Set up your reporting environment, use the report builder to create a basic report, and organize your reports to make it easy to find information when you need it. In most cases, you can start with a standard report and customize it to your needs.
You can report on any data you have read or read/write access to. The available data varies depending on your sharing model, but you can almost always report on data owned by or shared with users below you in the role hierarchy, regardless of your sharing model. (Certain sharing models do not allow this.) Salesforce offers two ways to report on information owned by you or users who report to you:
- Some reports have a View filter. Choose the “My team's” option, such as “My Team’s Opportunities,” to view data owned by you and users below you in the role hierarchy.
- Some reports, such as opportunity and activity reports, have Hierarchy links that allow you to drill down to different data sets based on the role or user hierarchy. If your organization uses territory management, in some reports these links are based on the territory hierarchy.
You can choose to sort the report by record owner or role when customizing the report.