A salesforce report is an index of data generated based on predefined criteria. They can be presented in either rows or columns and be public, shared, hidden, and read-only or with write access. The advantage of reports in Salesforce is that it can quickly and easily understand the data within a system. With the help of those data, the business can make informed decisions regarding the products or services to build a long-term relationships with clients in a more effective way.
There are four different types of reports that can be created in Salesforce. Each type of report is best suited for showing different types of data in various formats. Before creating a report, one should start with a clear perception of the goal value that the person is trying to invent, or communication is needed through the reports.
The four types of Salesforce reports are
- Tabular Report
- Matrix Report
- Summary Report
- Joined Report
These reports will allow the Salesforce Administrator to pull, send and review the data in the Salesforce account in different formats. Reports can show the annual continuous revenue of past customers, and also a report to find out new leads, and their progress through the sales funnel, along with the projected revenue.
This report is the most uncomplicated type of Salesforce Report. Tabular reports show the data in rows, and they are most effective when the goal is to export it. Tabular reports are similar to a spreadsheet and consist simply of an ordered set of fields in columns, with each matching record listed in a row. There are certain limits to utilizing tabular reports in dashboards. Tabular reports are utilized regularly to complete many important tasks.
Matrix reports are a little bit more complicated than Tabular reports, as they can show data in rows and columns. They are able to give a detailed view of information to the user. These reports are effective when the target is to flaunt a large number of complex data.
These reports are the most commonly used reports that are drafted to convey groups of data. Summary reports can group data by different accounts and then do calculations to see totals, maximums, minimums, and averages. These reports provide a clear activity, like the accounts that are bringing the most revenue and which products or services are being ordered most. So it can be said that the summary reports are the workhorse of reporting.
Joined Reports give the capacity to create two different reports and compare their separate data. It is not used so much except to figure out the distinct differences between accounts.
How To Create A Report in Salesforce
Creating a report is swift and effortless. After the targeted report is created, the user can set it in the dashboard to have quick access to the information on any of the custom business analytics. The steps for creating a report are listed below.
- Navigate to the Reports tab in the Salesforce account and select “New Report.”
- “Property” object to be selected and click “Create.”
- Properties, Fields, and Filters need to be chosen within the report.
- The type of report that needs to be created now has to be selected.
- After this step, the report should be saved within a specified order.
- After saving the report, click ‘Run Report’ to create the report.
Creating custom reports and designing the workflow in Salesforce can get complicated sometimes. Here at CloudVandana, we are helping hundreds of clients with Salesforce solutions. So please feel free to contact CloudVandana for any Salesforce-related queries.
Digital Marketing Manager at Cloudvandana Solutions