How To Create A Report In Salesforce

How To Create A Report In Salesforce

1. Log In: Access your Salesforce account.
2. Navigate to Reports: Click on the "Reports" tab in the main menu.
3. Click New Report: Select the "New Report" button to start creating a report.
4. Choose Report Type: Pick 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: Organize your data by grouping it based on relevant fields.
7. Summarize Data: Add summaries to your report for better insights.
8. Preview Report: Click on "Run" to see how your report looks.
9. Save Report: Give your report a name and save it for future access.
10. Share Report: Set sharing settings to allow others to view or edit the report.