The reporting functionality in Salesforce is the most beneficial resource you have at your disposal. Because your Salesforce org contains a wealth of information, you must be familiar with creating a report in Salesforce. This will enable your users to access the information that is pertinent to them and important to them.
The output of a Salesforce report is a filtered list of records. They are powerful, easy to use, and customizable. They perform admirably for businesses of all shapes and sizes, precisely what you would anticipate from the CRM that holds the number one spot in the world.
The Reports feature in Salesforce allows users to generate custom reports detailing specific information that benefits them. By using pre-built reports and modifying them, or by starting from scratch and creating an entirely new report, this tool provides immense value for any user.
In this post, in addition to discussing the various types of reports and generating custom reports, we will also go over how to create a report step by step. Don't be concerned; doing so is simple!
Types Of Reports In Salesforce
Tabular, Summary, Matrix, and Joined are the four distinct varieties of reports that may be generated using the Salesforce platform. Depending on what you want to get out of a report, each one is ideally suited to exhibit a different kind of data than the others.
1. Tabular Reports
Tabular reports are the simplest type and are ideal for displaying data lines without further information. It is comparable to a spreadsheet created in Excel.
This is the report for you if you want to show the data without any totals, calculations, or groups of the data being displayed alongside it. If you intend to export the data, it is also recommended that you use this report type.
2. Summary Reports
When you add a grouping to the report, it will automatically transform into a summary report as soon as you do so. Summary reports are the most widely used type of report and are fantastic for displaying data groups.
For instance, if you want to view the number of opportunities or their value for each account, you would group your report by Account Name. To subgroup fields, drag them beneath the primary group they are associated with.
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3. Matrix Reports
The matrix report is quite similar to the summary report; however, the matrix report allows you to group by rows in addition to columns so that you can see different totals.
Using the preceding example as a foundation, you could examine the worth of opportunities accrued by account every month. You would see that Edge Communications has chances worth one hundred thousand dollars in January, fifty thousand dollars in February, and so on.
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4. Joined Reports
With joined reports, you can generate two separate reports to compare data side by side. You might utilize a " Joined " report to display the total number of opportunities and cases associated with each account side by side.
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How To Create Reports In Salesforce?
Scan the horizontal navigation bar for the “Reports” object to locate a Salesforce report.
If the tab is not visible in the bar:
Please examine the objects that are in the “More” tab.
After you click "New Report" - This window will pop up.
Choose the type of Salesforce report you want to generate, then click the "Continue" button. Take note that the list of reports is exceptionally comprehensive and covers a wide variety of "Accounts," "Opportunities," "Deals," and "Cases," among other report categories. You can make your search more manageable by beginning to type in some keywords. For instance, if you want a report on your transactions, you can click and enter "Deals," and then you will receive the results pertinent to that topic.
When working with large amounts of data, one of the essential functions is filtering. Simply clicking the "Filters" panel will bring up the standard Salesforce report filter logic, which can then be used to begin setting the scope of the Salesforce report.
Consider that you are interested in filtering reports to show only active deals. To carry out that search, you will have to:
Find the field labeled "Status" and then click it.
Simply select the statuses you want to display by clicking on the "Status" filter type and making your selections.
Select "Apply" from the menu.
If you want to add additional filters utilizing Salesforce report filter logic, you may click on these field names and decide what other fields you want to report. You can do this if you're going to add any other filters.
You can easily add or remove columns using the drag-and-drop functionality offered by the "Outline" pane, which is provided for your convenience.
For instance, simply listing the Deal name in the report is likely not enough. You could want to add an estimated closing date, in which case you could put "Est. Close Date" in the Columns area to filter your results in that way. You can either double-click on the field or click and drag it over to the report on the right and place it in the appropriate area.
If you wish to use the estimated closed date as the grouping criteria, you can enter "Est. Close Date" into the "Groups" area, and then all your results will be filtered once more.
When you arrange "Deals" by "Estimated Close Date," you can also categorize the data by days, weeks, months, etc.
You will need to do the following to save your report in Salesforce:
To continue, click "Save & Run."
Fill out the data for "Save Report" by entering a "Report Name," "Report Unique Name," and a "Report Description."
Pick a folder where you'd want to save your report. To make it visible to only yourself, you must select the "Private Reports Folder" option from the drop-down menu. Select "Public Reports Folder," on the other hand, if you want it to be accessible to everyone in your organization.
Select "Save" from the menu.
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That’s it! You now know how to create reports in Salesforce. We hope you find this information helpful and can put it into practice. If you have any questions, feel free to reach out to us for assistance. Thanks for reading!
Moreover, you should also read our previous article about the difference between roles and profiles in Salesforce.