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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.
Required Editions
| Available in: Salesforce Classic |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete reports: |
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Watch a Demo: 
Getting Started with
Report Builder (Salesforce Classic)
Note These instructions are for building reports in the Classic report builder. To
learn how to build a report using the Lightning report builder, see Build a Report in Lightning
Experience (Beta) in Salesforce Help.
- To customize an existing report using report builder, click the name of a report and click Customize.
- To optimize screen real estate, report builder uses a compressed page header.
- To view your application tabs, close the builder or click the Salesforce logo.
- Choose a Report Type in Salesforce Classic
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 Type. - Report Formats in Salesforce Classic
A report can use the tabular, summary, matrix, or joined format. Choose a format that’s complex enough to capture the data you want to show, but simple enough to communicate it effectively. - Group Your Report Data in Salesforce Classic
Group data in columns or rows in summary, matrix, and joined reports to display meaningful information. For example, group opportunities by Close Date to see closed opportunities or group cases by product to see the number of cases for each product. You can have groupings inside groupings. - Keep Working While Your Report Preview Loads
For most actions, you can continue working on your report while the preview loads. For example, when editing a report you can drag multiple fields into the report, then create a grouping while those columns load. - Customizing Reports in Salesforce Classic
Report builder is a visual editor for reports. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data. - Report Fields in Salesforce Classic
The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can create, edit, and delete. - Subtotal Report Results in Salesforce Classic
Subtotaling your reports gives you a tool to analyze trends in the data. You can group sets of information, sort the groupings, and compare subtotals for each set against the overall total. In summary and joined reports, you can also subtotal by multiple fields to give you cascading sets of information. - Smart Totaling in Reports
Smart totaling means that duplicate data is counted only once in a subtotal or total. Salesforce uses smart totaling when you run reports that include duplicate data in any column chosen for summing or averaging. Smart totaling is also available in dashboard widgets. - Save Your Report in Salesforce Classic
Click Save to update an existing report with recent changes, or Save As to clone the original report without changing it. In Lightning Experience, click Clone to clone the report.
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