The Salesforce1 Reporting API gives you programmatic access to report data designed in Report Builder. This means that System Administrators can define the reports that feed Apex processes, instead of relying on hard-coded, Developer-written queries. Join us as we walk through several real-world examples where Administrator-designed reports feed Visualforce pages, and Apex batch jobs deliver valuable metrics to end users. This example will also demonstrate a solution to manage/use asynchronously-run reports for improved performance using Custom Settings and Schedulable jobs.

1. Use the Reporting API
to Supercharge Your Data
Get Report Data From Apex
Kevin Swiggum
President, Radial Web
kevin@radialweb.com
@kevinswiggum

2. ​ What is the Apex Reporting API
​ The Challenge
• Business Case
• Technical Challenge
Walking Through the Solution
Wrap Up and Questions
A Case Study in Reporting API Goodness
Agenda

3. The Reporting API
​ Get Access to Reporting Data via Apex
Reporting
API
ApexReports
• Batch Jobs
• Controllers
• …

4. The Business Challenge
LEADS
All Open Leads
for Each User
ACCOUNTS
# of Managed
Accounts
PIPELINE
# and $ of Open
Opportunities
REVENUE
# and $ of
Closed Won
Opportunities
Rep Leads Accounts Pipeline Revenue
## ## $ (#) $ (#)
## ## $ (#) $ (#)
## ## $ (#) $ (#)
SALES REP METRICS
Key Metrics From Multiple Objects on a Single Row

5. Demo #1
Report Samples

6. ​ Option 1: SOQL
• Hard-coded filter logic
• Query timeouts
• Result limits (even with Aggregate Result)
​ Option 2: Reporting API
• Admin-Friendly
• Report Results = Apex Results
• Run once and re-use
The Technical Challenge
​ SOQL vs. Reporting API

7. Asynchronous Reports
​ Run Report Now, Access Results Later
24 Hour Storage
Run Report Job
RunAsyncReport
Data “Harvesting”
getReportInstanc
e
…Apex Business
Logic
…Report Definition

8. The Design
​ Running and Storing Reports
Reports
• Open Leads
• Managed Accounts
• Pipeline
• Revenue
Custom Settings
Run Report Job 24 Hour Storage User Metrics Job
Metric
Leads #
Revenue $
Metric
Leads #
Revenue $
Metric
Leads #
Revenue $

9. Running the Reports
Code Sample #1
https://github.com/RadialWeb/ReportingAPI

10. Demo #2
Launching the Reports

11. The Design
​ Harvesting Report Data in Apex
Reports
• Open Leads
• Managed Accounts
• Pipeline
• Revenue
Run Report Job 24 Hour Storage User Metrics Job
Metric
Leads #
Revenue $
Metric
Leads #
Revenue $
Metric
Leads #
Revenue $

12. Accessing Report Data
Code Sample #2
https://github.com/RadialWeb/ReportingAPI

13. Demo #3
Harvesting the Report Results

14. Summary and Considerations
​ Advantages
• Familiar Results
• Changes Without Code
• Extendable

15. • 500 runs per hour
• 2,000 row limit
• 20 Requests at a time
• 1,200 requests per hour
• 200 result requests at a time
• Results available for 24 hours
• 2,000 row limit
• Use Test.stopTest
Synchronous Reports Asynchronous Reports
Summary and Considerations
​ Limits!
• https://help.salesforce.com/HTViewHelpDoc?id=limits_analyticsapi.htm
• https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_analytics_test_reports.htm
• https://github.com/RadialWeb/ReportingAPI

16. Thank you