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Build a Report
When you have questions about your Salesforce data, like “How much revenue did we earn in the South East last quarter?”, “Which lead source is generating the most closed opportunities?”, or “What is the average age of all open cases?”, build a report to get the answers.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
- Build a Report in Lightning Experience
Lightning Report Builder is a powerful and intuitive tool for analyzing your Salesforce data. Group, filter, and summarize records to answer business questions like “How much revenue did we generate from new business in California last quarter?” For a visual overview of your data, add a report chart. Refresh the preview to see progress as you build. When finished, run your report to see the full results. - Build a Report in Salesforce Classic
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. - 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. You can add a chart to any report that’s grouped by rows (summary report) or rows and columns (matrix report). Charts can also appear in dashboard widgets. - Show Report Data in Tables
To help readers scan for data easily, hide details and ranges, limit the number of results shown, and highlight with color. You can also show your table in a dashboard widget. - Categorize Data with Bucket Columns
Quickly categorize report records without creating a formula or a custom field by bucketing them. When you create a bucket column, you define multiple categories (buckets) used to group report values. Like any other column in your report, you can sort, filter, and group by bucket columns. - Evaluate Report Data with Formulas
Reports feature built-in basic math functions (sum, average, min, and max) that you can apply to any numerical column in a report. When you're ready to perform advanced logical or mathematical operations, write a formula. - Count Unique Values in Report Results
See how many distinct values a column in your report returns with a unique count. - Combine Different Types of Information in a Joined Report
The joined report format lets you view different types of information in a single report. A joined report can contain data from multiple standard or custom report types. You can turn any existing report into a joined report using the report builder. - 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 Type Reference
The report type you choose determines which records and fields appear in your report. For example, the Opportunities report type gives you access to Opportunity records and fields like Amount, Stage, and Opportunity Owner. - Turn Automatic Updates to the Report Preview On or Off
Edit reports faster by turning off automatic preview updates. When off, you can make multiple edits without waiting for the preview to refresh after each edit. When you’re ready to preview data, manually refresh the report preview. Or, see sample records returned after each edit by keeping automatic previews on.
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