In any business reports are very important. Reports will provide clear picture to the management. Show Management uses the reports to track progress towards its various goals, control expenditure and increase revenue. Reports help to predict trends and this is advantage of increasing profits. In Salesforce.com we can easily generate reports in different style. And can create reports in very short time and also we schedule the reports. Salesforce provides a powerful suit of analytic tools to help you organize, view and analyze your data. In Salesforce we can Create 4 types of report formats 1. Tabula Reports: Simple listing of data without any subtotals. This type of reports provide you most basically to look your data. Use tabular reports when you want a simple list or a list of items with a grand total. Example: This type of reports are used to list all accounts, List of contacts, List of opportunities…..etc.…. 2. Summary Reports: This type of reports provide a listing of data with groupings and sub totals. Use summary reports when you want subtotals based on the value of a particular field or when you want to create a hierarchically grouped report, such as sales organized by year and then by quarter. Example: All opportunities for your team sub totaled by Sales Stage and Owner. 3. Matrix Reports: This type of reports allow you to group records both by row and by column. A comparison of related totals, with totals by both row and column. Use matrix reports when you want to see data by two different dimensions that aren’t related, such as date and product. Example: Summarize opportunities by month vertically and by account horizontally. 4. Joined Reports: Blocks of related information in a single report. This type of reports enable you to adopt five different blocks to display different types of related data. Each block can own unique columns, summary fields, formulas, filters and sort order. Use joined reports to group and show data from multiple report types in different views. Example: You can build a report to show opportunity, case and activity data for your accounts. What is Dashboard? Dashboard is the graphical representation of the data generated by a report or multiple reports. Dashboard component types can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. Reports in Salesforce give a clear picture to the management. With Salesforce reports management can make track progress towards its various goals to increase revenue and control expenditures. In this post, we will talk about Reports in Salesforce and different types of reports in Salesforce. What is a Salesforce Report?A Salesforce report is a list of data generated based on filter criteria. Salesforce Reports helped us to predict trends and it gives us the advantage to increase the profits. Salesforce Admin can create reports quickly and can schedule the reports. Salesforce Dashboard or chart can be used to visualize and analyze your Salesforce report data. Different Types of Reports in SalesforceThere are four types of reports in Salesforce. They are as follows: 1. Tabular reportA report that provides details of a company in tabular format. It is used when you want a simple list or an item list with a grand total. These reports are used to list all accounts, list of opportunities, list of contacts, etc.
A report that provides a listing of data with groupings and subtotals. It is used when subtotals are needed, based on the value of a particular field, or when you want to create a hierarchically grouped report. For example, all opportunities for your team are subtotaled by owner and sales stage.
3. Matrix reportA report is formed by grouping the records by rows as well as columns. It is used when you want to see data by two separate dimensions that aren’t related, such as date and product. For example, Summarize opportunities by account horizontally and by month vertically.
A report that is created by the mixture of any combination of reports. Like matrix report plus summary report can give you a joined report. Also, matrix reports and tabular reports can give a joined report. Example: You can develop a report to display opportunity, case, and activity data for your accounts. Custom Report TypesReport Types are templates that give you the ability to create Reports in a different format. Out of the box, Salesforce provides a set of predefined standard report types. Don’t see all the fields you want? You might need to create a custom report type. A report is a list of records that meet your criteria. It’s displayed in Salesforce in rows and columns and can be filtered, grouped, or displayed in a graphical chart. With the help of report you can show the key information about the objects. For Example, Top Accounts, Top Products, Successful Marketing campaign
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Use Group Rows to create the summary field. Scheduling a Salesforce ReportIn Lightning Experience, we can subscribe to up to 5 reports. Users must access on the folder to subscribe to a report. We can choose to receive the emailed report daily, weekly, or monthly like below screen.
URL Based Filter in ReportsURL-based filters are used to filter based on some dynamic values. For Example, displaying the list of all the contacts records related to a single Account The report in Salesforce VideoSummaryI hope the above recording will help you to understand what reports are in Salesforce and how to create reports in Salesforce. |