Creating & Editing Reports
In order to create and edit reports in Salesforce, you need to ensure you have the correct access level. This is configured by your Salesforce Administrator.
Each report that's created needs to be assigned to a folder. Therefore, you need to have access to the correct report "folder".
Finally, the best way to create or view a report is when you're using the Salesforce Lightning UI - not the Classic UI.
1. Searching for an Existing Report
- Click on the "Reports" tab along your navigation bar (image 1)
- You can search for the report using the Search box at the top of the page (image 2)
- If you can't find the report using the Search function, click on "Folders" on the menu on the left-hand-side of the page (image 3)
- Open up the correct report folder and you'll find the report there (image 4)
2. Creating a New Report / Editing an Existing Report
You can create a report for whichever object (function) you like in Salesforce. E.g. "contacts with accounts" or "courses with attendees".
- Click on New Report (image 1)
- Select the report type using the menu on the left-hand-side or to the right as shown in image 2
You need to update the report filters so that you restrict the report results to only the data you want to see. Each report filter represents a field in Salesforce associated with that object (e.g. the Account fields).
- Click on the Filters header (underlined in blue) - image below
- Click on the filter you want to edit (e.g. you need to change "My Accounts" to "ALL Accounts" - image below
- Edit the other filters as required
You can add additional filters / criteria by clicking on the "Add Filter" box (see below) and selecting the correct field you want to add criteria against:
Adding / Removing fields from a report:-
You can select what information you want to see on the report by adding or removing fields to it.
- Removing Fields: Click on the drop-down arrow next to the column header and select Remove Column:
- Adding Fields: Click on the Fields side-bar (circled below)
- Start typing the first few letters of the field name in order to bring it up (see below)
- Double-click on the field name to add it to the report
Note: The fields are sorted by Salesforce object name (e.g. Account / Contact etc.)
3. Adding a Chart to a Report
You can add a chart to a report (e.g. a pie-chart or a graph) if you want to. This is a good way to show a report summary.
In order to add a chart to a report you'll need to add "Groupings" to it. This is known as summarising values/data at column-header level.
- Click on the drop-down arrow next to the appropriate column you want to summarise
- Select Group Rows by This Field (see below)
- Click on Save As (see below)
- Give the report a unique name and make sure you save it under a folder you have access to (see below)
Note: If you save the report under your "Private" folder, nobody else can view it.
- Click on Add Chart (see below)
- Click on the cog (highlighted below) to select / change the report type
You can also select what data you want to see at both the X and Y axis of the chart from here.