May 2, 2017

6 easy steps to build a Salesforce report

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EMPAUA Salesforce Partner

The ability to build your own customised reports is one of Salesforce’s greatest features. You can report on pretty much anything within your Salesforce org, whether that's the ROI of a recent marketing campaign or the number of deals closed by industry.Salesforce's drag-and-drop report builder makes it easy for everyone to get the reports they need. Let’s get started.

  1. The first step in building a report is choosing the Report Type.

Note: Salesforce has standard reports available and the logic behind them is that the name of the report determines the layout of the fields in the reports. If the report is called Contacts & Accounts then “Contacts” is the primary object and “Accounts” is the related object. You can’t actually edit a standard report type so if you want to make a custom report you can find instructions here.[embed]https://www.youtube.com/watch?v=FXwVFBilu3s&feature=youtu.be[/embed]

2. Once you have selected the Report Type you will be taken to the Report Builder. Here you can add and edit all the Fields and Filters you want to include and see a preview of your report.

Note: If you don’t see any data: check the Date Fields above (the Range may be wrong).

3. Select the Fields that you want to report on.

[embed]https://www.youtube.com/watch?v=Ht_NHxYEU_8&feature=youtu.be[/embed]Note: You can also remove fields by selecting and dragging them out. Or regroup the report by selecting the arrow on each field on the top of the report. For example you can group the report by Country. More info here.

4. Filters allow you to get more specific data from your report. There are several different filter types that you can find here but for now we will use a simple example.


5. Save the Report

Note: If you place the report in the folder “My Personal Custom Reports” you will not be able to share it with your colleagues. Make sure you create another non personal folder. Instructions to that here.


6. Now that you have created you report, you can make it even more detailed and adapted to your needs. For example:

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