How to Create a Report

How to Create a Report in Salesforce:

Creating a report in Salesforce helps you analyze your data. Follow this step-by-step guide:

1. Navigate to the Reports Tab: Log in to Salesforce. Click on the "Reports" tab in the main navigation bar. If you can't see it, use the "App Launcher" (grid icon) to find it.
2. Click on New Report: On the Reports page, click the "New Report" button to start the report creation process.
3. Choose a Report Type: A window will pop up asking you to choose a report type. This determines which records and fields will be available in your report. Select the object you want to report on (e.g., Accounts, Opportunities) and click "Continue."
4. Customize the Report:
   • Filters: Set filters to narrow down your data. You can set a date range (like "All Time" or "Last 30 Days") and add other filters based on fields like status or industry.
   • Columns: Choose the fields you want to see in your report. You can add or remove columns from the "Outline" panel.
   • Grouping: Group your data to summarize it. For example, you can group Accounts by state.
5. Save the Report: Once you're done customizing, click the "Save & Run" button. Give your report a name, add a brief description, and choose a folder to save it in. Click "Save."
6. Run and View the Report: After saving, Salesforce will automatically run the report and show you the results. You can run it again or export it to formats like Excel or CSV.