10 Advanced Reporting Tips for Admins

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Salesforce Reporting is one of the most Notable Highlights, used to give Customers a wide range of perspectives on their Data.

Administrators show that Salesforce’s value has the Organization’s Productivity.

Building reports in Lightning Report Builder, an intuitive connection point, is very feasible, as a Salesforce Administrator, you should have a strong thought about the multitude of choices accessible while announcing the needs that arise.

What are the Progress-Revealing Elements in Salesforce?

These are the stunts that Salesforce Power-Clients should know to finally make Reports that customers need, even with test information models, in the most proficient and versatile way.

 

1. Custom Report Types

Salesforce comes with report types out-of-the-box for all Standard Objects and Standard Object Relationships eg. “Contacts & Accounts” or “Opportunities with Products”.

For Custom Objects that have been built, Salesforce also automatically creates Report types.

These report types have a “with” or “and” relationship, depending on whether the two objects have a Lookup or Master-detail relationship.

You may want to go beyond the default and auto-created Report types when you need to Report:

  • On more than two objects at a time, 
  • On “without” relationships (not just “with”)

This is where Custom Report Types come in.

The High-level steps to create a Custom Report Type are:

  1. Select the Objects you would like to include.
  2. The Wizard will show you its child objects depending on the Primary object (Account in the Example Above). You can also Report on Grandchild Objects, Up to a Total of 4 Objects.
  3. You will notice that we can specify whether the object selected has to have related records to show Up in the Report. This is useful if you would like to show a Report, eg. Accounts with & without Opportunities.

 

Read more: How to Create Salesforce Custom Report Types + Examples

 

2. Cross Filters (Exception Reports)

While filtering Reports, at times you need to recover records with or without other Related Records, for example, to distinguish Accounts without chief Contacts, or Opportunities with no Activities in the previous week.

Cross Filters empower you to observe where information doesn’t exist, some of the time portrayed as an exemption Report.

In the Report Builder, Cross Filters are added like some other Channel, with additional choices. Their configuration is:

Show me – [Primary object] – With/Without – [Related Object]  

Example: Show me – Contacts – Without – Campaign History

Take Cross Filters further by adding additional filters. After selecting the objects, an additional filter box appears. This is where you add sub-filters to narrow down the related records even further: 

Example: Show me – Contacts – Without – Activities – With Status: “Open”

Cross Filters are essential for Salesforce Admins to master to avoid unnecessarily creating Custom Report Types or Roll-Up Fields.

 

3. Summary Formulas

Summary Formulas can handle complex calculations at all Summary Levels. 

Summary Formulas act like fields once the Formula has been created, hence why they are referred to as Summary Formula Columns in Salesforce Lightning. 

1. Start by adding a Number field to the Report Canvas. 

2. Open up the collapsed “Fields” left sidebar. You’ll see “Summary Formulas” as a Section.

Example: Let’s say you need to find out how each Record is adding to the Pipeline for each particular Opportunity “Type”. Which registrations are driving the best part of the new Business Pipeline? What can you say about reloading valuable open doors?

  1. Search for, and embed fields and capacities to one side. I’ve involved PARENTGROUPVAL in this model, which permits me to “grab” a past gathering in the report (The Complete Income for the Opportunity “Type”) and use it to work out my rate at the Account level.
  2. Check you have chosen the right “Display” Setting (you will get a blunder in the event that it’s not the right choice)
  3. Whenever you’ve approved and applied your equation, the Recipe will show up as a section. Note that Summary Formulas show up as the furthest right segment in the Report.

 

Read More: Summary Formula Column to a Report

 

4. Row-Level Formulas

From Summary Formulas to Row-level Formulas. They sound similar, but have distinct differences between them. Row-Level Formulas are applied to a single record and are displayed on the row itself.

Example: Check if two fields on the same record have the same value.

 

Read More: Summary Formulas vs Row Level Formulas in Salesforce Reports (+ Examples)

 

5. Reporting Snapshots

Reporting Snapshots allow you to take a picture of a set of Salesforce records and freeze the data on them for future reference. The most common use case is Opportunity Pipeline Change over time (tutorial linked below).

 

Read More: How to Set Up Salesforce Reporting Snapshots – Freeze Data for Future Reference

 

6. Historical Trend Reporting

While Reporting Snapshots to catch an information outline at explicit minutes on schedule, Salesforce Trend Reports are intended to look back at historical Field values on a given date (the “As of Date”).

As this tracking is more targeted (think about how more data is captured for you to find out the value, on a specific date, on-demand!), there are limits to the objects and fields you can track with Historical Trend Reporting:

  • Available for Opportunities, Cases, Forecasting Items, and up to 3 Custom Objects.
  • Choose Up to 8 fields per Object. 
  • 5/8 Opportunity fields are Pre-Selected. All 8 Forecasting fields are Pre-Selected.

Example: Show the amount value my Opportunities had in the w/c 26/07/21:

Read More: Set Up Historical Trend Reporting

7. Field-to-field Filters

These special filters make it possible to compare values in different fields on a Salesforce report, when defining report filter criteria. 

Example: Filtering a report to show only Contacts with donations this year greater than last year:

Read More: Compare Field Values in Salesforce Reports (with Field-To-Field Filters)

8. Stacked Summaries

Stacked Summaries sum up a significant measure of information for speedier audit and correlation.

This view is consequently enacted when you add fields to the two lines and segments and can be turned On/Off at the lower part of the Report Builder.

Example: Show the number of Opportunities by account, by Opportunity Type. 

 

9. Joined Reports

A Joined Report consolidates two Reports that have different Report Types, within a single view.
They seem like one single Report, so you can get a more comprehensive information view.

Add report “Blocks”, and define the filters for each.

Example: Show Account Details in Block 1, Related Cases in Block 2, Related Opportunities in Block 3.

Read more: Creating Joined Reports in Salesforce Lightning

 

10. Report URL Hack

“URL Hacking” parses over URL boundaries to set qualities for Channels (and fields), which is presently upheld in Lightning Experience.

Reports URL Hacking implies clients can open a report with channels set by the URL boundaries, eliminating the need to clone, duplicate or have various Reports.

The URL boundaries are dynamic, set consequently as indicated by the record information the client is seeing.

Example: Launch an Opportunities Report from an Account Record, that main shows Opportunities connected with that particular Account.

 

Salesforce Reports URL Hack (Preset Report Filters) | Salesforce Ben

 

 

 

 

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