Displaying a List of Unclosed Cases as Cards

This guide will show you how to use Salesforce Reporter to display a list of unclosed Salesforce cases and format them as cards so that the information is more easily viewed.

This is achieved with the use of the Reporting for Confluence add-on.

This example is also available as a wiki markup recipe on the Salesforce Reporter page under the Notes section.

Ingredients

Guide

1. Create a Report Block macro.

2. Within that Report Block macro, create a Salesforce Reporter macro.
   Since we want to show Salesforce Cases, edit the macro and enter "Case" for the Object.

3. Within the Salesforce Reporter macro, create a Text Filter macro.
   For the Key field, enter "sf:Status" (this uses the Salesforce Supplier):

   

   For the Exclude field, enter "Closed".

   

    

4. Now, within the Report Block macro, and under the Salesforce Reporter macro, create a Report Body macro.
   Edit the macro and ensure that the Injected checkbox is ticked.

5. Within the Report Body macro, create a panel macro.

6. Within the panel macro, type in the following Parameter Injection:

7. Below that, create a table with two rows and four columns and format it like this:

8. Now fill in the cells with the following text and Parameter Injection:

9. Your macros should look something like this:

   

    

10. Save the page and check the results.

Notes

For more information regarding Reporting keychains, consult the Understanding Key Concepts.

Result

You should have something that looks like this: