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Lightning Experience Reports & Dashboards Specialist Superbadge - 1

Trailhead Baby & cousins in the "toddler limo"

I went on a long "walk" today with my cousins in the quad stroller.  My mom calls it the "toddler limo."  As you can see, my little brother was not pleased with his seat and caused a fuss.  After the walk, he demanded mom's attention, so I sneaked off to my crib/office to start on the newest Superbadge: Lightning Experience Reports & Dashboards Specialist.

Report Folder Tips:
Nested Report folders is a new thing- as of Summer '18.  Learn more on the release notes.  The status bar is a big help:

Sharing folders? Do I go to setup? Sharing rules? Where do I click! If you are trying to remember how to share a folder, check out this article:
Share a Report or Dashboard Folder. 


Error Messages:


 If you get this message, or something similar, double check your syntax!  My mistake?  The R&D folder was named "Solar Bot R&D Reports."  The extra space between "Solar" and "Bot" caused an issue!

Another easy oops!  When the instructions say to remove 5 fields, you really do need to remove all 5.  Hint: You are not "removing" the fields from the object! Just from the custom report. 

Need some help?  Leave a comment for the Trailhead Baby! 

Comments

  1. AnonymousSeptember 3, 2018 at 11:45 AM

    I have an error message that I have not reallocated all the reports into the correct folders.
    I have 1 deleted (there is no recycle bin in lightning) 2 in Sales folder and 1 in R&D.
    I am assuming the deleted one is the issue?

    ReplyDelete
  2. Trailhead BabySeptember 4, 2018 at 5:48 AM

    Fortunately you can toggle back to classic and pull the report from the recycle bin.
    The instructions are tricky. "Place reports to delete in the Report Recycle Bin folder." If blogspot had an option to underline words, I'd underline the word folder.

    Make sense?
    Hint: You do not have to create a new folder!

    ReplyDelete
  3. UnknownMarch 14, 2019 at 11:42 AM

    Hello! I have this issue: Challenge Not yet complete... here's what's wrong:
    We can't find a folder for Status Reports within the SolarBot Support Reports folder. Do you know how can I fix it? Thanks!!

    ReplyDelete
    Replies
    1. Trailhead BabyMarch 14, 2019 at 12:50 PM

      Did you create the nested folders?

      Delete
    2. UnknownJune 19, 2019 at 3:05 AM

      I'm not the same person as above - but i have the same problem - Status Reports sits within SolarBot Support Reports folder. :/

      Delete
    3. Trailhead BabyJune 19, 2019 at 5:03 AM

      likely a silly question -Could you verify that the "solar bots supports reports" folder is at the very top level and not nested inside another folder. (like "private reports")?

      Delete
    4. AnonymousJune 19, 2019 at 12:27 PM

      Changing the Status Reports folder unique name to "Status_Reports" fixed the problem for me.

      Delete
    5. AnonymousNovember 6, 2022 at 4:23 AM

      thank you so much

      Delete
  4. AnonymousJune 22, 2019 at 9:51 PM

    Thank you, "Anonymous June 19, 2019 at 12:27 PM". That fixed the problem for me as well!

    ReplyDelete
  5. AnonymousJune 25, 2019 at 12:35 PM

    Changing unique name to include the underscore worked for me too! Thanks!

    ReplyDelete
  6. AnonJuly 29, 2019 at 2:32 PM

    Challenge Not yet complete... here's what's wrong:
    We can’t find the Executive Team public group described in the prework.

    However, I have the group set up...

    ReplyDelete
    Replies
    1. Trailhead BabyJuly 30, 2019 at 8:02 AM

      A silly question - Did you install the package? Also, could you verify that the public group is spelled exactly as the instructions state "Executive Team"? A common "oops" is a misspelling or something like "Executive Team Public Group"

      Delete
    2. LauraSeptember 3, 2019 at 2:22 PM

      I am having the same issue. I am getting an error on that it does not find the "Executive Team" public group, but I do have it set up. And I copied/pasted the name from the trailhead instructions... Not sure how to resolve. TIA!

