Basic Reports in Salesforce

Salesforce offers a number of different types of reports to help you track your data. In this article, we’ll go over the basics of creating and running reports in Salesforce. To create a report, navigate to Reports > New Report. You can then select the type of report you want to create. There are a number of different report types available, including standard reports, custom reports, and dashboards.

Once you’ve selected the type of report you want to create, you’ll be prompted to select the objects that you want to include in the report. You can then specify the criteria for the report. For example, you might want to filter the results by a certain date range or customer profile. Once you’ve created your report, you can run it by clicking the Run button. You can also export the report to Excel or PDF format.

how to create a report in salesforce

To create a report, navigate to Reports > New Report. You can then select the type of report you want to create. There are a number of different report types available, including standard reports, custom reports, and dashboards.

Once you’ve selected the type of report you want to create, you’ll be prompted to select the objects that you want to include in the report. You can then specify the criteria for the report. For example, you might want to filter the results by a certain date range or customer profile. Once you’ve created your report, you can run it by clicking the Run button. You can also export the report to Excel or PDF format.

Accounts

Reports can be a great way to track your company’s Accounts data. You can create reports that show how many Accounts you have, how much revenue they generate, and more.

To create a report on your Accounts data, navigate to Reports > New Report. Select the Standard Report type, and then select the Accounts object. You can then specify the criteria for the report. For example, you might want to filter the results by a certain date range or customer profile. Once you’ve created your report, you can run it by clicking the Run button. You can also export the report to Excel or PDF format.

Contacts

Reports can also be a great way to track your company’s Contact data. You can create reports that show how many Contacts you have, how they’re distributed among different Account types, and more.

To create a report on your Contact data, navigate to Reports > New Report. Select the Standard Report type, and then select the Contacts object. You can then specify the criteria for the report. For example, you might want to filter the results by a certain date range or customer profile. Once you’ve created your report, you can run it by clicking the Run button. You can also export the report to Excel or PDF format.

Opportunities

Reports can be a great way to track your company’s Opportunity data. You can create reports that show how many Opportunities you have, how much revenue they generate, and more.

To create a report on your Opportunity data, navigate to Reports > New Report. Select the Standard Report type, and then select the Opportunities object. You can then specify the criteria for the report. For example, you might want to filter the results by a certain date range or customer profile. Once you’ve created your report, you can run it by clicking the Run button. You can also export the report to Excel or PDF format.

Leads  

Reports can also be a great way to track your company’s Lead data. You can create reports that show how many Leads you have, how they’re distributed among different Account types, and more.

To create a report on your Lead data, navigate to Reports > New Report. Select the Standard Report type, and then select the Leads object. You can then specify the criteria for the report. For example, you might want to filter the results by a certain date range or customer profile. Once you’ve created your report, you can run it by clicking the Run button. You can also export the report to Excel or PDF format.