Part 3 - Building a dashboard to display Salesforce Cases

Overview

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

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 class="auto-cursor-target">
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<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>

Steps

Add Deck of Cards macro structure

On the draft page

add a Deck of Cards macro
- set its id parameter to "Created Cases"

Within the Deck of Cards macro

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

Inside the "Created this week" Card macro

add a Report Variable macro
- set its Name parameter to "TotalCreatedThisWeek"

In this Report Variable macro

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

Back within the "Created this week" Card macro

write "Total created this week:"
add a Report Info macro
- set its Key parameter to "sf:variable:TotalCreatedThisWeek > size"
add a Report Table macro below the Report Info macro)
- set its Injected parameter to "True".

In this Report Table macro

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

Within this SOQL Reporter macro

add a Text Filter macro
- set its Key parameter to "sf:Account.Name"
- set Contains Value parameter to "%data:AccountName>1%"

Add report columns

Back within the Report Table macro (after the SOQL Reporter macro)

add 11 Report Column macros
- set their Titles to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively

In the "Case #" Report Column macro add the following two macros

add a Report Variable macro
- set its Name parameter to "curpath"
- set its Value parameter to "<YourSalesforceURL>%sf:Id%"
add a Report Link macro
- set its Key parameter to "variable:curpath" and enter "%sf:CaseNumber%"

In the "Reporter" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Contact.Name"

In the "Subject" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Subject"

In the "Description" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Description"

In the "Status" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Status"

In the "Priority" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Priority"

In the "Assignee" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Owner.Name"

In the "Created" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:CreatedDate"

In the "updated" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:LastModifiedDate"

In the "Closed" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:ClosedDate"

Back within the Report Table macro

add a Report Empty macro
write "No records found"

Inside the "Created this Month" Card macro

add a Report Variable macro
- set its Name parameter to "TotalCreatedThisMonth"

Within the Report Variable macro

add a SOQL Reporter macro
- set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH"

Back within the "Created this Month" Card macro

write "Total created this week:"
add a Report Info macro within this Card macro
- set its Key parameter to "sf:variable:TotalCreatedThisWeek > size"
add a Report Table macro
- set its Injected parameter to "True"

Within the Report Table macro

add a SOQL Reporter macro
- set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH"

Within this SOQL Reporter macro

add a Text Filter macro
- set its Key parameter to "sf:Account.Name"
- set the Contains Value parameter to "%data:AccountName>1%"

Add report columns

Back within the Report Table macro

add 11 Report Column macros
- set their Titles to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively

In the "Case #" Report Column macro

add a Report Variable macro
- set its Name parameter to "curpath"
- set its Value parameter to "<YourSalesforceURL>%sf:Id%"

Back within the Report Column macro

add a Report Link macro
- set its Key parameter to "variable:curpath" and write "%sf:CaseNumber%"

In the "Reporter" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Contact.Name"

In the "Subject" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Subject"

In the "Description" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Description"

In the "Status" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Status"

In the "Priority" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Priority"

In the "Assignee" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Owner.Name"

In the "Created" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:CreateDate"

In the "updated" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:LastModifiedDate"

In the "Closed" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:ClosedDate"

Back within Report Table macro

add a Report Empty macro
write "No records found"

Inside the "Unclosed Cases" Card macro

add a Report Table macro
- set its Injected parameter to "True"

Within the Report Table

add a SOQL Reporter macro
- set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where Status != 'Closed'"

In the SOQL Reporter macro

add a Text Filter macro
- set its Key parameter to "sf:Account.Name"
- set Contains Value parameter to "%data:AccountName>1%"

Add report columns

Back within the Report Table macro

add 11 Report Column macros
- set their Titles to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively

In the "Case #" Report Column macro

add a Report Variable macro
- set its Name parameter to "curpath"
- set its Value parameter to "<YourSalesforceURL>%sf:Id%"

In this Report Variable macro

add a Report Link macro
- set its Key parameter to "variable:curpath" and write "%sf:CaseNumber%"

In the "Reporter" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Reporter"

In the "Subject" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Subject"

In the "Description" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Description"

In the "Status" Report Column macro

add a Report Info macro
set the Key parameter to "sf:Status"

In the "Priority" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Priority"

In the "Assignee" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Assignee"

In the "Created" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Created"

In the "updated" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:updated"

In the "Closed" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Closed"

Back within Report Table macro

add a Report Empty macro
write "No records found"

Overview

Source code

Steps

Add Deck of Cards macro structure

Inside the "Created this week" Card macro

Add report columns

Inside the "Created this Month" Card macro

Add report columns

Inside the "Unclosed Cases" Card macro

Add report columns

Macro structure

Next