03 - Creating New Reports (Questions (01 Report Type (What object &…
03 - Creating New Reports
The report builder is a drag & drop tool that allows you to customize existing reports or create new ones from scratch.
Groupings & summary fields
Preview up to 50 live records
Drag fields into filters pane to add filters
Drag fields into preview pan to add columns
01 Report Type
What object & related objects do you want to report on?
02 - Scope
Whose records do you want to see & for what time frame?
03 - Columns
What columns do you want to see?
04 - Format
Which report type?
05 - Grouping
Which fields do you want to group by?
06 - Summaries
Which numerical field(s) do you want to display as group subtotals & grand totals?
07 - Filters
What additional filters do you want to use to limit the records you see?
08 - Highlights / Charts
Do you want to display summarized data with highlights or using charts?
Provides simple listing of data
Same as tabular but with sorting & subtotaling of data.
Floating report headers
Enable this so users can view floating column headers & grouping summaries as they scroll through large reports.
Setup > reports & dashboards >Report & dashboard settings
Summarizes data in a grid against horizontal & vertical criteria.
Provides totals for both rows & columns
Group by date field
group dates by
from the group menu to specify the grouping time frame.