SFDC Reports: Analyze Data with
How great would it be to get a report in your inbox every
morning that tells you how much stock you have for each item in your warehouse?
Or perhaps you’d like to see that information displayed as a graphical chart
whenever you access the app on your phone?
This post introduces you to reports, or what we refer to as
Salesforce1 Reporting. Once you’ve defined your reports, you can place them on
a dashboard, so you can see all your key metrics at a glance. Salesforce1
Reporting lets you see what’s important to you, exactly how and where you want
to see it.
Create a Report
The Warehouse app you created with the App Quick Start
wizard includes a Reports tab, where
you can create, edit, run, and schedule reports. Start by creating a simple
report that tells you how much stock you have for each item in your warehouse.
Then you’ll use groupings and filters to get the most out of the data in your
Try out buckets for on-the-fly grouping, and experiment with
showing your report data graphically as a chart. And once you’ve got charts
mastered, take a look at how you can provide users with valuable context by
embedding charts in record detail pages.
Create a Simple Report
In this step, you create a simple tabular report that shows
the merchandise in your warehouse and how many pieces of each are in stock.
Tabular reports present data in simple rows and columns, much like a
spreadsheet. They can be used to show column summaries, like sum, average,
maximum, and minimum.
1. From the Reports
tab, click New Report.
2. In the Quick Find
box, enter Merchandise, and in
the Other Reports folder, choose Merchandise.
3. Click Create.
4. In the report builder, notice that the Merchandise Name
field is already there. You only need one more field: the quantity of each
item. From the Fields pane, drag Quantity onto the preview.
5. Click Save,
and give your report a meaningful name, such as Merchandise in Stock.
6. In the Report
Folder drop-down list, select Unfiled
Public Reports, so everyone can access it. (If you didn’t want this report
to be accessible to everyone, you’d create a folder and give different people
different levels of access to it. More on that later.)
7. Click Save and
That’s it. Your new report is ready to go!
You can get fancy with reports, but that's all you need from
this one. And as you'll soon see, even this simple report gives you a lot of functionality.
Use the Summarize
Information by drop-down list to summarize the report based on any field on
the Merchandise object. For example, you could summarize on Owner Name to see who entered each
piece of merchandise, as well as the count.
Use the Show drop-down list specify whether you
want to see just your merchandise, your team's merchandise, or all merchandise.
In the Time
Frame section, you can choose to run this report based on the created,
modified, or last activity date, as well as choose the date range for the data
you want to see.
Report, and choose to run the report now or on some future date. If you
choose the latter, it takes only a few more clicks to have that report in your
inbox every day—or however often you want it.
If you’d rather see a summary than a bunch of
details, click Hide Details.
to make changes to the report, and you'll return to the familiar drag-and-drop
interface you used to create the report.
And finally, you can export the report as a
printed document, spreadsheet, or CSV file by clicking Export Details.
Click the column headers to toggle between ascending and descending order. The Grand Totals indicates the record count as well
as the summaries you chose. Click Customize
to make additional changes to this report.
You can click through to the data records that
are being reported on, a characteristic found in all reports on Salesforce. For
example, click the name of any merchandise record listed in the report to view
its detail page.
A report folder's sharing settings determine who
can do what with reports in that folder. Click next to the folder in the
Reports tab and click Share. You can
give people three levels of access: Viewer, Editor, or Manager.
**This document is referred from salesforce help tutorials