Building Salesforce reports in Confluence

Owned by
Li Xuan Liew (Deactivated)
Last updated: Oct 20, 2023 by
Robert Alexander Marshall
145 min read
1 Overview | 2 Ingredients | 3 Complete source code | 4 Complete macro structure | 5 Building this use case

Overview

As a Sales Manager, it may be useful to display an array of information from Salesforce such Contacts, Cases, and Opportunities in Confluence. This information can then be easily presented to stakeholders who can then simply review this information in Confluence.

In this use case we will use the Composition and Reporting apps in combination with Salesforce & Confluence Server Connector to bring in data from Salesforce and display it in an easily digestible format for stakeholders to view.

As of October 1st, 2023, Connector for Salesforce & Confluence Server & Data Center is discontinued and will no longer be supported (end of life).

If you have any questions, contact our support team.

Ingredients

Confluence apps
You will need the following Appfire apps installed on your Confluence.

Complete source code

The following source code is shared using Confluence Storage Format - the XHTML-based format that Confluence uses to store the content of pages, page templates, blueprints, blog posts and comments.

For more information on how to use this source code on your Confluence, read the following article - How do I use Recipes that use the Storage Format with the Confluence Source Editor?

<h3>Select the Account: </h3> <p> <br/> </p> <ac:structured-macro ac:macro-id="a50e636f-e28f-4a96-9738-67e177b634e3" ac:name="list-data" ac:schema-version="1"> <ac:parameter ac:name="name">AccountName</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="46f7e7f4-7f5d-49d8-91e2-e0d57358fe7b" ac:name="report-block" ac:schema-version="1"> <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="de3130ef-de85-4224-82f1-d1e55ea4baf3" ac:name="soql-reporter" ac:schema-version="1"> <ac:parameter ac:name="query">Select Name from Account</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="c4a4f4f9-5dc6-4e86-87a6-149553f2fd4a" ac:name="report-body" 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="16f12ee4-c2a2-4b9c-b30c-37dea8eae969" ac:name="list-option" ac:schema-version="1"> <ac:parameter ac:name="label">%sf:Name%</ac:parameter> <ac:parameter ac:name="value">%sf:Name%</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 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> <br/> </p> <p> <br/> </p> <ac:structured-macro ac:macro-id="f1fdd098-210b-4a52-bec4-0f065afab91e" ac:name="deck" ac:schema-version="1"> <ac:parameter ac:name="id">myDeck</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="fe71f002-7378-4af8-bf47-9e54e080bc09" ac:name="card" ac:schema-version="1"> <ac:parameter ac:name="label">Contacts</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="e4efa48d-c033-461b-abb7-0543cf1d0ca0" ac:name="section" ac:schema-version="1"> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="ef781e05-9764-4852-9f5a-407b13c9cdfe" ac:name="column" ac:schema-version="1"> <ac:parameter ac:name="width">50%</ac:parameter> <ac:rich-text-body> <h1> <strong>Contact Details </strong> </h1> <ac:structured-macro ac:macro-id="27383614-8004-485c-ab61-cd08d23dd0de" 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="55cbe342-8575-483b-a1c0-bf1b2c7299b1" ac:name="soql-reporter" ac:schema-version="1"> <ac:parameter ac:name="query">Select Id,Account.Name, Name,Title,Email,Phone from Contact ORDER BY Account.Name, Name</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="df1371cc-21df-4500-88ac-ecbbc3030e19" ac:name="text-filter" ac:schema-version="1"> <ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter> <ac:parameter ac:name="">sf:Account.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="dc53d519-e0a9-4105-b354-70afb90aea20" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Account Name</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <ac:structured-macro ac:macro-id="92f6aa94-b64a-492d-a611-8acdc9b752ab" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf:Account.