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Salesforce Reports: Analyzing Your Data. Meghan Butler IT Applications Administrator Root Capital. Analytics Overview. Summarizes data from reports. Organizes data that meets report criteria. Defines data available in reports. Report Types.

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salesforce reports analyzing your data

Salesforce Reports:Analyzing Your Data

Meghan Butler

IT Applications Administrator

Root Capital

analytics overview
AnalyticsOverview
  • Summarizes data from reports
  • Organizes data that meets report criteria
  • Defines data available in reports

SALESFORCE REPORTS

report types
Report Types

Report Types define the records and fields available in a report based on the relationship between a primary object and its related objects

What is a

Report Type?

SALESFORCE REPORTS

creating custom report types
Creating Custom Report Types
  • Defining Custom Report Types
  • Once you save a Report Type, the primary object cannot be changed
  • Report Type Label – Maximum 50 characters (visible to users)
  • Report Type Name – Maximum 255 characters (used by API)
  • Description – Maximum 1,000 characters (visible to users)
  • Report Types are organized by Category
  • Custom Report Types Limits
  • Personal, Contact Manager, and Group – N/A
  • Professional – 50
  • Enterprise – 200
  • Unlimited – 2,000
  • Developer – 400

SALESFORCE REPORTS

creating reports
Creating Reports

Design your report before you start creating it in Salesforce

Choosing the right Report Type is the most important step!

 What is the objective of the report?

 Who is the audience for the report?

 What is the primary record you want to report on?

 Do you want to report on any records related to the primary record?

 What are the report criteria?

 Which fields do you want to display in the report?

 Do you want to group or summarize the data in any way?

 Do you want to create a chart?

 Will the report be used as a source report for a dashboard component?

SALESFORCE REPORTS

creating customizing reports
Creating & Customizing Reports

Changing the report format will affect existing filters and groupings

SALESFORCE REPORTS

creating customizing reports1
Creating & Customizing Reports

Not all users will be comfortable with field filters and filter logic – this is okay!

  • Report Criteria
    • Based on filters, filter logic, and timeframe
  • Timeframe
    • You don’t have to use the From and/or To filters
    • To pull all records, use a required field (e.g., Last Modified Date)
    • You can use phrases to represent a Time Frame in report filters
  • Charts
    • When possible, create charts when you create reports
    • Well-designed reports and charts make it easier to create dashboards

SALESFORCE REPORTS

saving exporting reports
Saving & Exporting Reports
  • Saving Your Report
    • Write useful Report Names and Report Descriptions
      • Report Name – Maximum 40 characters
      • Report Description – Maximum 255 characters
  • Exporting Your Data
    • Groupings will appear as columns in the far right of your export file
    • Remove the export details before you start manipulating your data

SALESFORCE REPORTS

organizing managing reports
Organizing & Managing Reports
  • Report Folders
    • Folders define access
      • Public, hidden, or shared
        • Sharing based on Public Groups
      • Read Only or Read/Write
    • Folder Name – Maximum 40 characters
      • Less than 20 characters visible in the Folders list on the Reports tab
  • Managing Public Reports
    • Users must have the “Manage Public Reports” permission
    • to create, edit, save, and delete reports in public (and shared) folders
      • This permission extends across ALL public report folders

SALESFORCE REPORTS

user permissions
User Permissions

Try creating permission sets to manage report permissions

SALESFORCE REPORTS

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Charts

Sorting

Formulas

Report Blocks

Hide Details

Tabular Reports

Filter Logic

Analytic Snapshots

Buckets

Limiting Rows

Grand Total

Exporting

Cross Filters

QUESTIONS?

Matrix Reports

Scheduling Reports

Customizing

Summary Reports

Limits

Groupings

Cross-block Formulas

Sub-Total

Conditional Highlighting

Joined Reports

Folders

Scheduling Reports

Report Builder

User Permissions

SALESFORCE REPORTS