If you need more flexibility in your reporting, then a matrix report is the way to go. For example, if you wanted to look at total sales for each region, you could create a summary report that groups the data by region and shows the total sales for each one. There are four Salesforce report types that fall under the category of standard reports:Ī summary report allows you to group data by certain criteria. Standard reports include columns from a single object, and you can choose which fields to include in the report. For example, an "Accounts" object might have columns for name, address, and contact information, and each row would contain information about a particular account. An object is like a table with columns and rows. Types of Salesforce reportsĪ little bit of background: Salesforce reports are based on 'objects' in the system. In this guide, we’ll go over the different types of reports in Salesforce and show you how to create a report in Salesforce. With well-generated reports, you can easily get to the bottom of complex trends, gather insightful data points, and improve decision-making.īy harnessing the analytical power of Salesforce reports, you'll be able to get an in-depth look at your business with just a few clicks. Salesforce reports are one of the most powerful tools you can use to understand your business data. Salesforce can be confusing to learn, but with just a little finesse, it can make you a force (heh) to reckon with. Are you ready to up your data analysis game?
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