How to Create Report in Salesforce Lightning

How to Create Report in Salesforce Lightning

When creating reports in Salesforce, you can choose from a number of standard report types and formats. You can also create your own custom reports to help you meet specific needs and business goals.

The first step in creating a report in salesforce lightning is to select the type of report you want to build. This will determine what objects and records are returned in the report, as well as the fields that are available to be used in the report.

Once you have chosen your report type, the next step is to customize your new report by adding and removing fields, grouping rows and columns, filtering data, and showing or hiding charts. To do this, click Edit Mode.

In the Outline pane, add and remove columns by dragging them into the appropriate area. You can even drag multiple columns at once and group them together.

You can also drag a field into the Preview pane, which will show you a preview of your report. You can then update the native filters or add your own custom filters to further narrow down your results. If you haven’t turned on automatic previews, you’ll need to manually refresh the report to see your changes.

If you’ve selected a report type that includes joined format, you can use the Joined Format option to combine blocks of data from different types of reports. This can help you gain deeper insights into your business.

For example, let’s say you have an Opportunity that has been assigned to several people. You can see each person’s Stage and Call Duration (minutes) in a single report. However, you need to group these fields together so you can arrive at trends and get the best information possible.

Using the Joined Format in Salesforce

The joined format allows you to create a report that combines data from multiple report types. It’s a powerful feature that will help you gain actionable information and make your reporting more effective.

Once you have chosen a report type, you can customize your new report by adding and removing columns, grouping rows and columns, filtering your data, and showing or hiding charts. To get started, simply click the New Report button on your dashboard.

This will open the Salesforce Report Builder. This report builder is only available in Salesforce Classic and Lightning Experience, so check to ensure your organization is ready for Lighting Experience before you begin.

In Lightning Experience, a user must have access to the folder where the report is stored and must have the Edit Reports permission to access the report. If a user does not have these permissions, the report will appear as a blank canvas on their screen when they create or run it.

Depending on the permissions you have, you may need to subscribe to the report to receive it via email. This is an easy way to share the report with other users. You can choose to receive the report daily, weekly or monthly.

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