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Reports in Salesforce

What is Reports?

In any enterprise reports plays a very important role. Reports will provide really very clear picture to the management and it helps them to take a right and quick decision.

Top Management uses the reports to track progress towards its various goals, control expenditure and increase revenue. Reports help to predict trends and this is advantage of increasing profits too.

In Salesforce we can easily generate reports with different styles. And can create reports in very short time and also we schedule the reports if needed. Salesforce provides a really very powerful suit of analytic tools to help you organize, view and analyze your data.

Important Points :

  • In the reports data displayed is as per running user’s security access.
  • Reports can be built on both standard and custom objects.
  • Reports are stored in folders. Users with access to these folders can run the reports whenever required.
  • Reports data is always generated in real time when you run it. When a report is saved, reports configuration (metadata) parameters are stored – but the generated data is not stored.
  • We can take the printout of the reports as per need or even export to excel then we can share with any one based on the need.
There are 4 types of reports in Salesforce
  • Tabular Reports: Tabular reports in salesforce are those where the data is displayed in the form of list, these reports are simplest and fastest way to look at your data. These reports simply consist of an ordered set of fields in columns with each matching record listed in a row. They are easy to set up, but there are limits to how you can use them in dashboards.
  • Summary Reports: Summary reports are similar to tabular reports, but these reports allow users to group rows of data, view subtotals, and create charts. These reports can be used as the source report for dashboard components.
  • Matrix Reports: Matrix reports allow grouping of records both by row and by column. These reports like summary report also provide the most detailed view of our data. Like summary reports, matrix reports can have graphs and be used as source for dashboards.
  • Joined Reports: A Joined report is a report where two different reports of different report types can be combined to get a more holistic view of the data you are looking for. You can add different report types to a joined report if they have relationships with the same object.
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