Podcast
Questions and Answers
What is the first step to save a personalized view of an existing report?
What is the first step to save a personalized view of an existing report?
- Click the dropdown arrow next to EDIT in the top right corner
- Click on All Reports from the left pane (correct)
- Choose Save As
- Click on the report title
What action needs to be taken after clicking the dropdown arrow next to EDIT to save a new report?
What action needs to be taken after clicking the dropdown arrow next to EDIT to save a new report?
- Click 'Submit'
- Select 'Save As' (correct)
- Choose 'Rename Report'
- Select 'Delete Report'
Which option must be selected to choose where to save a personalized report?
Which option must be selected to choose where to save a personalized report?
- Select Folder (correct)
- Set Permissions
- Add to Favorites
- Select Category
What should you do after clicking on 'New Report' in the Reports Tab?
What should you do after clicking on 'New Report' in the Reports Tab?
How can you see what changes will look like as the report is being built?
How can you see what changes will look like as the report is being built?
What must be done to filter the report after starting it?
What must be done to filter the report after starting it?
What feature allows you to add customizable columns to a report?
What feature allows you to add customizable columns to a report?
What should you check under the Details section after selecting a report type?
What should you check under the Details section after selecting a report type?
Flashcards
Finding existing reports
Finding existing reports
Searching for previously created reports to reuse or adapt.
Saving a report view
Saving a report view
Creating a personalized copy of an existing report with changes.
Saving location for reports
Saving location for reports
Storing personalized reports in a 'Private Reports' folder.
Creating a new report
Creating a new report
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Report Type selection
Report Type selection
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Adding report columns
Adding report columns
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Filters in reports
Filters in reports
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Dynamic report refresh
Dynamic report refresh
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Study Notes
Searching Existing Reports
- Search existing reports to avoid creating new ones if similar reports already exist.
- Save a copy of a desired report to make changes.
Creating a New Report
- Navigate to the "Reports" tab in Salesforce.
- Click "New Report."
- Choose a report type (e.g., "Customer Support Reports").
- Browse for the needed report type.
- Click a report type to review.
- Identify data sources for the report type.
- Add needed fields for the report.
- Start the report.
- Turn on auto preview update.
- Customize report columns.
- Save changes.
Saving a Personalized View
- Click on the report title.
- (Using the right corner dropdown menu) Select "Save As".
- Rename the saved report.
- Choose a report folder ("Private Reports").
Additional Notes
- Use the "Add Column" field to select columns.
- Use the "Filters" option to apply filters.
- The filter options appear alphabetically.
- Save to "Private Reports" unless you intend to share the report.
- Edit reports by selecting "edit" in the upper right corner.
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