Salesforce Reports Guide PDF

To save time and effort please search the existing reports to see if we already have what you need before creating a new report. If you find a report you like, you can save a copy of your own and make changes as needed. Before creating a new report, please search the existing reports to see if we a...

To save time and effort please search the existing reports to see if we already have what you need before creating a new report. If you find a report you like, you can save a copy of your own and make changes as needed. Before creating a new report, please search the existing reports to see if we already have it. **[To Search:]** - Click on All Reports from the left pane and browse or search. - If you find an existing report that meets your needs or is close, you can save a personalized view for yourself. **[Save a View for yourself:]** - Click on the report so you are viewing it, not just the title - Click the dropdown arrow next to EDIT in the top right corner, - choose Save As - Rename the report for your customized view - Click 'Select Folder' and choose "Private Reports" - Save \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Add a transition.... "In the event you can't locate a report that fits your needs creating one yourself is also an easy, straight forward process. Here's how" \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **[To create a new report:]** - Navigate to the **Reports** Tab in Salesforce - Click **New Report** - Choose a **Report Type** - In the left pane click "Customer Support Reports" then search or browse for the correct type. You will only be able to add fields related to this report type. - Click on a Report Type to review it in the **right pane**. - Scroll down under **Details** to see the Objects this type will pull data from - Click **Fields** to see the available fields you can add to your report within this Report Type - Click **Start Report** from the right. A new screen will load. - Turn on "Update Preview Auto.." toggle so you can see what your changes will look like as you build your report. - Add columns in the left pane to customize your report. - You can just click your curser into the "Add Column" field to see the choices. There are headers to show you what type of column it will be and the options are in alphabetical order. - Click **Filters** at the top of the left pane to apply any needed filters. This works just like the outline side, click into the field for \"Add filter\...\" to see a list of filters. - When you're happy with the report, click **Save** - Save to "**Private reports**" unless this is a report you wish to share. If you need to edit your report at any time, you can just open it and then click EDIT in the top right corner.