Part 5 - Combining all the components into one

Owned by Li Xuan Liew (Deactivated)
Last updated: Oct 20, 2023 by Robert Alexander Marshall
145 min read
1 Overview | 2 Source code | 3 Steps | 3.1 Adding Part 1 | 3.2 Adding Part 2 | 3.3 Adding Part 3 | 3.4 Adding Part 4 | 4 Macro structure

Overview

Let's now integrate all the previous sections into one.

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?

<p> <br/> </p> <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>



Steps

Adding Part 1

Write "Select the Account:"and add Part 1.

Adding Part 2

Within the Deck of Cards macro

  • add three Card macros

    • set their labels to "Contacts", "Cases", and "Opportunities".

In the "Contacts" Card macro

  • add a Section macro

In the Section macro

  • add a Column macro

    • set its Width parameter to "50%"

Within the Column macro, add Part 2.

Adding Part 3

In the "Cases" Card macro

  • add a Section macro.

In the Section macro

  • add a Column macro

    • set its Width parameter to "50%"

Within the Column macro, add Part 3.

Adding Part 4

In the "Opportunities" Card  macro

  • add a Section macro

Within the Section macro

  • add a Column macro

    • set its Width parameter to "50%"

Within the Column macro, add Part 4.

Macro structure