Salesforce tabular report how to#

Joined Reports – Joined reports allow you to create two separate reports so that you can compare data. So you would see that Edge Communications has $100,000 of opportunities in January, $50,000 in February and so on. Building on the example above, you might want to see the value of opportunities per account, by month. Matrix – Matrix reports are very similar to summary, but they allow you to group by rows as well as columns to see different totals. You can also subgroup fields by dragging them under the initial group. Summary reports are probably the most commonly used and are great for showing groups of data, e.g., if you want to see the number or value of opportunities per account, you would group your report by Account Name. Summary – As soon as you add a grouping, you will turn the report into a summary report. It is also best to use this report type if you are planning to export data. If you just want to show data without the need to show totals, calculations or groups of data, then this is the report for you. Tabular – This is the simplest of reports and is suited to just showing lines of data and nothing else. Each one is best suited to show different types of data, depending on what you want out of a report. There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined.

Salesforce tabular report how to#

In this post, we’ll cover exactly how to create a report, as well as the different types of reports and custom reports. Not only do you have access to many pre-built reports which you can run or customize, but you also have the ability to create Custom Reports specific to users’ requirements. The Salesforce Report Builder is where users create reports, add filters and define the fields to display.