There are many great things that you can do with Salesforce. It can be a great solution for you who want to manage your own business and your customers’ responses easily. This article is going to teach you about creating reports in Salesforce. After reading this Salesforce training material, you should be able to create a new report in this system easily. You can simply follow some of these useful tips below, especially when you want to get all benefits from your report. You can use its report builder that has drag-and-drop tool, in order to help you get access to your data quickly.
Benefits of Creating Reports in Salesforce
a. Manage all data in your system
This is the most important thing that you should know about creating your reports in Salesforce. This system has good ability to handle all important data and details from your project. If you plan to grow your business quickly, you should learn about how you can manage all necessary data from your company as soon as possible.
b. Save your report to the cloud storage
Working with a lot of information and data can be challenging for most people these days. It can be the best time for you to save all essential details from your company regularly, so you can get access to all of these details at anytime you want. Salesforce provides additional storage space on the cloud for all customers. Once you save your report to the cloud storage space and understand how to schedule a report in Salesforce, you are going to upload all complete reports to the server easily.
c. Accelerate the monitoring process
This is another good benefit that you can get from making any reports in Salesforce. It is highly recommended for you to make any reports in Salesforce system regularly, so you can accelerate the monitoring process in your company. This monitoring process is very useful to help you improve your own business growth and development easily. You can use all saved reports in the Salesforce, especially when you want to grow your own business quickly.
How to Create Reports in Salesforce
1. Choose the right report type and format
It is one of the most important things in creating reports in Salesforce. It is very important for you to select the right report type and format. There are some important details that you should setup, for example summary, tabular, joined format, matrix, and any other essential things from your format. You should choose the right report format that is good enough to capture all necessary data or files from your project. It is recommended for you to keep your report format as simple as possible, so you can get all benefits from your report.
2. Create a new report
When you don’t have any existing reports in the system, you can simply start it by creating a new report. You should create a new report from scratch, in order to meet your exact needs in your organization. Some Salesforce versions allow all customers to customize the report based on your needs. You should learn about how to check Salesforce edition from its official website, so you can determine if you are allowed to make customized report in your account. You should group certain data and information in your rows or columns, in order to help you keep everything organized.
3. Summarize the report data
When you are looking for the best way in creating reports in Salesforce, you should never forget about this simple tip. It is a great idea for you to summarize the report data, so you can get the report result easily. When it is necessary, you may also want to make some formulas in your report. Some of these formulas are very useful to help you accelerate any calculations in your report. This step can be considered as the most important step in creating any reports in your Salesforce account. Therefore, this step should be done carefully and accurately.