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Salesforce Administration Notes

Salesforce reports allow users to generate and view lists of data based on predefined criteria. There are two types of report templates - standard templates provided by Salesforce and custom templates created by users. There are four main report formats: tabular reports display data in rows; matrix reports show data in rows and columns; summary reports group data and show calculations like totals and averages; joined reports combine two separate reports to compare their individual data.

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82 views

Salesforce Administration Notes

Salesforce reports allow users to generate and view lists of data based on predefined criteria. There are two types of report templates - standard templates provided by Salesforce and custom templates created by users. There are four main report formats: tabular reports display data in rows; matrix reports show data in rows and columns; summary reports group data and show calculations like totals and averages; joined reports combine two separate reports to compare their individual data.

Uploaded by

Kummetha Venkata Jayapal reddy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as RTF, PDF, TXT or read online on Scribd
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Salesfroce Administration

Reports:-
A Salesforce report is a list of data generated based on
predefined criteria. They can be displayed in either rows or
columns and be public, shared, hidden, and read-only or with
write access. The benefit of reports in Salesforce is being able to
quickly and easily understand the data within the system. With
that data
There are Two types of Templates in Reports
1. Standard Report type:- By defaults salesforce will provide
some templates and it consists preview.
2. Custom Report type:- Incase is we want to use our own
template based on requirements we can create custom reports
also
We have Four types of Report formats :-
1.Tabular Format:-
Tabular Reports are the most simple type of Salesforce Report.
They show your data in rows.
2. Matrix Report:-
Matrix Reports are a step more complicated than Tabular
Reports where they can show data in rows and columns
3. Summary Report:-
Summary Reports in Salesforce are the most commonly used
reports and are designed to show groups of data. With
summary reports, you can group data by different accounts, and
then do calculations to see totals, maximums, minimums, and
averages
4. Joined Reports:-
Joined Reports in Salesforce give you the ability to create two
separate reports and compare their individual data.

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