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DealerTeam

How to Create a Report

Goal

After reading this article you will be able to

  • Navigate to the Reports page
  • Create a new Report
  • Add a Cross Filter
  • Add a  Field Filter

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

Step One: Navigate to the Reports Page

1. Click the all tabs + icon

2. Click Reports

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Step Two: Creating a Report

Note: In this demonstration we will be creating a report on all accounts where Dealerteam Admin is the owner and the accounts have Deals (Buyer Account) 

1. Click the New Report button

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2.  Type Account in the Quick Find  field

3. Click Accounts

4. Click the Create button

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5.  Select the group of accounts you would like to see from the Show field. Select All Accounts

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6. Filter criteria with the Date Field dropdown. Select Created Date

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7. Filter criteria with the Range dropdown

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8. Filter criteria with the From and To calendar fields

2.8.png

Step Three: Adding Filters

Field Filters

Field Filters refine the search associated with the fields

1. Click the dropdown icon on the Filters field

2. Click Field Filter

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3. To change field of the object select the first dropdown on the left. Select Account Owner

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4. To change the operator select the dropdown in the middle. Select Equals

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5. To filter criteria concerning the selected field and operator, type a value into the input on the right. Type DealerTeam Admin

6. Click the OK button

3.5 3.6.png 

Cross Filters

Cross filters refine the search with / without associated objects

1. Click the dropdown icon on the Filters field

2. Click Cross Filter

3.1.1 3.2.1.png

3. To change the operator select the dropdown in the middle. Select with

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4. To change associated object select the first dropdown on the right. Select Deals (Buyer Account)

5. Click the OK button.

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Step Four: Saving the Report

1. Click Run Report

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2. Click the Save As button

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3. Give the Report a Name

4. Click inside the Report Unique input field to auto-populate a unique name

5. Click the Report Folder dropdown icon and select the appropriate folder

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6. Click Save

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