Hult Training ReportingReports Overview

Reports Overview

A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be

filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access.You must

have “Read” permission on the records included in your reports; otherwise, when you run them, they may be missing data or

appear blank.

To help you monitor your organization, Salesforce offers a wide range of standard reports, accessible in standard report folders

on the Reports tab. You can also create new custom reports to access exactly the information you need. Subtotal and limit

your data to help you analyze trends and get a concise picture of what is happening in your organization

Salesforce Supports 3 Formats

Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist

simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports

Tabular are best for creating lists of records or a list with a single grand total. They can't be used to create groups

of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact

mailing lists and activity reports.

Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals,

and create charts. They can be used as the source report for dashboard components. Use this type for a

Summary report to show subtotals based on the value of a particular field or when you want to create a hierarchical

list, such as all applications for your team, subtotaled by Stage and Owner. Summary reports with

no groupings show as tabular reports on the report run page.

Matrix reports are similar to summary reports but allow you to group and summarize data by both rows

and columns. They can be used as the source report for dashboard components. Use this type for

Matrixcomparing related totals, especially if you have large amounts of data to summarize and you need to

compare values in several different fields, or you want to look at data by date and by program, person,

or geography. Matrix reports without at least one row and one column grouping show as summary

reports on the report run page.

Reporting Folder

Reporting Folder

Report folders are available for each profile in Salesforce, there are existing out of the box Salesforce reports which are available or you can create your own new custom report.

Creating New Reports - View Folders

Click the Reports tab to display the reports home page. From this page, you can:

• Search for reports.

• Select or create a folder.

The Folder drop-down list includes all report folders you can access. However, if you have the “Manage Public Reports”

permission, you can view, edit, and manage all of your organization's public report folders.

• Click the All Reports subtab to see all reports in folders you can access.

- Click Reorder Folders to change the order that folders appear on the subtab.

- Click Collapse All or Expand All to show or hide reports in folders.

• Click the Recent Reports subtab to see recent reports. Select recently viewed, created, or modified reports using the drop-down.

• Click Create New Custom Report to begin a new report.

Reporting Reports Home

• Click a report name to run the report.

• If Chatter is enabled, click  or  to follow or stop following a report in your Chatter feed.

• Click Edit next to a report to customize it.

• Click Export to export a report directly to an Excel spreadsheet or CSV (comma-separated values) file.