How to create summary report in Salesforce

How to create summary report in Salesforce

There are different tools that you can use in Salesforce to assess your company’s performance over time. One such tool that you will have access to is the reports generator. Here you can easily create a summary report for various business functions.

Create Your Report?

First, look for “Reports” on the toolbar. Underneath, you will find an option where you can create a new report; click on this. It is important that you select the proper type of report because each category comes with its own series of specified criteria. In Salesforce, you have both standard and customized report sheets.

Choose “Other Reports” and identify your parameters then hit the “Create” button. You toolbar will then display the different positions that are available to your chosen report type. To use these, simply drag and drop them onto the preview section at the center of your screen.

Manipulate Your Data Points

You can start manipulating other data as soon as you run the report. Click the “Customize” button and you will be taken back to the builder feature. Here, you must choose a format. Under “Tabular Format,” find “Summary” and click on that. Then choose your preferred fields from the “Position” cluster and drag it onto the preview pane. This will allow you to create categories for your data report.

When you do this, you will notice that your categories will now have dropdown buttons that you can access. Click on these and choose entries from the list of available options. When you see something you need, just click on it and press “Enter” to add it to your summary.

Final Touches

You can also add, remove, or shift columns and rows as you deem necessary. Everything will be on the toolbar on the left-hand side of the screen. When you’re finished, click “OK” to save everything on the program.

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