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="c6007c06-8fb1-4ec4-abf7-908192ee33d9" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Contact Name</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <ac:structured-macro ac:macro-id="c5d23791-e17c-46bb-98aa-461fab09a6fc" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf: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="4ac2bf3f-b682-431e-8f3b-fe2db34344ae" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Title</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="e8315644-8314-4108-b8c8-433ee8301b84" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf:Title</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="ae5e6fdc-b34b-4323-af68-0e4492dd945e" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Email</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <ac:structured-macro ac:macro-id="8c21f0e3-8b7c-4ffd-af51-89652ca54913" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf:Email</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="53475e16-7e92-4df1-86a0-625a3da2b203" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Phone</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="ec988b1b-0f4e-452d-9177-f755c54b28eb" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf:Phone</ac:parameter> </ac:structured-macro> </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> </ac:rich-text-body> </ac:structured-macro> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="d83b7715-193b-4133-929a-26784c4911a7" ac:name="card" ac:schema-version="1"> <ac:parameter ac:name="label">Cases</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="ad876913-181c-4a0e-a506-16042d869e4c" ac:name="section" ac:schema-version="1"> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="d470473a-bf67-435b-8891-2cb2493c5220" ac:name="column" ac:schema-version="1"> <ac:parameter ac:name="width">50%</ac:parameter> <ac:rich-text-body> <h1> <strong>Cases</strong> <strong> </strong> </h1> <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> </ac:structured-macro> </p> </ac:rich-text-body> </ac:structured-macro> <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> </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="8db15dff-3472-404a-8896-305bc0364367" ac:name="card" ac:schema-version="1"> <ac:parameter ac:name="label">Opportunities</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="0d14d306-298b-4c11-b922-e6cd3a3c31a9" ac:name="section" ac:schema-version="1"> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="1f3e2ff1-9f09-4f05-8b4d-82e34fa8cfa3" ac:name="column" ac:schema-version="1"> <ac:parameter ac:name="width">50%</ac:parameter> <ac:rich-text-body> <h1> <strong>Opportunities</strong> <strong> </strong> </h1> <ac:structured-macro ac:macro-id="709d5ea2-4e7d-473b-8708-cdde69b4d705" ac:name="chart" ac:schema-version="1"> <ac:parameter ac:name="3D">true</ac:parameter> <ac:parameter ac:name="dataDisplay">before</ac:parameter> <ac:parameter ac:name="columns">Opportunity Name,Amount</ac:parameter> <ac:parameter ac:name="title">Opportunities</ac:parameter> <ac:parameter ac:name="type">bar</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="951b1212-20ae-4dcb-8fad-d5c4be2aefbe" 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="eece37d5-f9d7-468a-ad7e-9ee93aa67acf" ac:name="soql-reporter" ac:schema-version="1"> <ac:parameter ac:name="query">Select Name,AccountId,Account.Name,Amount,Probability,CloseDate from Opportunity ORDER BY Account.Name, CloseDate</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="2eb3ed3a-d2db-41fa-a7e3-1c60f3668d2b" ac:name="text-filter" ac:schema-version="1"> <ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter> <ac:parameter ac:name="">sf:Account.Name</ac:parameter> </ac:structured-macro> </p> </ac:rich-text-body> </ac:structured-macro> <p> <br/> </p> <p> <br/> </p> <ac:structured-macro ac:macro-id="2c42ce6f-1321-496b-8632-23414b3bf840" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Account Name</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <ac:structured-macro ac:macro-id="5c1c0260-46cb-4092-9fcb-321ca6870346" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf:Account.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="9e9545e4-e978-4f72-8d9a-40b31f6502d1" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Opportunity Name</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <ac:structured-macro ac:macro-id="2986e84d-356f-451e-994d-4fec5ed6007b" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf: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="1fe46d1b-169d-4880-913e-a99a10ad281e" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Amount</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="340e514a-3cc0-4de5-8e54-7a34105e769d" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="format">$#,##0.00</ac:parameter> <ac:parameter ac:name="">sf:Amount</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="3d919993-4d2a-4067-8104-d23f19464ce9" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="summaryFormat">#</ac:parameter> <ac:parameter ac:name="title">Probability</ac:parameter> <ac:parameter ac:name="class">ProbabilityColumn</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="aaa5b89e-58c7-4e1c-8c99-223e2936d5a7" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="format">#</ac:parameter> <ac:parameter