Book Image

Salesforce.com Customization Handbook

Book Image

Salesforce.com Customization Handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Different types of reports


Salesforce provides various types of reports that you can use. The different types of reports are explained in the following sections.

A tabular report

A tabular report is used to display rows of records in a tabular format with the grand total. Let's take an example where you have to display all the opportunities that are created in this month with the grand total. To create a tabular report, follow the ensuing steps:

  1. Click on the Reports tab.

  2. Now, click on the New Report button. It will redirect you to a page where you have to select report types. In our case, we will select the Opportunity report types, and click on Create, as shown in the following screenshot:

  3. In the Date Field, select Created Date, and in Range, select This Month, and you will see the grand total. Finally, the report will look like the following screenshot:

  4. Click on the Save button.

    Note

    The tabular report is the only report type that allows you to limit the number of rows displayed.

A summary report...