Reporting Basics for Salesforce

If you are new to Salesforce, the reports can be a bit overwhelming. ESPECIALLY if you are used to working with spreadsheets. Often you have either too little data showing up in your reports, too much data showing up, or sometimes - the wrong data entirely showing up. The video below is designed to guide you through the absolute basics of creating a report.

We cover: 

  • Report types to determine which objects are displayed
  • Filters to determine which records are displayed
  • Columns to determine which fields are displayed
  • The difference between 'tabular' and 'summary' reports
  • As well as how to save and share a report so your colleagues can see what you are seeing.