      Delete
    3. Trailhead BabySeptember 4, 2019 at 10:07 AM

      hmmmmm I'd love to see what you a have set up... Want to email me a few screenshots? rebecca@capstorm.com

      Delete
    4. PaulOctober 14, 2019 at 4:40 PM

      Hello,

      I am having this same issue. Were you able to help Laura resolve this?

      Thanks,
      Paul

      Delete
    5. Trailhead BabyOctober 15, 2019 at 11:31 AM

      Hi Paul-
      The first thing I would try is to logout, wait 24 hours, then log back in and recheck the challenge. This method helped someone else get past this step- I expect because the public group was created two or more times and the "old version" is caught by the challenge check process not the active correct one. If this doesn't work, I'm happy to look into it further!

      Delete
    6. UnknownNovember 11, 2019 at 11:38 AM

      Hey,
      I was running into the same issue.
      When I create a new Public Group, by selecting a Tab in an Application, it will fail to be shown in the Report Folder, Sharing settings.

      If you create a Public Group in
      Setup|Public Groups,
      they become available for Report Folder Sharing.

      Setup Public Groups

      Delete
    7. AnonymousDecember 30, 2019 at 7:29 AM

      Hi! Ive encountered the same problem and have did the necessary requirements needed to do it.

      Delete
    8. UnknownJanuary 6, 2020 at 11:09 PM

      Hi,
      I was also having the same issue "Challenge Not yet complete... here's what's wrong:
      We can’t find the Executive Team public group described in the prework." But I can see Executive Team in public groups.

      Did anyone know how to resolve this?

      Thanks!
      Veena

      Delete
    9. UnknownMarch 4, 2020 at 2:06 PM

      I got the same error but turns out I was "checking" the challenge in a different Trailhead playground. Not the one in which I did the pre-work

      Delete
    10. AnonymousNovember 29, 2023 at 7:59 AM

      I am getting the same warning. Have you got the solution for this?

      Delete
  7. AnonymousOctober 21, 2019 at 1:14 PM

    Hi there, is there any solution for the error below:
    Challenge Not yet complete... here's what's wrong:
    We can’t find the four reports from the SolarBots Acquisitions folder reorganized into their new folders.

    ReplyDelete
    Replies
    1. Trailhead BabyOctober 21, 2019 at 2:24 PM

      The solution is to ensure that the report names are correct and in the correct folders..... I expect that either the folder names are incorrect or the reports are not in the correct folders.

      Delete
    2. GuimaFebruary 16, 2022 at 7:29 PM

      That is not the case.
      I have moved them to the correct folders. I believe the check step is checking a wrong name...

      Delete
  8. RaymondNovember 13, 2019 at 1:52 PM

    Hello! Hopefully you can point me in the right direction.

    My error:

    Challenge Not yet complete... here's what's wrong:
    The “SolarBots and Status Data” custom report type doesn't have the correct relationship between the correct objects.

    My Report Type settings appear to be correct, but they're obviously not.

    I have the label set correctly (SolarBots and Status Data) and the matching name (with the appropriate underscores). The category is set to Other Reports and deployment status is Deployed. I included the supplied description.

    I have the object relationship set to:
    SolarBots (A)
    ^ with or without related records from SolarBot Status (B)
    The Venn diagram shows a solid A and the B is shaded only in the overlapped section.

    I removed the appropriate fields from the layout and have 14 available fields for SolarBots and 11 for SolarBot Status.

    Any ideas where I should be looking?

    ReplyDelete
    Replies
    1. Trailhead BabyNovember 14, 2019 at 8:15 AM

      Check the # of fields for SolarBot Status- I expect that you need 12 :)
      (Otherwise perfect!)

