🔹 What is a Report in Salesforce?

 🔹 What is a Report in Salesforce?

A report is a structured way to display Salesforce data (Accounts, Contacts, Leads, Opportunities, etc.) in rows and columns with filters, groupings, and summaries.

👉 Reports are read-only and used mainly for analysis, tracking, and decision-making.

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🔹 Types of Reports in Salesforce

1️⃣ Tabular Report

• Simplest report format

• Similar to an Excel table

• No grouping or charts (limited)

Use case:
✔ Simple lists (e.g., All Contacts, All Leads)

Example:

• List of all Accounts with Phone & Industry

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2️⃣ Summary Report (⭐ Most Used)

• Rows grouped by one or more fields

• Supports charts, subtotals, and totals

Use case:
✔ Sales performance, pipeline tracking

Example:

• Opportunities grouped by Stage

• Total Amount per Stage

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3️⃣ Matrix Report

• Group data by rows and columns

• Advanced comparison

Use case:
✔ Performance comparison

Example:

• Opportunities by Stage (rows) and Close Month (columns)

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4️⃣ Joined Report

• Multiple report types in a single report

• Each block has its own fields and filters

Use case:
✔ Compare related data

Example:

• Accounts with Opportunities + Cases

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🔹 How to Create a Report (Step-by-Step)

Step 1: Open Reports

• App Launcher → Reports

• Click New Report

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Step 2: Select Report Type

• Example: Opportunities

• Click Continue

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Step 3: Configure Report Builder

• Outline Panel → Add fields

• Filters Panel → Apply filters

• Group Rows / Columns (Summary/Matrix)

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Step 4: Add Chart (Optional)

• Click Add Chart

• Choose bar, pie, line, donut, etc.

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Step 5: Save & Run

• Report Name

• Folder (Public / Private)

• Click Save & Run

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🔹 Common Report Filters

• Show Me: All Opportunities / My Opportunities

• Date Fields: Created Date / Close Date

• Relative Dates: THIS MONTH, LAST 30 DAYS

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🔹 Where Reports Are Used

• 📊 Dashboards

• 📧 Scheduled Reports (email)

• 📈 Management reviews

• 🎯 Sales & service tracking

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🔹 Reports vs Dashboards

Reports	Dashboards
Detailed data	Visual summary
Tables & grouping	Charts & KPIs
Data source	Uses reports

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🔹 Best Practices

✅ Use Summary reports for dashboards
✅ Use meaningful filters
✅ Limit columns for performance
✅ Store reports in correct folders
✅ Use Custom Report Types when needed

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🔹 Real-Time Examples

• Sales Pipeline Report

• Lead Conversion Report

• Case Resolution Time Report

• Account Revenue Report

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If you want, I can also provide:

• 🔹 Hands-on practice examples

• 🔹 Interview questions on Salesforce Reports

• 🔹 Reports vs SOQL vs List Views

• 🔹 Dashboard creation tutorial

Just tell me 👍

give me also short explaination and discuss how to create all type f report step by step

📊 Salesforce Reports – Short Explanation & Step-by-Step Creation (All Types)

Salesforce Reports help you view, analyze, and summarize data stored in Salesforce objects like Accounts, Contacts, Leads, and Opportunities.

Below is a short explanation of each report type and exact steps to create them.

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🔹 1. Tabular Report

👉 Short Explanation

• Simple list of records (rows & columns)

• No grouping

• Best for exporting data

🛠️ Steps to Create Tabular Report

1. App Launcher → Reports

2. Click New Report

3. Select Report Type (e.g., Accounts) → Continue

4. Add fields (Name, Phone, Industry)

5. Apply filters (optional)

6. Ensure no row grouping

7. Click Save & Run

📌 Example: List of all Customers

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🔹 2. Summary Report

👉 Short Explanation

• Group records by a field

• Shows subtotals and totals

• Supports charts (most used)

🛠️ Steps to Create Summary Report

1. Reports → New Report

2. Select Report Type → Continue

3. Add required fields

4. Drag a field to Group Rows (e.g., Stage)

5. Click a numeric field → Summarize → Sum

6. (Optional) Click Add Chart

7. Save & Run

📌 Example: Opportunities grouped by Stage

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🔹 3. Matrix Report

👉 Short Explanation

• Group data by rows and columns

• Used for comparisons

🛠️ Steps to Create Matrix Report

1. Reports → New Report

2. Choose Report Type → Continue

3. Add fields

4. Drag one field to Group Rows (Stage)

5. Drag another field to Group Columns (Close Month)

6. Summarize numeric field (Amount → Sum)

7. (Optional) Add chart

8. Save & Run

📌 Example: Sales by Stage vs Month

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🔹 4. Joined Report

👉 Short Explanation

• Multiple report types in one report

• Each block has its own fields & filters

🛠️ Steps to Create Joined Report

1. Reports → New Report

2. Select any Report Type → Continue

3. Click Report Format → Joined Report

4. Click Add Block

5. Select another Report Type

6. Configure fields & filters for each block

7. (Optional) Group across blocks

8. Save & Run

📌 Example: Accounts with Opportunities and Cases

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🔹 One-Line Comparison

Report Type	Best For
Tabular	Simple data lists
Summary	Grouped analysis
Matrix	Row & column comparison
Joined	Multi-object comparison