Skip to main content

 

 

DealerTeam

How to Create a Report

Goal

A report is a list of records (like Sales Ups or Deals) that meet the criteria you define. To get the data you need, you can filter, group, and do math on records.

After reading this article you will be able to

  • Navigate to the Reports page
  • Create a new Report
  • Add a Group
  • Add a Column
  • Edit Filters
  • Save the Report

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for the Lightning Experience.

 

Step One: Navigate to the Reports Page

  1. Click the App Launcher icon.

How to Create a Report- App launcher.png

 

  1. Enter Reports in the search area.
  2. Click the Reports link.

How to Create a Report- report navi.png

 

Step Two: Create a Report

 

Note: In this demonstration we will be creating a report on all Deals with Sales Ups within the last month grouped by Sales People.

 

  1. Click the New Report button.

How to Create a Report- New report bttn.png

 

Choose Report Type

  1. Type Sales Up (all) with Deal in the input field.
  2. Click Sales Ups (all) with Deal.
  3. Click Continue.

How to Create a Report- report type.png

 

Report Creator

The Report creator consists of (a) Outline, (b) Filters, (c) Fields, (d) Groups, and (e) Columns.

Component Function
(a) Outline Outline contains the Groups and Columns
(b) Filters The criteria in which data is selected
(c) Fields Every related field for reference
(d) Groups Sort data by specific groups
(e) Columns The fields that appear in the report

How to Create a Report- report creator.png

 

Group

  1. Enter Owner in the add group input area.
  2. Click Owner: Full Name under Deals.

How to Create a Report- group.png

 

Column

  1. Enter Created Date in the Add column input area.
  2. Click the Sales Up Created Date.

How to Create a Report- column.png

 

The field will appear as a new column.

 

How to Create a Report- column.2.png

 

Filters

  1. Click the Filters tab.
  2. Click the Show Me filter.
  3. Click the dropdown.

How to Create a Report- Edit filter.png

 

  1.  Select All Sales Up.
  2. Click Done.

How to Create a Report- Edit filter.2.png

 

  1. Click the Date filter.
  2. Set  the Date field to Created Date.

How to Create a Report- Edit filter.3.png

 

  1. Set the Range field to Custom Date for the Previous month.

How to Create a Report- Edit filter.4.png

 

  1. Click the Apply button.

How to Create a Report- Edit filter.5.png

 

 

Step Three: Save the Report

  1. Click Save & Run.

How to Create a Report- save and run.png

 

  1. Fill out *  required field
  2. Click Save.

How to Create a Report- save.png

 

What's Next