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03 - Creating New Reports (Questions (01 Report Type (What object &…
03 - Creating New Reports
Report Builder
Explained
The report builder is a drag & drop tool that allows you to customize existing reports or create new ones from scratch.
Add
Filters
Charts
Groupings & summary fields
Features
Preview up to 50 live records
Drag fields into filters pane to add filters
Drag fields into preview pan to add columns
Questions
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?
Tabular
Summary
Matrix
Blocks (joined)
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?
Report Types
Tabular
Provides simple listing of data
Summary
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
Matrix
Summarizes data in a grid against horizontal & vertical criteria.
Provides totals for both rows & columns
Group by date field
Select
group dates by
from the group menu to specify the grouping time frame.