Salesforce allows us to generate reports on different predefined formats based on business requirement. Salesforce offers four different report formats that you can use. They are as follows:
Tabular
Summary
Matrix
Joined
You can use this type of report to display a row of records in a table without any subtotal. Let's start with a business use case.
Say David Guzman is working as System Administrator at Universal Containers. As part of day-to-day admin activity, he has received a requirement from the management to create a report to list all the accounts that have at least one order record and each order record must have at least one related activities record.
Perform the following steps to create a custom report for the preceding business requirement:
Navigate to the Reports tab and click on the New Report button.
It will redirect you to a page where you have to select report types. In this case, select the
Accounts with Order and Activitiesreport...