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Salesforce Reporting Basics

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Questions and Answers

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?

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?

Select Folder (correct)

Set Permissions

Add to Favorites

Select Category

What should you do after clicking on 'New Report' in the Reports Tab?

Choose a Report Type Signup and view all the answers

How can you see what changes will look like as the report is being built?

By turning on 'Update Preview Auto..' toggle Signup and view all the answers

What must be done to filter the report after starting it?

Select 'Filters' at the top of the left pane Signup and view all the answers

What feature allows you to add customizable columns to a report?

Add Column field Signup and view all the answers

What should you check under the Details section after selecting a report type?

The Objects this type will pull data from Signup and view all the answers

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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Description

This quiz covers the essential steps for searching existing reports, creating new reports, and saving personalized views in Salesforce. Test your understanding of the reporting process and the specific options available for customization.