How To Create A Custom Report In Salesforce

How To Create A Custom Report In Salesforce

1. Log In: Access your Salesforce account.
2. Navigate to Reports: Click on the "Reports" tab in the main menu.
3. New Report: Click the "New Report" button to start creating a report.
4. Select Report Type: Choose the type of report you want to create (e.g., Accounts, Opportunities).
5. Customize Report: Use the drag-and-drop interface to add fields and filters.
6. Group Data: Group your data by relevant fields for better analysis.
7. Summarize Data: Add summaries like totals or averages as needed.
8. Preview Report: Click "Run" to see a preview of your report.
9. Save Report: Click "Save" and give your report a name and description.
10. Share Report: Set sharing settings to control who can view the report.