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Improve Dashboard Performance: Best Practices. Improve Dashboard Performance. Report and Dashboard Folders. Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand fo...
- Reports and Dashboards Best Practice Guide - Salesforce
Reports and Dashboards Best Practice Guide. Reports and...
- Create a Report - Salesforce
Create a Pivot Table Report To export a report to an Excel...
- Analyze Your Data with Reports and Dashboards | Salesforce ...
Reports and dashboards are ideal for collaborating on...
- Reports and Dashboards Best Practice Guide - Salesforce
May 9, 2024 · Reports and Dashboards Best Practice Guide. Reports and dashboards are a key Salesforce feature that give you the data you need to see the big picture and make informed business decisions. Anyone at your organization with access to your Salesforce instance can make reports and dashboards, so the burden is not all on the Salesforce admin.
- Types of Salesforce Reports
- How to Create A Salesforce Report
- Report Charts
- Salesforce Report Features
- Scheduling A Salesforce Report
- Salesforce Custom Report Types
- Create Your First Report!
- Resources
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report. Tabular – This is the simplest of reports and is suited to just showing lines of data and nothing else. It is similar to an Excel spreadsheet. If...
Tabular Report
To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”. Next you have to select the report type you’re going to use containing the standard and/or custom object(s) you are looking forward to reporting on – you will notice that after clicking on the name of any report type, a side panel will appear showing you additional details (such as the objects found in the report type), as well as which fields are available to eithe...
Summary Report
Let’s make this a bit more exciting! I’m going to add a grouping on the Account Name field. To do this I can drag the field from Columns to Group Rows if it is already on the layout, or I can start typing the field name in “Add group….” and select it. I’m also going to add an additional field called “Opportunity Value”. “Opportunity Value” is a custom roll-up field on the Account object that sums the value of Opportunities related to the Account (as long as they are not Closed Lost). Hit “Sav...
Matrix Report
Let’s take this one step further…and add another grouping, this time a “Group Column”, to display the “Type” of Account. We have now created a matrix reportand can see the Opportunity value for each Account, as well as for each “Type” of Account.
While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon. Once a chart appears, you can change the chart type by clicking on the gear icon. From here, choose your chart type, as well as other chart options such as “Show Values” or “Show Percentages”. And that’s it! Our repo...
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: 1. Save As – Save a new version of the report 2. Save – Save changes to the current report 3. Subscribe – Subscribe to a report to receive an email with a frequency you specify 4. Export – Export the r...
In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in. You can choose to receive the emailed report daily, weekly or monthly on a specific day and time. When you subscribe to a report, you can opt to receive the results as a formatted s...
In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type. Custom report types have multiple benefits: 1. Multiple Objec...
Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org: 1. Accounts and Contacts report, containing contacts created this week. 2. Opportunities that are closed (closed won and closed lost). 3. Cases grouped by type (Summary report). 4. Leads with converted Lead information, showing any Opportunities tha...
Nov 18, 2023 · How to Create Salesforce Reports. From your Salesforce interface, click on ‘Reports’ in the App Launcher. Click ‘New Report’. Select a Report Type according to your need. Add filters to narrow down the data you want to see. Add fields by dragging and dropping them into the report view area.
Apr 3, 2024 · Duplicating Reports in Salesforce. Duplicating reports is a powerful feature that is particularly useful when you instantly create variations of a report for different purposes or audiences. Understanding Duplicate Reports. A Salesforce duplicate report refers to creating copies of existing reports with the same or similar configurations.
Create a Pivot Table Report To export a report to an Excel file or display the data in a pivot table, you create a pivot table. The pivot table isn't a real Excel object, rather it appears only in the form of a pivot table. You can also create a pivot table report by exporting a pivot table to a scheduled report.
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Reports and dashboards are ideal for collaborating on measured goals, like meeting a quota or closing cases. It’s easy to loop in your team with feeds and subscriptions. Once your Salesforce admin turns on feed tracking for reports and dashboards, each report and dashboard features its own feed. Open it by clicking the collaborate button . In ...