      Delete
    2. RaymondNovember 14, 2019 at 12:58 PM

      Per your suggestion, I added back the extra field I removed (I only did so because a few of the searches I did while trying to resolve this issue had 14/11 and I attempted to match their display), but it still fails with the same error.

      I've decided to give up and become a monk, er.... to trash this playground and start over from scratch, as someone in the success forum suggested. If I still get stuck, I'll come back and bug you, some more.

      Delete
    3. RaymondNovember 14, 2019 at 1:43 PM

      I ended up creating a new playground (successfully passed the challenge, so thank you to the person in the Success forum who helped me!) and I've compared the two. These are really the only differences I found. Hopefully, if anyone else runs into this issue, they can check for this.

      SolarBot in Object Manager:
      Fields & Relationships show a difference in one field:

      good: SolarBot Name (this one is also marked as 'Indexed', while the other is not)
      bad: SolarBot

      SolarBot Status in Object Manager:

      Details shows a difference in the Plural Label:
      good: SolarBot Status
      bad: SolarBot Statuses

      Fields & Relationships show differences in the Field Lable Name:
      good: SolarBot Status Name
      bad: SolarBot Status

      Unfortunately, I have no idea how I did this the first time, so I can't say 'avoid this'.

      I just wanted to follow up here with you, too, to let you know I was successful.

      Delete
    4. AnonymousNovember 19, 2019 at 11:41 PM

      Hello! I also received the same error as Raymond after deleting and un deleting the same fields over and over again from the original sections. The fix I found was by creating brand new sections with the exact same info as SolarBots and Solarbot Status. Except don't add the five fields to the two new sections. Once you've built those, then delete the original two sections. I'm not sure why that worked but it did! Maybe a bug in the system? Hope this helps anyone receiving the same error.

      Delete
    5. Trailhead BabyNovember 20, 2019 at 2:44 PM

      Very glad that you figured it out!

      Delete
  9. UnknownNovember 21, 2019 at 1:23 PM

    Challenge is not completed.

    After installing the un named packages in solar bot app we can't see the data import tab

    ReplyDelete
    Replies
    1. Trailhead BabyNovember 21, 2019 at 6:05 PM

      I do not understand what you are asking. Please provide some details.

      Delete
  10. VinayakaFebruary 7, 2020 at 3:17 AM

    We can't find the correct access configuration for the SolarBot Sales Reports folder.

    The error which i Got.

    ReplyDelete
    Replies
    1. AnonymousJuly 28, 2023 at 6:22 AM

      Give the view access to Sales Team
      Manage Access to Sales Leadership Team

      Delete
  11. VinayakaFebruary 7, 2020 at 3:17 AM

    The error which I am getting is

    We can't find the correct access configuration for the SolarBot Sales Reports folder.

    ReplyDelete
    Replies
    1. Trailhead BabyFebruary 7, 2020 at 11:41 AM

      Double check who can View the reports VS who can manage them.

      Delete
  12. SreeDGFebruary 18, 2020 at 9:32 PM

    You are not "removing" the fields from the object! Just from the custom report, the fields are showing to delete the complete block so keep the mouse on the specified field to removed and wait for a while till it shows dragging option then remove the filed and save it

    ReplyDelete
  13. UnknownMarch 31, 2020 at 3:07 AM

    Hi, i get the error that my executive team folder cannot be found
    i tried adding the underscore in unique name but still nothing ??

    ReplyDelete
    Replies
    1. Trailhead BabyMarch 31, 2020 at 9:18 AM

      Did you ensure that it is named "SolarBot Executive Reports"

      Delete
  14. UnknownMay 26, 2020 at 5:49 PM

    Hello!
    I am not able to see SolarBot status fields. it shows 0 fields for the Status and for the SolarBots it shows 14 selected fields.
    I have the solarbots status right under the Solarbots report type. Yet i can't see any fields for selection under status. What am i missing here?
    Thanks
    Radhik

    ReplyDelete
    Replies
    1. AnonymousMarch 4, 2024 at 10:48 AM

      I have the same problem. I have 0 fields showing for the Solar Bot status field and I'm currently getting the error "The “SolarBots and Status Data” custom report type doesn't have the correct relationship between the correct objects" HELP please

      Delete
  15. UnknownJune 11, 2020 at 1:22 PM

    Hi I am not getting the share button inside share folder box. How to enable that ?

