Administrator Updated on February 15, 2023 How to run a report in Salesforce? Rather than wasting time trying to figure out how to run reports in Salesforce, you should learn how to convert “no” into “yes.”
Salesforce is the most popular CRM platform. Everything of your business can be managed by the Salesforce. For this, it produces lots of data but for a specific reason, all the data isn’t necessary for you. Some special data and its range help you to make discission in the special sector. To overcome the problem of finding the specific data Reports helps you a lot. In this article, we will discuss create and run a new report.
The process to Create and Run a Report in Salesforce
- At first, open a browser on your computer.
- Make a new tab and enter the https://www.salesforce.com/ website.
- Log in to your salesforce account.
- After login Salesforce homepage will open. Now click on the ‘Reports’ on the top bar of the webpage.
- To create and run a new report click on the ‘New Report’ located on the top right side of the report page.
- Now a popup window will appear here. Choose the report type from here and click ‘Continue’ to go ahead.
- Now a page will appear with the all-available entry depending on the report type. We can say this is a general report. To make this report useful you have to do make some changes. Thus a useful report will be created.
- At first to add a column that isn’t in the list you have to search the column type and it to the column list.
- Now to remove the unnecessary column just click the ‘x’ located on the right side of the column name.
- To view the Fields, click on the left side of the outline.
- Now you can see the fields. To remove it just click the ‘x’ on the right side of the field search box.
- To add Group Rows, search the name of the group in the Group Rows search box and select the desired group.
- After adding the groups in Group rows, the rows will be grouped under the criteria.
- Now group the column in the same way as group rows.
- Now only specific entries will be shown which fulfill the criteria of Group in Rows & Column.
- To remove Group Rows or Column just tap the cross mark on the right side of the group name.
- You can also summarize the value of the column. For this find the column which value will be summarized. Click on the Down Arrow right side of the column name whose value will be summarized.
- Click on the ‘Summarize’ button from the drop-down menu then select the way of summarization from the next drop-down menu.
- All the entries are not necessary for a report. To remove the unnecessary entry from report filtering is very important. Now click on the ‘Filter’ which is on the right side of the Outline tab.
- Now add you're the necessary filter and apply it to the report.
- A decent and informatic entry will take place in the report.
- You can also add a chart to the report. Click on the ‘Add Chart’ under the main navigation bar.
- You can also customize your chart by clicking on ‘Chart Properties’
- Most of the job on this report is done now. It’s time to save the report and with people. Click ‘Save & Run’ to end the process.
- Now give the report name and select the location where wants to save the report then click ‘Save’.
- The final look of the report will be shown after saving the report. The report is now ready to share with all’.
Summary: Run a report in Salesforce
- Log into your Salesforce account
- Click the top left drop-down to choose which "tab" you want to run a report from.
- Click the "Reports" tab from the list of options.
- Use the "search" box on the left column to find a specific report or click the arrow buttons below the search box to navigate through folders.
- Once you find the report you want, click on it and choose "Run Report."
