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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IT Applications Administrator
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
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?
Changing the report format will affect existing filters and groupings
Not all users will be comfortable with field filters and filter logic – this is okay!
Try creating permission sets to manage report permissions