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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.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete reports in private folders: | Create and Customize Reports |
| To create, edit, and delete reports in public and private folders: | Report Builder OR Report Builder (Lightning Experience) |
These instructions are for building reports in the Lightning Report Builder. To learn how to build a report using the Classic Report Builder, see Build a Report in Salesforce Classic in Salesforce Help.
Watch a video: 
Build a Report (Lightning Experience)
- On the Analytics tab, select Create | Report, or on the Reports tab, click New Report.
- Choose a report type, and click Start Report.
In the Create New Report window, you can select a category from the left panel and search for report types by name. You can also filter by objects or fields. Fields included via lookup or part of composite fields (such as geolocation or address) aren’t available as filter options. When using keyboard input, move focus to the selected filter option and use backspace or delete to remove the option. To display details about a report type, click it in the search results or in the Recently Used list. The Details panel lists reports created by you and others in your org that are based on the report type and the objects and structure that the report type uses.
To view the fields in the report type, click the Fields tab in the Details panel. The report type you choose determines which records are returned and which fields are available in your report.
- The report opens in edit mode, and shows a preview.
In edit mode, add and remove fields to your report as columns, group by rows and columns, filter report data, or add a chart. Customize your report until it shows the data that you need.
- To add a column to your report, choose a field in the Add column dropdown.
To remove a column from your report, in the Columns list click
.Removing a column from your report doesn’t delete the field. You can also add the column back later.
- To summarize a column in your report:
- From the preview pane, find the column that you want to summarize, and select
| Summarize. - Choose how you want to summarize the column.
- From the preview pane, find the column that you want to summarize, and select
- To group records in your report, choose a field in the Add group dropdown. You can group up
to two rows and two columns.
After adding a group, you can show or hide detail rows, subtotals, and a grand total by clicking the switches at the bottom of the preview pane.
Note For a report that is grouped by rows and columns (matrix report), the preview sometimes shows different results than the actual report.After grouping records by a date field, you can also customize date granularity. First select the date field that you want to group your report by. Then, for Group Date By, apply a calendar or fiscal period.
To ungroup records in your report, find the group you’d like to ungroup and then click
. To
ungroup all groups in your report, from the Groups list, click 
.Removing a group also removes the column from your report. If you still want to show the column, add it back.
- To filter records from your report, click
.Depending on which report type you chose, your report has a few standard filters that are applied by default. Most templates include a Show Me filter and a Date filter. The Show Me filter scopes report results around common groups, like “my opportunities” or “all opportunities.” The Date filter scopes results around a date field, like “created date” or “closed date.”
- To add a field filter, choose a field from the Add filter dropdown.
- To edit a filter, including standard filters, click the filter.
- To remove a filter, click the on the filter.
For more information about filtering reports, see Filter Report Data in Salesforce Help.
- To add a chart, first add at least one group, and click Add
Chart.
- To customize the chart, click
. Change the chart type, color palette, and more. - To show or hide the chart, click
. - To remove the chart, select | Remove Chart.
- To customize the chart, click
- Click Save. If this report is new, give it a name and, optionally, a description. With access and sharing in mind, save the report in an appropriate folder.
- To view the report results, click Run.
As you get ready to build reports with Lightning Report Builder, take note of how it differs from the Salesforce Classic Report Builder. Remember, with the appropriate user permissions, both builders are available in Lightning Experience.
| Feature | Difference |
|---|---|
| Report Formats | In the Salesforce Classic Report Builder, you must choose a report format before grouping data. In Lightning Report Builder, the report format automatically updates as you group report data. It isn’t necessary to select a report format. |
| Charts | Lightning Report Builder features the same charts as the report view in Lightning Experience. |
