Don’t you just love it when you have to create a Salesforce custom report? or really any kind of document for an infrastructure? Especially when you have no technical or design skills
The answer is no. As a marketer, all you can do is groan, and anticipate several hours of frustration (that hopefully will result in a functional and aesthetically acceptable form). We’ve all been there, wondering why the company just doesn’t hire a web designer or programmer – on at least a consultancy level – to design that kind of thing.
Well, the universe isn’t perfect, but I can at least help make this situation bit less of a problem. I am about to show you how to make a Salesforce custom report, and how to easily go about ‘designing it’.
This custom report known as “Accounts with or without Contacts”, will show you how to design reports based on accounts – your main data source.
First, go to Setup, and select “Create/Report Types.” (Make sure this report design isn’t already there, since remaking it would be futile). Next, click the “Create New Custom Report Type” button. Select the Primary Object – which in this instance will be accounts.
Note that if you’re not reporting on accounts, you will use different primary objects. It all depends on the data set you’re reporting on. (Experiment with the others in your free time, and see what else you can come up with).
Next, label the report type, in this case, “Accounts with or without Contacts”. This is basically naming the template. Now, provide a description of the report type and purpose (up to 1,000 characters in length).
Then, store it in a category, in this instance, “Accounts and Contacts”.
Finally, set the deployment status to “Deployed.” This is to show that the report is available to users, and isn’t a prototype or a work in progress. (Even though you’ve yet to design it).
Now, you’ll be presented with the report designer. The first thing you want to do is relate your fields. Click on the dotted-border box labeled “Click to relate to another object”. For this example, select the contact object from the list.
Simply specify that “A” records may or may not have “B” records. This basically means that the account object may or may not have contacts associated with it. This is basically a filter of data to go into the report. Skip any further options for now – and click “Save”. You have just created a very simple report.
Salesforce custom reports are much easier to work with than a lot of other software such as Access, Platypus or CRM/office databases. Or, maybe you’re just a better designer than you thought. more reports imformation can be found in how to create a report in salesforce page.
You have just completed a very basic template, but you can design much more intricate custom reports in this software (with numerous relations and target objects). Use the basic knowledge you have learned here, and experiment. See what other relations and target objects you can get to work together. Eventually, you will be able to create all kinds of complex reports for many different purposes. Additional information regarding accounts is available on salesforce merge accounts page. Be warned – after you master this, everyone may think you’re a designer after all!