Report on Percentage of Records a Field is Populated

Why This Matters

Understanding how consistently users populate key fields is one of the best indicators of data quality and adoption. Incomplete data can cripple dashboards, forecasts, and automation. Measuring the percentage of records with a value in a specific field gives admins and business leaders an actionable metrics.

The Goal

You want a Salesforce report that answers this simple question:

“What percentage of my reocrds have this Field populated?”

For example:

• 85% of Opportunities have Primary Contact filled in
• 72% of Accounts have Industry selected
• 95% of Cases have Priority set

For our exmaple we are going to try to determine what pecentage of Accounts have the SLA Expiration Date populated. We will accomplish this all in a Report without having to create new Fields.

Step 1: Create a Row-Level Formula

We will create a row-level formula with the return type of number and no decimals. Our formula is below. It returns a 0 if the Filed is not populated and a 1 if it is. You’ll then group your Report by the row-level formula.

IF(ISBLANK(Account.SLAExpirationDate__c), 0,1)

Step 2: Create a Custom-Summary Formula

We will now create a custom-summary formula that references the row-level formula. Be sure to display only at the Grand Total level. The custom-summary formula is below. CDF1:SUM is referencing the SLA Date Filled In row-level formula.

CDF1:SUM/RowCount

Step 3: Run the Report

We can now see the percentage of Accounts that have the Field populated in our Report.

Demo

Let’s see how we did this in a step by step demo.

There are several third-party tools that can do this across all of your Objects and Fields. If this will be a common need that comes up a lot then you might want to consider these, but if these are ad-hoc requests for select key fields than using a Report is a completely native solution.