Reports & Dashboards for Lightning Experience - Create Reports with the Report Builder

Study Notes

### Study Notes: Using Report Builder in Salesforce

#### Learning Objectives:

- Understand how to use the Report Builder tool in Salesforce.

- Learn the steps to create and customize reports.

### Overview

Report Builder: A tool in Salesforce that allows users to create detailed reports by selecting and organizing data fields, applying filters, and grouping information for better analysis.

### Steps to Create a Report with Report Builder:

1. Access Report Builder:

Navigate to the Reports tab and click New Report.

2. Select Report Type:

Choose a report type based on the data you want to analyze, such as Accounts, Opportunities, or Contacts.

3. Customize Report:

Add Fields: Drag and drop fields from the left pane to the report preview.
Apply Filters: Use filters to narrow down the data displayed in the report.
Group Data: Group rows or columns to organize data for better analysis.

4. Visualize Data:

Add charts or graphs to visualize data trends and patterns.

5. Save and Run Report:

Save the report with a clear name and description.
Run the report to view the results.

### Summary

The Report Builder in Salesforce is a powerful tool that enables users to create customized reports for data analysis. By selecting the right report type, customizing fields, applying filters, and grouping data, you can generate insightful reports that support informed business decisions.

For a detailed guide 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_using_report_builder?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-ux-designer-credential).