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SFDC Reports: Analyze Data with Reports

Anonymous User 5575 24-Mar-2015

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 report.

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.

SFDC Reports: Analyze Data with Reports


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 Run Report.

That’s it. Your new report is ready to go!

SFDC Reports: Analyze Data with Reports


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.

        Click Run 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.

        Click Customize 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 SFDC Reports: Analyze Data with Reports 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

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