Standard Report Types

Tip You may not see some of these folders if your administrator has customized the visibility of the Report tab folders.

If you can’t find a report to customize for your own needs, you can also create a custom report to access exactly the right information.

1. Account and Contact Reports
   Use account and contact reports to learn about active, neglected, or new accounts, as well as accounts by account owner or partner. The two standard contact reports let you create a mailing list of contacts or track opportunities by contact role.
2. Activity Reports
   Activity reports are useful for gathering information about open activities, completed activities, multi-person events, or pending approval requests for which you're a delegated approver.
3. Administrative Reports
   Administrative reports help you analyze your Salesforce users, documents, and pending approval requests. You can report on the active Salesforce users and see who has been logging in.
4. Campaign Reports
   Use campaign reports to analyze your marketing efforts. You can report on the ROI of your campaigns, track who you targeted with your campaigns and who has responded, or analyze which opportunities resulted from your campaigns.
5. File and Content Reports
   Run File and Content reports to analyze how users are engaging with files and Salesforce CRM Content.
6. Sales Engagement Reports
   Sales Engagement reports give you information about your inside sales efforts. As your reps work through cadences, you can evaluate how your prospects become qualified leads and which cadence step is most effective. You can also examine phone call statistics for your reps, which reps are converting the most prospects, and more.
7. Lead Reports
   Use lead reports to show information about the source and status of leads, how long it takes to respond to leads, neglected leads, and the history of lead fields.
8. Opportunity Reports
   Opportunity reports provide information about your opportunities, including owners, accounts, stages, amounts, and more. The default settings show you the most commonly used information from each object, but you can customize a report to view other information, such as primary campaign source, forecast category, and synced quote.
9. Product and Asset Reports
   Use product and asset reports to view information about the products your users currently have installed. Find out what assets your customers have, list the cases filed for a particular asset, or identify assets that aren’t associated with a product.
10. Self-Service Reports
    Self-Service reports help you analyze the effectiveness of your Self-Service portal. Find out how many cases are being viewed, how many customers are logging in, or what customers think of the solutions you’re offering.
11. Reporting on Support Activity
    Use support reports to track the number of cases created, case comments, case emails, case owners, case contact roles, cases with solutions, the length of time since the case last changed status or owner, and the history of cases.