How to Generate Reports in Salesforce

No business will run smoothly without a corresponding report on the aspects of the entire business process. Reports give the business owner and the management a clear picture of what is happening to the company and if the goals and objectives set are being met. Reports also reflect their expenditures and profits. Management usually studies the reports generated throughout the years, and checks for trends that may help them adjust their business goals accordingly.

Now, if a certain organization is using Salesforce, they can easily create and obtain the reports they need for their business. Generating various kinds of reports in Salesforce is quick and easy. One can even schedule the process. This post will teach users all about Salesforce Reports.

Report Formats

There are four report formats in Salesforce, namely:

1. Summary Reports – For data stored in fields that generate groupings and subtotals, the summary format is the common choice. Reports grouped in hierarchy can also use this type of format.

2. Tabula Reports – It’s a tabular-style report used to get an overview of data as listed items. This format is good for generating a simple list. You can also use it for tabulated data with grand totals.

3. Matrix Reports – This format groups records by rows and columns. It’s good for presenting data in two unrelated dimensions together in a single report.

4. Joined Reports – This is a good format to present several report types in various views. Users can utilize five different blocks to display related data of different types.

The Dashboard

Reports often come in Dashboards. A Dashboard is a graphic data report representation. Tables, metrics, charts, and similar graphic elements describing the data and the report are present in the dashboard.

Creating a New Report

On the Salesforce Organization page, click on the Reports tab. The user will be taken to the Reports and Dashboards page. Locate and click the New Report button. Select the desired Report Type then click on the Create button. A list of available fields in report type will appear on the left side panel of the screen. Drag and drop desired fields to the right side to add, remove and edit them. You can also add filters to the report as needed. Once done, click on Save. Add the Report Name and choose the desired Report Folder. A new report is finally created.

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