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Reports
Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Before building, reading, and sharing reports, review these reporting basics.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
As you prepare to report on your Salesforce data, keep these tips in mind:
- Well-designed reports run faster.
- Before building your report, consider writing down each of the questions your report must answer. This way, your report is sure to return all the data you need.
- Reports are shared via folders. Whomever has permission to the folder your report is saved in also has access to your report. Ensure that you save your report in an appropriate folder.
Before building your first report, familiarize yourself with these features and concepts.
| Feature | Description |
|---|---|
| Report Builder | The report builder is a visual, drag-and-drop tool which you use to create reports and edit existing ones. The report builder is where you choose a report type, report format, and the fields that make up your report. You can launch the report builder from the Analytics tab or the Reports tab. |
| Fields | One or more fields describe each report result. If you imagine that your report as a table of information, then each row is a result and each column is a field. For example, a human resources manager creates a report about employees. Each result is an employee, and each field is a different piece of information about the employee: first name, last name, job title, start date, and so forth. When you create or edit a report, you choose which fields you want to include in your report. To ensure your reports run quickly, it's a good idea to include only the fields that you need. |
| Filters | Limit the data that your report returns by using filters. Filters are useful for many reasons, such as focusing your report on specific data, or ensuring that your report runs quickly. For example, say your report returns all the Cases in your company, but you only want to see Cases which are open and assigned to you. Filter the report on the Owner field and Status field. Add filters in the Report Builder. In Lightning Experience, you can add, edit, or remove filters while reading a report, too. |
| Report Types | The report type governs which fields are available in your report. For example, File and Content reports have fields like File ID, File Name, and Total Downloads. Accounts reports have fields like Account ID, Account Name, and Phone. The first thing you do when creating a report is choose a report type. |
| Report Format | The report format specifies how your report results are laid out. Available formats are tabular (no grouping), summary (grouped by rows), matrix (grouped by rows and columns), or joined (with report blocks that provide different views of your data). In the Salesforce Classic report builder, you must choose a report format before grouping data. In the Lightning report builder, the report format automatically updates as you group report data. |
- 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. - Customize Report Views in the Run Page
Use the power of Lightning Experience when you review and analyze your report records in the run page. - Updating Multiple Report Fields Inline
Keep records up to date by editing field values directly on tabular, summary, and matrix reports. - Filter Report Data
What if your report gives you more data than you need? Use filters to pare down your report until it only shows the data that you want. - Schedule and Subscribe to Reports
Receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria that trigger report notifications. - Export and Connect Reports to Other Tools
Export or connect a report to another tool, such as Quip, to work with report data outside of Salesforce. - Drill Down into Your Reports to Learn Even More
Drill-down helps you take a closer look at records in a report. For example, as a sales manager, drill-down can help you track the progress of just a few of your reps or review the breakdown of current opportunities based on type. - Organize Reports
Keep your reports at your fingertips by sorting them into folders and deleting unused reports. If you have a lot of reports, you can use the search field to find the one you need. - Analyze Reports with Einstein Discovery for Reports
Einstein Discovery for Reports (previously known as Einstein Data Insights) scans your report data - quickly and thoroughly - using artificial intelligence and comprehensive statistical analysis. Einstein Discovery for Reports goes deep into the report data, explores underlying patterns, identifies insights, and surfaces those insights with charts and explanations that are easy to understand. Einstein Discovery for Reports works with Tabular and Summary reports. - Troubleshoot Reports
Use these tips to help solve problems that arise when you’re working with reports. - Improve Report Performance
If your report is running slowly, it’s generally because it’s processing a lot of data, which can be reduced with filters and other methods. Review these best practices and recommendations to optimize your report and help it run faster.