    ReplyDelete
    Replies
    1. UnknownJune 11, 2020 at 1:23 PM

      I am getting this error. "We can't find the correct access configuration for the SolarBot Executive Reports folder."

      Delete
    2. Trailhead BabyJune 11, 2020 at 2:58 PM

      It's a dropdown next to the folder name- look to the far right,

      Delete
  16. UnknownAugust 27, 2020 at 9:26 AM

    i am constantly getting this Error
    "Challenge Not yet complete... here's what's wrong:
    We can't find the correct access configuration for the SolarBot Executive Reports folder."

    i have set the folder access for the folder to "Edit" as per the einstructions "Executive Team members can see all reports and change executive reports."

    ReplyDelete
    Replies
    1. DivNovember 16, 2021 at 1:45 AM

      I m also encountering the same problem, how to resolve this. From my end I have set the correct access level i.e "edit" for executive team on SolarBots Executive reports

      Delete
  17. OllexcytedJanuary 24, 2021 at 8:00 AM

    Hi Trailhead baby, can you help me with this?

    I am on challenge 1, I get this error
    Challenge Not yet complete... here's what's wrong:
    We can’t find your solution for users to report on custom objects named “SolarBots and Status Data,” or it's not stored in the correct place.

    Under report on custom object section, there is an instruction - Store the solution in the Other Reports category. I am not able to understand what needs to be done here

    ReplyDelete
  18. OllexcytedJanuary 24, 2021 at 8:36 AM

    I figured it. I was working on Reports from SolarBots app. Realized that I had to work from quicksetup

    ReplyDelete
  19. UnknownNovember 25, 2021 at 12:13 AM

    I am getting this error. "We can't find the correct access configuration for the SolarBot Executive Reports folder."

    ReplyDelete
  20. UnknownNovember 25, 2021 at 1:59 AM

    Challenge Not yet complete... here's what's wrong:
    We can’t find the Report and Dashboard Administrators public group described in the prework.

    ReplyDelete
  21. UnknownFebruary 14, 2022 at 5:35 PM

    can somebody help me i have this error we cant find a report with name solarbot warranty call sheet in the correct folder or it uses an incorrect report type

    ReplyDelete
  22. AnonymousJuly 14, 2022 at 4:15 AM

    Hi I am getting below error message in challenge 2 "Lightning Experience Reports and Dashboard specialist"
    The 'SolarBot High-Case Candidates' report doesn't show the correct information about the listed accounts.

    ReplyDelete
  23. AnonymousSeptember 1, 2022 at 5:38 AM

    Challenge Not yet complete... here's what's wrong:
    We can't find the correct access configuration for the SolarBot Support Reports folder.pls help me to solve

    ReplyDelete
  24. AnonymousNovember 4, 2022 at 10:29 AM

    We can’t find the four reports from the SolarBots Acquisitions folder reorganized into their new folders. Can someone help me ?

    ReplyDelete
  25. AnonymousJanuary 23, 2023 at 11:17 AM

    We can’t find the option 'SolarBot' in the Type picklist on the Opportunity object.
    I Got this error.
    What Can I Do?

    ReplyDelete
  26. AnonymousJune 13, 2023 at 2:37 AM

    Challenge Not yet complete... here's what's wrong:
    We can’t find the Executive Team public group described in the prework. This is the error i have got could you help me out.

    ReplyDelete
  27. AnonymousSeptember 21, 2023 at 3:58 AM

    Challenge Not yet complete... here's what's wrong:
    We can’t find the folder for the Executive team.

    ReplyDelete

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