platform-report-generate

Overview

Lightning Reports define how Salesforce data is queried, grouped, filtered, and displayed. Each report is a single .report-meta.xml file placed under reports/<FolderName>/ within the project's source directory (check sfdx-project.json → packageDirectories[].path for the source root).

Critical Rules (Read First)

TOP DEPLOYMENT KILLERS — check these BEFORE generating any report:

1. Grouping fields in columns — Fields in <groupingsDown> or <groupingsAcross> must NEVER also appear in <columns>
2. Wrong column names — Column names are report-type-specific. ALWAYS call MCP tools to verify (see references/column-names.md)
3. Wrong scope — LeadList uses org, not organization
4. Filter column dot notation — Filter <column> values use FLAT names (INDUSTRY, TYPE) NOT dot notation (ACCOUNT.INDUSTRY is INVALID)
5. Multi-value picklist filters — Use ONE <criteriaItems> with comma-separated <value> (e.g., Technology,Financial Services). Do NOT split into multiple criteriaItems with booleanFilter

Rule 1: Format Determines Required Elements

Overview

Lightning Reports define how Salesforce data is queried, grouped, filtered, and displayed. Each report is a single .report-meta.xml file placed under reports/<FolderName>/ within the project's source directory (check sfdx-project.json → packageDirectories[].path for the source root).

Critical Rules (Read First)

TOP DEPLOYMENT KILLERS — check these BEFORE generating any report:

1. Grouping fields in columns — Fields in <groupingsDown> or <groupingsAcross> must NEVER also appear in <columns>
2. Wrong column names — Column names are report-type-specific. ALWAYS call MCP tools to verify (see references/column-names.md)
3. Wrong scope — LeadList uses org, not organization
4. Filter column dot notation — Filter <column> values use FLAT names (INDUSTRY, TYPE) NOT dot notation (ACCOUNT.INDUSTRY is INVALID)
5. Multi-value picklist filters — Use ONE <criteriaItems> with comma-separated <value> (e.g., Technology,Financial Services). Do NOT split into multiple criteriaItems with booleanFilter

Rule 1: Format Determines Required Elements