Reports are important in any business.
Dashboards and reports in Salesforce offer solutions to the doubts that are important for a business or organization.
Benefits of Salesforce Report
The main benefit of utilizing a Salesforce report is the user can obtain and understand the data quickly and easily.
As the reports are displayed in rows and columns, they can be with write access or be hidden, shared, and be public access.
It helps the business in making informed decisions like how to interact with the customers effectively and what new services or products to create.
There are two types of reports in Salesforce. They are:
- Custom Report Types
- Standard Report Types
Types of Report Formats in Salesforce
The user can create four kinds of report formats in Salesforce. They are
- Joined Report
- Summary Report
- Matrix Report
- Tabular Report
Each report displays various kinds of information in unique formats.
If you are thinking about which kind of report to create, you have to first determine the goal of creating the reports and know what you wish to communicate or determine through the reports.
Points To Remember:
- Every report consists of the main object as well as one or several associated objects.
- The objects have to be associated indirectly or directly.
- After creating a report, it is not possible to alter its report type.
- There can be only four objects in the report.
Let us discuss each report in detail.
A single report that consists of blocks of associated data is called a joined report.
While using this report, the user can utilize five unique blocks to showcase five different kinds of information.
The user can create two or more reports and even review or compare the individual data.
Though it is not frequently used, it is helpful when trying to review unique differences between two or more accounts. Each block consists of unique sort order, filers, formulas, summary fields, and columns.
The joined reports are best to use to showcase data from several report types in different views.
One of the frequently used reports in most businesses is the summary report.
It mainly shows a group of information. The user can group information of various accounts and perform calculations to see averages, minimums, maximums, and totals.
It is recommended to use a summary report when you wish to develop a gradationally grouped report like sales organized in a quarter and then by year or when you need to subtotal as per the particular field’s value.
In this report, you can easily determine which services or products are purchased the most and which accounts are delivering more revenue to the business.
Matric report permits the user to group information as per by column and row.
It is possible to compare the associated overall data with the overall column and row.
It is a bit more complex than the tabular report. It is useful and effective if you want to showcase large complex information.
It can also be used when you wish to determine information of two unique dimensions that are not associated with the product and date.
One of the simplest kinds of Salesforce reports is tabular reports.
They showcase a list of information without the subtotals and in rows.
If you wish to export the data, you can utilize the tabular reports.
They can also be used when you wish to look at a group of items consisting of a grand total or need a simple list. Tabular reports are not suggested when you wish to deploy information in any form such as calculations, existing totals, or groups of information.