Salesforce revealing is conceivably the most significant ability you have available to you. With the abundance of data in your Salesforce organization, you must know how to make a report in Salesforce so your clients can see the information that is applicable and essential to them.
Salesforce reports are a once-over of filtered records. As you would expect from the #1 CRM in the world, they are solid, normal, movable, and they work outstandingly for relationships of different sorts and sizes.
The Salesforce Report Builder is the place where clients make reports, add channels and characterize the fields to show.
In addition to the fact that you have admittance to numerous pre-constructed reports which you can run or modify, you likewise can make Custom Reports explicit to the client’s necessities.
Types of Salesforce Reports
Tabular – This is the least complex of reports and is fit to simply show lines of information and that’s it. It is like an Excel accounting page. To show information without the need to show aggregates, computations, or gatherings of information, then, at that point, this is the most ideal report for you. It is additionally best to utilize this report type assuming you are intending to trade information.
Summary – As soon as you add a gathering, you will transform the report into an outline report. Rundown reports are likely the most generally utilized and are incredible for showing gatherings of information, e.g., to see the number of the worth of chances per account, you would bunch your report by Account Name.
You can likewise subgroup fields by hauling them under the underlying gathering.
Matrix- A matrix report looks like a grid that contains a row of labels, a column of labels, and information in a grid format related to both the row and column labels. These reports are sometimes referred to as “crosstab” reports.
How to Create a Salesforce Report
To get everything rolling, head over to the Reports tab. On the off chance that you don’t see it, click on the App Launcher (9 dabs). Then, at that point, click “New Report”.
Select the items/s you wish to provide details regarding. You can utilize the hunt bar to rapidly look for a report type. I will make an Accounts report. Click “Continue”.
You’ll be taken to the material of the report. The main thing you’ll need to do is select your channels by tapping on the “Channels” tab.
You can refresh the local channels, just as add custom channels.
If “Update Preview Automatically” is turned off, you’ll have to hit refresh to see your results.
Then, head over to the “Layout” tab where you can pick which fields are shown in your report. Local reports accompany specific fields displayed as default. You can eliminate these by tapping the “X” close to them, just as add your fields via looking for the field name and choosing it. Fields can be reordered by relocating them all over.
Click “Save & Run” to view your report. You’ll need to give it a name, optionally a description, and select the folder to store it in. Then click “Save”.
I have created a tabular report of my Accounts, perfect for exporting if needed.
Drag the field from Columns to Group Rows assuming that it is now on the format, or I can begin composing the field name in “Add bunch… .” and select it.
I’m likewise going to add an extra field called “Opportunity Value”.
“Opportunity Value” is a custom Roll-Up field on the Account object that aggregates the worth of Opportunities connected with the Account (as long as they are not Closed Lost).
Click “Save & Run”. We’ll see my new summary report, which now displays my Account, grouped by Account Name and displaying the current open Opportunity value. I’ve toggled the “Detail Rows” off to give me a clear view.
Let’s take this one step further…and add another grouping, this time a “Group Column”, to display the “Type” of Account.
While we’re here, how about we add a report diagram. Click on “Add Chart”. On the off chance that you’ve recently added a diagram, you’ll see a graph symbol.
When a diagram shows up, you can change the graph type by tapping on the stuff icon.
From here, pick your diagram type, just as other outline choices, for example, “Show Values” or “Show Percentages”.
And finally, the report now displays a useful chart, showing the sum of Opportunity value per Account.
Charts can be toggled on and off at any time by clicking the chart icon.
Salesforce Report Features
While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:
- Save As– Save a new version of the report
- Save– Save changes to the current report
- Subscribe– Subscribe to a report to receive an email with a frequency you specify
- Export– Export the report to Excel or CSV
- Delete– Delete the report
- Add to Dashboard– Add the report as a component in a dashboard
The actions you see will depend on your permissions, for example, not all users will (or should) have the ability to delete or export reports!
Salesforce Custom Report Types
In certain occurrences, the local reports actually won’t cut it. Maybe you want to cover multiple items, or you need a report to show records “without” other related records, for instance, Contacts without Accounts. On this occasion, you would have to make a custom report type.
Custom report types have multiple benefits:
- Multiple Objects: add up to 4 layers of objects, as long as they have a parent-child relationship
- Fields via Lookup: you can add fields into the report from any related object
- Create, remove, rename and reorder sections and fields
- Default Columns: you can control which columns are already display on the report when you create a new one
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