Salesforce Reports - Salesforce

What are Salesforce Reports?

Generating reports in Salesforce is not a very complex process. The reports are formed on top of one or more Salesforce objects. It has the elasticity of applying filters and joining data sets to create sophisticated reports. The interface is called the Report builder.

Go to the Reports icon in the left bar menu of the Lightning Experience Home Page. Follow the steps below to create a report.

Step 1

Click on Create New Report. Upon clicking, the resulting screen looks. We select Accounts and click Create.

Reports_1

Step 2

In this step, we describe certain settings for the report and get the subsequent rows. We select "My Accounts" from the dropdown Show. It fetches all the records possessed by the creator of the report. Following, we select the created date filter as All Time as shown below. We keep by saving the report with the name - Accounts report.

Reports_2

Step 3

Now, we will put on a filter to the above report. Click on the Add filter choice in the white space just below the date fieled filter. Select the field Billing State/Provinces. Select the equal to operator and type the value NY in the next text box. This filters out the row for NY as shown below.

Reports_3

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