This page provides detailed explanations of Salesforce reports, from basics to operation procedures and how to set up sharing.
Points to note when creating reports
Only items that you have permission to access are displayed
Custom report types can only be defined for related objects
Grouping is necessary to create a graph
How to set viewing and editing permissions for reports created in Salesforce
How to find pre-built reports in Salesforce
The difference between Salesforce reports and dashboards
summary
What is Salesforce Reporting?
Salesforce's reporting function allows you to job seekers phone number list narrow down data stored in Salesforce to only those that meet certain conditions and display them as tables and graphs.
By adjusting the filtering conditions, you can create tables and graphs that are useful in a variety of situations, such as sales analysis, creating customer lists, and preparing materials for presentations.
The reports you create can be used in your own work, and can also be shared with other users on Salesforce.
Main use cases for Salesforce reporting functions
In what situations is Salesforce's reporting function used? There are three main scenarios where it is used:
Sales data analysis
Build your customer list
Creation of various materials
Let's take a closer look at how the reporting feature can be useful in each scenario.
In-house data analysis
One of the main uses for Salesforce's reporting function is "analysis."
You can analyze data stored in Salesforce from various angles, such as by specifying conditions to narrow down the data, or by aggregating and graphing data that meets the conditions.
For example, it can be used to organize and summarize data based on the theme you want to research, such as "sales trends by month" or "average annual sales per person."
The report function can be used to analyze your company's past performance and current situation from various angles.
Build your customer list
You can also use the reporting feature to create a list of customers who meet certain criteria.
Using the report function, you can filter and list only customers who meet certain conditions from the customer information stored in Salesforce. For example, you can create a list of customers to target for sales and marketing measures, such as a "list of customers to send mass emails to."
A simple customer list can be created using the "List View" function, but the report function allows you to create customer lists by specifying more complex conditions, such as referencing information from multiple objects.
Creation of various materials
The report function is also useful when creating various documents such as presentation slides and reports.
Tables created with the report function can be exported in CSV or Excel format. By editing the exported data in a spreadsheet, you can create graphs to use in slides, documents, and other materials.
Even without exporting the report, you can share the report you created directly on Salesforce and have other members of the same department or people in other divisions view it as a document.
Two types of reports in Salesforce
A "report type" in Salesforce is a type of report that is differentiated based on the objects used. There are two types of report types in Salesforce: predefined "standard report types" and "custom report types" that are defined by the user . Let's take a look at the differences between them.
Standard Report Types
Standard report types are report types that are pre-built by Salesforce.
When you create a new report, you are presented with a list of standard report types to choose from, making it easy to create your report.