ac:name="">sf:Probability</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="571b8ce4-7595-4b38-baaa-c5709d5a95e2" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Closed Date</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="9626c1a6-df34-47d5-9b25-2d92c1282b9c" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="format">MM-dd-yyyy</ac:parameter> <ac:parameter ac:name="">sf:CloseDate</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="a84bcce9-263b-44a2-9af4-2945b617bf98" 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> <p> <br/> </p> <p> <br/> </p> </ac:rich-text-body> </ac:structured-macro> <h3>Opportunities Summary</h3> <ac:structured-macro ac:macro-id="6d3aebf6-8662-4af6-800f-d6f4bdc7fed4" ac:name="deck" ac:schema-version="1"> <ac:parameter ac:name="id">OpportunitySummary</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="d12991f8-73d1-4e53-8a2a-ff3287a2f617" ac:name="card" ac:schema-version="1"> <ac:parameter ac:name="label">Opportunities Won</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="d92e9b77-fa94-449c-88de-545653d6c701" 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="c4bb6e91-d235-487c-9a3e-f88d5b8b68d8" ac:name="soql-reporter" ac:schema-version="1"> <ac:parameter ac:name="query">Select Account.name,id,name, amount, owner.name, closeDate from Opportunity Where IsWon = true</ac:parameter> <ac:rich-text-body> <p> <br/> </p> <p class="auto-cursor-target"> <ac:structured-macro ac:macro-id="404d2453-b12e-4133-a4cb-e8ef811fc279" ac:name="text-filter" ac:schema-version="1"> <ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter> <ac:parameter ac:name="">sf:Account.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="88f12b6d-daf4-41c5-b2ed-1bf5f0975790" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Name</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="21d7b661-6bfb-4572-a733-8e0ced07f42c" ac:name="report-variable" ac:schema-version="1"> <ac:parameter ac:name="name">OppName</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="c5662929-4abd-457b-8d2b-0e5aee333bd9" ac:name="report-link" ac:schema-version="1"> <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter> <ac:parameter ac:name="">variable:OppName</ac:parameter> <ac:rich-text-body> <p>%sf:Name%</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="c37d2f68-bff6-46d7-953c-d536f404df84" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Amount</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="6a11a18c-8334-4635-af25-881c4007b89e" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="format">$#,##0.00</ac:parameter> <ac:parameter ac:name="">sf:Amount</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="4bd3df1d-ff5c-4462-8ab9-9191a9daa680" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Owner Name</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="05274c3e-b0d9-4adb-9b03-e32b64ae1aaf" 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="fb578f88-c3d5-410c-8170-ff37e72104e7" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Close Date</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="45f27861-8cb0-451e-b8f7-326cf50766d9" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf:CloseDate</ac:parameter> </ac:structured-macro> </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:rich-text-body> </ac:structured-macro> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="285afd3f-d1c0-4f0c-b663-d2f041fc44b2" ac:name="card" ac:schema-version="1"> <ac:parameter ac:name="label">Opportunities Lost or Not Yet Won</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="ab97e4cd-8511-4a8d-b1e1-194a4d017665" 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="f2fa377f-f75e-4b45-9d77-9709f720d73f" ac:name="soql-reporter" ac:schema-version="1"> <ac:parameter ac:name="query">Select Account.name,id,name, amount, owner.name, stageName from Opportunity Where IsWon = false</ac:parameter> <ac:rich-text-body> <p> <br/> </p> </ac:rich-text-body> </ac:structured-macro> <p class="auto-cursor-target"> <ac:structured-macro ac:macro-id="68db1544-5b6c-446a-bc51-e48da1fb0017" ac:name="text-filter" ac:schema-version="1"> <ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter> <ac:parameter ac:name="">sf:Account.Name</ac:parameter> </ac:structured-macro> </p> <ac:structured-macro ac:macro-id="71dfeb22-1aa9-482f-80ce-286a9a4f4be1" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Name</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="6061d78f-251f-4366-a683-a66c949992d1" ac:name="report-variable" ac:schema-version="1"> <ac:parameter ac:name="name">OppName</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="41955b9a-0a86-4ae2-88f9-9537ad7ad6d2" ac:name="report-link" ac:schema-version="1"> <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter> <ac:parameter