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Most people do not understand the knowledge of this article "how to create Salesforce report", so the editor summarizes the following content, detailed content, clear steps, and has a certain reference value. I hope you can get something after reading this article. Let's take a look at this "how to create Salesforce report" article.

One. Brief introduction of report form

A report is a set of data display, users can customize the rules, only the data that conforms to the corresponding rules will be displayed. The report function of Salesforce is powerful, including filter criteria, grouping display, chart display and so on.

At the same time, each report has a master object and more or less related items (related objects). For example, in the default report type provided by the system, there are "contacts and customers". Here, "contact" is the main object, and "customer" is the object related to the main object.

The dashboard is a list interface that can graphically display the data in the current system. The dashboard consists of different components, each of which is a visual display of a report.

Both reports and dashboards can be saved by folder. Users can set user permissions individually for each folder.

Two. Report editor

A graphical report editor is provided in Salesforce to set the properties of the report and run the report. I have to say that this is the most convincing thing about Xiao Meow!

Let's learn how to use the report editor!

First of all, when we log on to the main page, we can see the words like this. If not, you can look for it in the plus sign below.

Click the report link, you will go to the report and dashboard page

Click the New report button to view the type of report you want.

After selecting the type, we can click the create button below to create the report.

On the left is the fields section, from which the user can directly drag the fields to add to the report.

The upper right half is the filter section, where users can set rules, and only data that meets the rules will be displayed in the report.

The lower part on the right is the preview section, which directly displays the results of the report, and the preview is updated automatically after the user makes changes.

Use a filter to add filter criteria

In the filter section, click the add button, and a row of filter criteria will be automatically added to the blank part of the filter.

In the filter criteria section, you can set the fields to be filtered, the comparison criteria (equal to, not equal to, include, greater than, less than, and so on), and the values to be compared.

Of course, what we need most of the time is multi-conditional filtering, so we can click the add button next to the filter and continue to enter our criteria.

Tip: drag and drop can be used in Salesforce reports. Although I don't know whether other reports are OK, but anyway, this function is quite practical!

Use a filter to change the filter logic

By default, the logic between all filters is "and" (AND), which means that the results of the report need to meet all filter criteria.

Change the filtering logic of the filter

In the filter section, click the small arrow to the right of the add button and select filter Logic from the drop-down menu

Above the filter criteria, an edit box for the filter logic appears

The numbers (1, 2) in the filter logic edit box represent the existing filter criteria, changing "AND" to "OR"

Click the OK button and you can see that the result of the preview becomes three lines of data. These three rows of data either meet filter condition 1 (name contains "se"), filter condition 2 (job contains "CFO"), or all meet

Run the report

After querying the data we need, we can click to run the report and display our report!

The above is about the content of this article on "how to create Salesforce reports". I believe we all have a certain understanding. I hope the content shared by the editor will be helpful to you. If you want to know more related knowledge, please pay attention to the industry information channel.

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