parameter to "sf:variable:TotalCreatedThisWeek > size".
2. Add a Report Table

...

1. macro
  Set its Injected parameter to "True".
2. Within the Report Table macro, add a SOQL Reporter macro.
  Set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH".
3. Within the SOQL Reporter macro, add a Text Filter macro.
  Set its Key parameter to "sf:Account.Name"

...

1. and Contains Value

...

1. parameter to "%data:AccountName>1%" respectively.
2. Back within the Report Table macro, add 11 Report Column macro.
  Set

...

1. their Titles

...

1. to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively.
2. In the "Case #" Report Column

...

1. macro, add a Report Variable macro.
  Set its Name parameter to "curpath" and set its Value parameter to "<YourSalesforceURL>%sf:Id%".
2. Back within the Report Column macro, add a Report Link macro.
  Set its Key parameter to "variable:curpath" and write "%sf:CaseNumber%".
3. In the "Reporter" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Contact.Name".
4. In the "Subject" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Subject".
5. In the "Description" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Description".
6. In the "Status" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Status".
7. In the "Priority" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Priority".
8. In the "Assignee" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Owner.Name".
9. In the "Created" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:CreateDate".
10. In the "updated" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:LastModifiedDate".
11. In the "Closed" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:ClosedDate".
12. Back within Report Table macro, add a Report Empty

...

1. macro.
  Write "No records found".
Inside the "Unclosed Cases" Card

...

macro, do as follows:
1. Add a Report Table

...

1. macro and set its Injected parameter to "True".
2. Within the Report Table, add a SOQL Reporter macro.
  Set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where Status != 'Closed'".
3. Within the SOQL Reporter macro, add a Text Filter macro.
  Set its Key parameter to "sf:Account.Name"

...

1. and Contains Value

...

1. parameter to "%data:AccountName>1%" respectively.
2. Back within the Report Table macro, add 11 Report Column macros.
  Set

...

1. their Titles

...

1. to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively.
2. In the "Case #" Report Column

...

1. macro, add a Report Variable macro.
  Set its Name parameter to "curpath".
  Set its Value parameter to "<YourSalesforceURL>%sf:Id%".
2. Back within the Report Variable macro, add a Report Link macro.
  Set its Key parameter to "variable:curpath" and write "%sf:CaseNumber%".
3. In the "Reporter" Report Column

...

1. macro, add a Report Info macro.
  Set the Key parameter to "sf:Reporter".
2. In the "Subject" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Subject".
3. In the "Description" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Description".
4. In the "Status" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Status".
5. In the "Priority" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Priority".
6. In the "Assignee" Report Column

...

1. macro, add a Report Info macro.
  Set the Key parameter to "sf:Assignee".
2. In the "Created" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Created".
3. In the "updated" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:updated".
4. In the "Closed" Report Column macro, add a Report Info macro.
  Set the Key parameter to "sf:Closed".
5. Back within Report Table macro, add a Report Empty

...

1. macro.
  Write "No records found".

Macro structure

Expand

title	Click here for macro structure...

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Old Version 7

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Overview

Source code

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Macro structure

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Versions Compared

Old Version 7

New Version 8

Key

Overview

Source code

Steps

Macro structure