ac:name="">variable:OppName</ac:parameter> <ac:rich-text-body> <p>%sf:Name%</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="43d66ddb-a4b7-4448-8993-13672f791f3c" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Amount</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="c3f275fe-40ba-465f-81e1-ebfaec31d967" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="format">$#,##0.00</ac:parameter> <ac:parameter ac:name="">sf:Amount</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="5098e23d-330d-4b8c-834f-c604c8a2ae45" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Owner Name</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="8f0d608d-6c8e-46ff-9119-8ad4d1aa4a66" 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="ed38cf47-50d5-4cdd-9873-945be88ed755" ac:name="report-column" ac:schema-version="1"> <ac:parameter ac:name="title">Stage Name</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="69f121e8-878a-445b-916f-784af84cd2c8" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">sf:StageName</ac:parameter> </ac:structured-macro> </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="9c4231f0-bda5-4de8-a538-9e23883bc708" ac:name="card" ac:schema-version="1"> <ac:parameter ac:name="label">Overall Opportunities</ac:parameter> <ac:rich-text-body> <p class="auto-cursor-target"> <br/> </p> <ac:structured-macro ac:macro-id="9c3c85f9-35c7-4b72-a6fa-1644658b9f9a" ac:name="report-variable" ac:schema-version="1"> <ac:parameter ac:name="name">TotalOpportunity</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="7716f559-32db-427f-a16e-1b7ab0519b00" ac:name="soql-reporter" ac:schema-version="1"> <ac:parameter ac:name="query">Select name from Opportunity</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="9fa915b5-1812-4345-bbd5-e00cb124eaca" ac:name="text-filter" ac:schema-version="1"> <ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter> <ac:parameter ac:name="">sf:Account.Name</ac:parameter> </ac:structured-macro> </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="7b89afc4-d8a7-409f-9244-01d024769ec8" ac:name="report-variable" ac:schema-version="1"> <ac:parameter ac:name="name">WonOpportunity</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="b3b9376e-4773-4532-82df-ab3ea1cbba6e" ac:name="soql-reporter" ac:schema-version="1"> <ac:parameter ac:name="query">Select name,Account.name from Opportunity Where IsWon = true</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="2ea60381-83b5-4edd-9446-d773afe1bf1f" ac:name="text-filter" ac:schema-version="1"> <ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter> <ac:parameter ac:name="">sf:Account.Name</ac:parameter> </ac:structured-macro> </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="e671f501-dca9-49a7-b77c-2a3f539f758f" ac:name="report-variable" ac:schema-version="1"> <ac:parameter ac:name="name">LostOpportunity</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="d50ec979-ec38-40da-bec2-9bdbc5c0247c" ac:name="soql-reporter" ac:schema-version="1"> <ac:parameter ac:name="query">Select name,Account.name from Opportunity Where IsWon = false</ac:parameter> <ac:rich-text-body> <p> <ac:structured-macro ac:macro-id="70edf11e-6f40-4dac-a4f1-ac4e65e608d3" ac:name="text-filter" ac:schema-version="1"> <ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter> <ac:parameter ac:name="">sf:Account.Name</ac:parameter> </ac:structured-macro> </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> <table class="relative-table wrapped" style="width: 42.0455%;"> <colgroup> <col style="width: 33.8491%;"/> <col style="width: 66.1509%;"/> </colgroup> <tbody> <tr> <th>Won Opportunities</th> <td> <div class="content-wrapper"> <p> <br/> </p> </div> <ac:structured-macro ac:macro-id="72963728-1557-400b-aa26-202f735e1a1b" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">variable:WonOpportunity > size</ac:parameter> </ac:structured-macro> </td> </tr> <tr> <th>Lost Opportunities</th> <td> <div class="content-wrapper"> <p> <ac:structured-macro ac:macro-id="52b4266f-d202-447c-8a6f-353ef88bd75f" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">variable:LostOpportunity > size</ac:parameter> </ac:structured-macro> </p> </div> </td> </tr> <tr> <th>Total Opportunities</th> <td> <div class="content-wrapper"> <p> <ac:structured-macro ac:macro-id="fef72eec-8db0-4908-a93d-3e417f517449" ac:name="report-info" ac:schema-version="1"> <ac:parameter ac:name="">variable:TotalOpportunity > size</ac:parameter> </ac:structured-macro> </p> </div> </td> </tr> </tbody> </table> <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> </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> <br/> </p> <p> <br/> </p> <p> <br/> </p>

Complete macro structure

Building this use case