Reports

Reports is a powerful tool that helps drive the business and keeps the company on track.What is going on? and what needs to be changed?,  these decisions are strongly influenced by analyzing the reports. Reports give a bird’s eye view of the company’s activity. Users can monitor and analyze historical and current data by building reports. 

Let us take a tour of the reports tab in Salesforce 

1a)  Reports Tab

Navigate to this tab to create a report. Landing page will look like as shown in the above figure. .

1b)  Dashboard Tab

Navigate to this tab to create a dashboard. Landing page will look like the screen shot below. 

2) New Report/ New Dashboard:  Create a new report or dashboard by clicking on the button.

3)  Reports and Dashboard Pane: On the left side of this page you will see a vertical pane that contains all your reports and dashboard. 

4) Search Bar: Find reports and dashboards easily using this search bar. You can search across all the folders and then refine the results by filters.

5) List View: Arrange the list view of the reports based on created by, created date, last modified by, last modified date. Add or remove the option by unchecking them.

6) New Folder: Create new folders for reports and dashboard. Folders are the storage container for reports and dashboard.

How to create a Report in Salesforce?

Step 1: Go to Reports Tab

Step 2: Select the report type from the left pane

Step 3: Click on Create button

Once you hit create report you will land on the following page. 

Let us take a tour of this page.

1) Build your report using report builder. Drag and drop the fields in to the column section of the report.

2) This is where you drag and drop the fields from the left pane.

3) Choose the type of format for your report that organizes your company’s data in the best suitable way. The types of format are given below

a)     Tabular

b)     Summary

c)     Matrix

d)     Joined

4) This option shows all the details for your report.

5) Remove all columns: This option removes all the fields that you drag and dropped into the report. 

6) Set the report filers from this option. You can define date field, range, time frame by using appropriate drop down options.

7) Report properties can be modified in this section. For example report name, report unique name, report folder.

8) Add report type: If the report type selected is a joined report, additional reports can be added by using report types.

9) Once you are done with the build of the report, you can run the report to capture the data based on the criteria defined for the report. After running the report you can either save it in a folder or export the data in an excel file. 

10) Filters: Report data can be filtered by choosing the settings option, standard filters, field filters, filter logic, cross filters,and row limits.

11) Use quick find to hover to the fields that you want to build the report.

Example: Create a report for the number of leads that came in this month.

Step1: Click on new Report

Step 2: Select the report type Lead from the list

Step 3: Select Create Report on the right bottom page

Step 4: Drag and drop the required fields from the left pane. To report on the leads created this month we need create date field. Drag and drop this field from the pane. 

Step 5: We need the lead creation report for only this month. From the standard filter section set the date fields and range to this month. 

Step 6: Run the Report 

Hide Details:  Allows you to hide the columns in the report 

Customize: Takes you back to the build page to re- customize your report. 

Save As: Allows you to save the report in a folder

Printable View: This downloads your file in excel sheet to print your report data.

Export Details: Export your data in excel format or comma delimited format.

Step 7 : Save the Report in a report folder and you are done!.