![]() How to Create Reports in Salesforce Lightning Here, you can add fields to your report, change the view and timeframe, add filters, and more. You’ll then be able to customize your report by clicking Customize. When you’ve selected the format you would like, you can click Run Report. You’ll then be able to choose your report’s format by choosing one of the formats mentioned earlier in the Preview tab bar. Once you’ve clicked Create, the report editor will open and show you a draft of your report. ![]() When you’ve selected the report you need, click Create. Here, you’ll select one of the report types we mentioned above by picking a category and then one of the available reports. Once you’ve clicked on New Report, you can choose the report type you want. If you don’t see the Reports tab on the tab bar, click on + and scroll down to find it. The first step is creating a new report by clicking the Reports tab on the tab bar and clicking the New Report button. Quick-Start: How to Create Reports With Salesforce Report Builder Keep in mind, however, that joined reports are only available if you use the Enterprise, Performance, Unlimited, and Developer additions of Salesforce. Joined reports can even contain data from other report types. When you do this, every block acts like a sub-report with its fields, columns, filtering, and sorting.įor example, joined reports allow you to create an opportunity pipeline forecast based on different criteria. You can combine multiple report blocks with joined reports that give you different data views. They’re also helpful when looking at data by date, person, product, or geography.įor example, you could extract insights about product sales by geographical area, industry, etc. You’ll use matrix reports when you want to compare related totals, especially if you’re working with large amounts of data and want to compare the values for different fields. Like summary reports, you can use them as a source for dashboard components. Matrix reports are similar to summary reports, but with the added benefit that they allow you to group data by both columns and rows. For example, you can summarize the revenue won in a specific quarter and then share it with your team. The most straightforward example of summary reporting in Salesforce is revenue. You’ll likely also use these reports if you want a report that shows you the subtotals based on the values for a particular field or when you want to create hierarchical lists. You can also use summary reports as a source for dashboard components. However, the difference with summary reports is that they allow you to group rows of data, view subtotals, and create charts. Summary reports are like tabular reports and, as such, allow you to examine your data in organized columns. The major disadvantage of tabular reports is that you can’t create groups of data or charts, and you can’t use them in dashboards. And because they’re similar to spreadsheets, they’re ideal for users who like to create lists of records or lists with a single total. ![]() They contain data in organized columns, each with a matching row, much like a typical spreadsheet. Tabular reports are the simplest and quickest way to examine your data. You can choose from four distinct formats: Summary, Tabular, Matrix, and Joined Reports. In addition to different report types, Salesforce also offers different report formats. If the standard reports don’t provide the properties you need (e.g., customer lifetime value), custom properties will do the trick! ![]() In addition to these standard reports, Salesforce also offers a custom report type that allows you to customize reports based on your unique needs and requirements. These standard reports are templates that contain defined fields and data and are grouped into various categories. For example, you can analyze the entire lead journey, from MQL to conversion, enabling you to work better with other teams that drive revenue.įirstly, Salesforce offers several built-in report types. Salesforce reports also allow you to share insights with other teams across your business. It displays it visually, so you get deeper insights into your business in half the time. Instead of crunching numbers in your Google Sheets or Excel, Salesforce analyzes the data. It gives you access to your Salesforce data in graphical or tabular, easy-to-understand formats. Salesforce Reporting: The Fastest Way to Get Strategic Insightsįundamentally, a Salesforce report is a report like any other.Step 1: Create a New Report in Salesforce Lightning Reporting.How to Create Reports in Salesforce Lightning.Quick-Start: How to Create Reports With Salesforce Report Builder.Summary Reports in Salesforce Reporting. ![]()
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