Create a Custom Report in Accessibility Mode | Salesforce
Create a Custom Report in Accessibility Mode
Available in: both Salesforce Classic and Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, and delete reports:
“Create and Customize Reports”
This topic only applies if you're not using report builder. Report builder is a visual editor for reports.
To create a new custom report using the custom report wizard:
From the Reports tab, choose the Create New Custom Report button.
Select the type of data for the report, and click Next.
To create reports on custom objects, choose the Other Reports report type category, unless the custom object has a relationship with a standard object. When the custom object has a master-detail relationship with a standard object or is a lookup object on a standard object, select the standard object for the report type category instead.
To create reports on an external object, choose the Other Reports category. To create reports on an external object with a child standard or custom object, select the category containing the custom report type that you created for that relationship.
Follow the steps of the wizard using the Next button. For each report, customize the following:
Specify Row and Column Headers: On the Select Grouping page for summary and matrix reports, choose the fields by which you want to group and subtotal the data. In a summary report, choosing more than one sort field allows you to subsort your data. For matrix reports, select summary fields for the row labels and column headings. When grouping by a date field, you can further group the data by a specific time period such as days, weeks, or months.
On the Select Grouping page, if you set Group Dates By to "Calendar Month in Year" or "Calendar Day in Month," you won't be able to drill down to those date groupings in reports or dashboards. Users are taken to the unfiltered report instead.
Summarize Data: On the Select Columns to Total page, choose the types of summary information to display for numeric fields.
Build Custom Summary Formulas: On the Select Columns to Total page for summary and matrix reports, create custom summary formulas to calculate additional totals based on existing report summaries. A formula is an algorithm that derives its value from other fields, expressions, or values. See Build a Custom Summary Formula.
Choose Fields: On the Select Columns page, choose the fields to display in the report. You can display only those fields that are visible in your page layout and field-level security settings. If you choose the Description field or any other long text field, only the first 255 characters are displayed.
Only the first 254 characters in a rich text area or a long text area are displayed in a report.
Order Columns: On the Order Columns page, select the order for displaying the chosen fields.
Limit Report Results: On the Select Criteria page, choose the appropriate settings from the drop-down lists, then use the filter options filter options to limit the report to records with specific data.
The report wizard supports up to 10 filters. On reports with more than 10, additional filters are dropped and the report shows an error for any filter logic.
To use a tabular report on a dashboard, first limit the row count, by setting the Rows to Display option, the sort column, and the order on the Select Criteria page of the report. You can't use gauge or metric components on dashboards using tabular reports.
Chart Settings: On the Select the Chart Type and Report Highlights step of the report wizard, set chart properties to display your report data in a chart. Charts are available only for summary and matrix reports.
Click Run Report to view the report, or click Export Details to save the report as an Excel file or other format.
Customizing your reports can require running them a few times as you adjust the report criteria and options. We recommend using a filter that gives you a smaller sampling of data until you are finished customizing the report and ready to save.