Learn How to Create a Report in Salesforce the Right Way

There are many things your business can achieve with Salesforce CRM. This is why many so enterprises us it. Primarily designed to increase sales and marketing Salesforce also helps to reduce the cost and effort spent by both departments. However, you can only achieve these benefits once you learn how to use the software for your unique business needs. One activity that you must learn is how to create reports in Salesforce.

This then, is a tutorial article. In this tutorial, we are going to learn how to create a report in Salesforce. This requires first the creation of custom reports, which is done through a very self-explanatory wizard available with most versions of Salesforce.

The tutorial is below but first some explanation: 

Keeps you ahead of your game

Salesforce is unique and can be optimized to generate several kinds of reports including daily, weekly and monthly schedules. Unlike conventional quarterly reporting, this tool allows you to view reports about all aspects of your business on a daily basis. This keeps your decision making ahead of the game as you will be able to make wise decisions. You can also use Salesforce integration patterns to synchronize data from other business packages you are using.

Discovering How to Create a Report in Salesforce is easy

Without tools like Salesforce, generating reports is a tedious and time consuming task for your sales and marketing team. Fortunately, Salesforce makes everything simple and achievable using a simple button click. Once you have the data and fields updated the way you prefer, generating the report is simple and can be done a few at a time.

Reporting Can also be Used to Enhance Efficiency

From Salesforce reports, your sales and marketing teams can identify any problem within the system, or their entries and records. Reports are an easy way to detect discrepancies and errors or process problems. It is very important to generate reports in Salesforce if you want to harness the full potential of the package. Through reporting, you will be able to enhance the efficiency of the software.

 

There are many other benefits of learning how to create a report in Salesforce. If you want to avoid using up a lot of resources and wasting your employees time, then Salesforce is your best bet. It will prevent you from making the kind of simple and nagging errors and mistakes that can deep six a team’s productivity. You can also schedule Salesforce to generate reports for specific types of of information and areas at given times which will further increase the convenience and efficiency that Salesforce prides itself on.

 

Let’s see How to Create a Report in Salesforce

Before we begin, be sure you do have the following permissions, as report creation is the first step: “Run Reports”, “Schedule Reports”, “Create and Customize Reports” and “Report Builder”. Also, be sure you have the permissions: “Manage Reports” and “Manage Dynamic Reports”.

How to Create a Report in Salesforce – Best Practices

Step 1 – Create the custom reports which contain the data which you wish to display on your report. Use the wizard for custom reports to do this. Be sure to store these reports in very specific folders that your intended report viewers have permission to access, otherwise they will not work.

Step 2 – Click the “Reports” tab.

Step 3 – Click “Go To Reports List”.

Step 4 – Click “New Report” to create your new report, or click the name of an existing one from a list to modify it.

Step 5 – Use the wizard interface to customize your report (design wisely), and then click “Save”.

This is all there is to creating these, and while custom reports was only glossed over in this, there’s really nothing to say about them. You can import custom reports from other sources such as Crystal Reports, Microsoft Office, OpenOffice and similar software, through the wizard. You might be interested reading how to customize salesforce as well.

Conclusion

When you learn how to create a report in Salesforce remember that the permissions are very important for storing these reports in a manner that is visible to the users intended to view the report. Also, there is something to be said for being simplistic and efficient with the design of a report, as information overload or odd layouts can cause calamitous things to happen if general users are expected to make much in the way of sense out of the report interface.

We may talk in the future about how to create a report in Salesforce and ways to integrate Apex into these devices as information and support for it becomes available from Salesforce themselves.

 

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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