When you have questions about your Salesforce data, build a report to get the answers.
Available in: both Salesforce Classic and Lightning Experience
Available in: All editions except Database.com
Build a New Report Report Builder is a drag-and-drop tool for accessing your data quickly and comprehensively. Use it to set up new reports and edit existing ones.
Report on Historical Changes On top of the standard up-to-the-minute reporting on the current state of your business, you can analyze day-to-day and week-to-week changes in opportunities, cases, forecasts, and custom objects.
Report on Historical Data with Reporting Snapshots A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.
Categorize Data Quickly with Buckets Bucketing lets you quickly categorize report records without creating a formula or a custom field. When you create a bucket field, you define multiple categories (buckets) used to group report values.
Show Report Data Graphically To help readers understand your data quickly and easily, show the data in chart form. Charts appear just above the report table. They can help users get a feel for the data before they delve into the details. Use line charts to track changes over time, or a bar or pie chart to compare values at a point in time. Charts can also appear in dashboard components.
Show Report Data in Tables To help readers scan for data easily, try hiding details and ranges, limiting the number of results shown, and highlighting with color. You can also show your table in a dashboard component.
Report on Salesforce Data with Excel Connect for Office includes an Excel add-in that enables you to securely access your Salesforce reports with Microsoft® Excel®. You create the reports you need in Salesforce, then pull them into an Excel worksheet, and use Excel’s formulas, charts, and pivot tables to customize and analyze your data. When Salesforce disables TLS 1.0, we’re ending support for Connect for Office.
Upgrade the Report Wizard Report builder, a powerful drag-and-drop editor, is the standard tool for creating and editing reports. If your organization is still using the old report wizard, you should upgrade to report builder.