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Questions and Answers
What feature of summary reports allows for viewing subtotals?
What is the primary purpose of using summary reports in dashboards?
What type of report would Maria build to help Roberto Alvarez?
What is the most common type of report used in reporting?
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What is the main benefit of using summary reports?
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Study Notes
### Study Notes: Report Formats in Salesforce
#### Learning Objectives:
- Understand the different report formats available in Salesforce.
- Learn how to select the appropriate report format for various data analysis needs.
### Report Formats in Salesforce
1. Tabular Reports:
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Description: Simplest form; displays data in rows and columns.
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Use Case: Best for creating lists, such as contact lists or activity logs.
2. Summary Reports:
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Description: Allows grouping of data by rows.
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Use Case: Ideal for showing subtotals and aggregated data like sales by region.
3. Matrix Reports:
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Description: Enables grouping by both rows and columns.
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Use Case: Useful for comparing related totals, such as sales data by month and by salesperson.
4. Joined Reports:
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Description: Combines multiple reports into a single view.
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Use Case: Best for complex data analysis across different report types, like viewing opportunities and cases side by side.
### Summary
Choosing the correct report format in Salesforce is crucial for effective data analysis. Each format has specific use cases that cater to different business needs, from simple lists to complex comparisons. For detailed instructions and hands-on practice, refer to the [Salesforce Trailhead module](https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_report_formats?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-ux-designer-credential).
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Description
Learn about summary reports, their characteristics, and how they can be used to analyze and organize data in various reporting needs, including dashboards. Understand how to create charts and view subtotals with grouping options.
