Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers

Standard reports and folders

Out of the box, Salesforce provides standard reports for standard objects. These reports are stored in standard report folders:

  • Account and Contact Reports

  • Opportunity Reports

  • Sales Reports

  • Lead Reports

  • Support Reports: for Cases

  • Campaign Reports

  • Activity Reports: for Tasks and Events

  • Product and Asset Reports

  • Call Center Reports

  • Administrative Reports: for system administrators

  • File and Content Reports

You can customize standard reports provided by Salesforce, but you have to save them as a new report so that we do not overwrite the originals. Also, you cannot save the customized report in the standard report folder, but only in the Public report folder—where you have write access—or the My Personal Custom Reports folder.