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

Creating your first report

We have discussed many topics in this chapter related to creating a report, which include:

  • Report permissions

  • Report folders

  • Folder permissions

  • Report components

  • Standard reports

  • Report types

Well, let's start creating a simple, custom report, and from now onwards, we'll just call a custom report as report.

Hands-on – creating a report

The necessary steps involved in creating a report are as follows:

  1. Navigate to the Reports tab.


    If you don't see the Reports tab, click on the + icon in the last tab to show all available tabs. If you still cannot find it, contact your system administrator.

  2. You will see the report and dashboard folders in the left panel and the recently viewed reports and dashboards in the main area.

  3. Click on the New Report… button.

  4. Click on + in the Accounts & Contacts report type category.

  5. Select Accounts.

  6. Click on the Create button in the bottom-right corner.

  7. By default, it will show My accounts with the created date as the present day.

  8. If you have not created...