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            Run a Report

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            Run a Report

            Reports give you access to the data your organization has accumulated over time, enabling you to make informed decisions.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To run reports: Run Reports
            To schedule reports: Schedule Reports
            To create, edit, and delete reports:

            Create and Customize Reports

            AND

            Report Builder

            To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name.

            1. Click the Reports tab.
            2. Find the report you want to run and click the report name.

              If you’re already viewing a report, click Run Report to run it.

             
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