How To Create Reports In Salesforce !

Not everyone who works with Salesforce really appreciates the full range of possibilities that this powerful data management system has to offer.

If you haven’t explored the many different possibilities of Salesforce’s reporting function, you’re missing out on a significant chunk of the software’s power.

Here’s a basic guide to get started.

salesforce reporting

How Creating Reports In Salesforce Is Organized

Salesforce comes pre-loaded with a few basic reports that work with common object types. You can use these to get a basic understanding of how creating reports in Salesforce works. You can also make use of pre-generated reports and report types provided by your Administrator. The true power lies in creating your own reports, though.

Experiment with the various standard and custom report types that are at your disposal. Don’t worry too much about what data appears in these reports; you’ll be picking out your own fields before you finalize the report. The important thing is to make sure your report tells you about the objects you’re interested in.

Adding And Removing Data

After picking out a report type, your next job is to choose the fields you want to put in the report. You should try to strike a blend between rich data and clarity here. Make sure you look at all of the fields available to you; some may be surprisingly useful for sorting and classifying your objects. As you polish up your report, though, you’ll want to eliminate fields that provide meaningless or repetitive information to make sure creating reports in Salesforce goes smoothly.

Also Read:  7 Functional Benefits of a Warranty Management System

Filtering Reports

One of the great strengths of Salesforce’s reporting system is its extremely flexible filtering rules. You can apply multiple filters to any field you include in your report in order to sort your records, highlight key points, or hide irrelevant data. It takes time to master the Salesforce filtering system — the commands are not very intuitive — but the results definitely make it worth the effort.

Of course, filtering reports will be where you start to run into the signs of any data integrity problems you might have in your Salesforce implementation. Inconsistent data formatting or missing data will make it harder to filter reports effectively, and it can even cause you to overlook important records.

Working In Real Time

This is a key factor that many casual Salesforce users don’t grasp fully: Reports are updated in real time. (In fact, Salesforce Dashboards are just specialized reports pinned to the UI.) This means that reports aren’t just useful for reviewing data; they also make outstanding platforms for actually working on records in your Salesforce implementation. Once you understand this principle, you’ll see that putting together your own customized working reports can be an effective way to increase your productivity in Salesforce.

If you’re using Salesforce and you haven’t learned how to handle reports, you’re handicapping yourself significantly. Until you get comfortable with creating reports in Salesforce, you’re missing out on a significant fraction of the software’s potential. Salesforce’s integrated training features can help you gain the knowledge you need to create reports of your own and this is one of the most useful skills you can cultivate as a Salesforce user.

103 total views, 1 views today

Sell Text Links & Earn Money

Buy and Sell Text Links
For More Tech Related Information, Visit us at Etech Spider. You can also Follow us on Twitter and Facebook.

Post Comment

resume writing tips
Impressive CVs Resume Writing Tips

Resume is considered as the most important part of individual’s career...

Customer Engagement
5 Important Strategies for Customer Engagement

Staff turnover and attribution is one of the most important issues...

Reverse Logistics
How To Improve Efficiency of Reverse Logistics

It is quite an astonishing fact to know that a country...

How To Stop Pop Up Ads on Android Tablets

Pop up ads appear randomly when one is busy on another...

web design services for small business
Benefits of Hiring Professional Web Design Services

Professional web designer service providers think about the big image. They create...

Logo Design Apps For Android
Top 5 Best Android Logo Maker Apps

Logo Maker APP APK > Your logo is the symbol of...

Online security
How To Improve Online Security?

The Internet offers access to a world of information as well...

Top 5 Ways To Manage Dynamics AX Lifecycle with Team Foundation Server

For a tech geek businessman or businesswoman, Microsoft Team Foundation Server...

Online Store Using Wordpress
How To Build An Online Store Using WordPress

The most raised concerns that we often receive are “How we...

List of 6 Anti-Spam Plugins for Your WordPress Security

Although WordPress is the widely used content management system on the...

Amazing WordPress Portfolio Plugins To Try Right Now

The extensive portfolio is the best way to show all your...

How To Improve WordPress Blog Speed

The loading speed of your WordPress websites is a crucial aspect...

Social Media
Social Media in Focus as Marketing Strategy

With the expansion of different social media networks, marketing strategies in...

Facebook Ads For Promotion
How To Use Facebook Ads For Boosting Your Best Contents

Nowadays, without social media, standing tall in this competitive market is...

Make Your Company Successful Online With These Digital Strategies

Savvy corporate leaders and entrepreneurs who want their organizations to be...

Get More Search Traffic?
How To Use Knowledge Graph Technology To Get More Search Traffic?

Knowledge Graph from Google was introduced in May 2012. It is...

Parental Control Software Kids
Why Parents Need Parental Control Software For Their Kid’s Smartphone

You must agree with me if I say that the internet...

Customized EHR software
How To Fix EHR To Increase Its Usability?

Electronic Health Records have proved to be beneficial in many ways....

Best antivirus software 2017
Top 10 Best Antivirus Software Review

Computer Security Systems is one way of avoiding malware virus that...

WhatsApp Status
An Update is on the way for your WhatsApp Status

In the present era, WhatsApp is said to be the world’s...

Best Streaming Music App For Android
Popular Streaming Music App For Android

While the on demand apps are ruling the digital world, the...

7 Points To Remember When Launching Your App on Google Store

Before you decide on publishing your Android applications on Google and...

Download Facetime App And Connect Friends Easily

It is not about the time to meet and show the...

Top 5 Online Movies App for Android

These days our computers are getting smaller while our phones are...

How To Use Ios10
How To Use iOS10 To Its True Potential: Tips And Tricks For Your iPhone 7

Its iOS 10 – Apple’s latest operating system, the latest upgrade...

Game Development Engines For iOS

Mobile application development is the most recent thing in the game...

Internet of Things
IOT ‘Internet of Things’ Technological Boon for Upcoming Market

So now, since IoT has been implemented gradually, the technology has...

What Can We Expect With iPhone 7?

Apple has gained its reputation for building phones that other companies...

Mobile Payments
Why Mobile Payments System is Best & Secure for Economical Growth

Mobile Payments are predicted to take off in a big way...

Xiaomi Mi6 Rumours
Xiaomi Mi6 Rumours, Xiaomi Mi6 Reviews & Full Specification

Xiaomi the fastest growing manufacturer of Android smartphones and is ready...

Smartphones To Buy in 2017
Best Budget Smartphones To Buy in 2017

Everybody is finding a good smartphone with all the latest features,...

Samsung Galaxy S8
Samsung S8: Release Date, Features, Specs and Price

Samsung has been in the news for quite a while after...

keep child safe
How To Keep Your Child Safe

It is always a bit of a bummer when your favourite...

Data Loss
Causes of Data Loss: Probably the Biggest IT Problem

What are the causes of data loss? More often, we are...

Conception of Uber trucks at China outturns one billion dollar

Uber has almost tried in every service related to ride-hailing. Be...

Internet of Things
How Internet of Things (IoT) technology will change the way of work?

IoT or the Internet of Things may seem to be all...