Salesforce is a powerful CRM tool, but it can be daunting to keep track of all the different types of reports. In this blog post, we’ll run through the different types of reports available in Salesforce, so you can choose the right one for your needs.
Introduction to types of reports in Salesforce
Salesforce is a CRM (customer relationship management) software that enables businesses to manage their customer relationships in an efficient and organized manner. One of the key features of Salesforce is its reporting capabilities, which allow businesses to generate reports on various aspects of their customer relationships, such as sales data, customer contact information, and so on.
Salesforce offers a variety of report types to suit different business needs. Some of the most commonly used report types are listed below:
-Tabular reports: Tabular reports are the simplest type of Salesforce report, and provide a basic overview of your data in a tabular format.
-Summary reports: Summary reports are similar to tabular reports, but provide additional features such as the ability to group data by certain fields, and to calculate summary statistics (such as sum, average, etc.) for numeric fields.
-Matrix reports: Matrix reports are similar to summary reports, but provide a more flexible way to group and summarize data. For example, you can create a matrix report that groups data by one field and then summarizes it by another field.
-Joined reports: Joined reports allow you to combine data from multiple objects into a single report. This can be useful when you want to generate a report that includes data from multiple Salesforce objects.
Salesforce provides a number of standard reports out-of-the-box, which cover different aspects of your data. These reports can be accessed from the Reports tab in Salesforce. The standard reports are:
Accounts & Contacts: provide information about your accounts and contacts, including name, owner, phone number, account type, industry, and more.
Leads: provide information about your leads, including name, owner, lead source, lead status, and more.
Opportunities: provide information about your opportunities, including name, owner, amount, expected close date, probability of success, and more.
Cases: provide information about your cases, including case number, status, priority, subject, and more.
Products: provide information about the products you sell
Salesforce summary reports show aggregated data, like a subtotal or average, for every record included in the report. This type of report is useful for seeing high-level data trends. You can create a summary report in Salesforce Lightning Experience and Salesforce Classic.
Matrix reports are similar to summary reports, but they show data in a grid format with intersecting rows and columns. They’re useful for comparing totals and subtotals side by side, and for seeing how data changes across groups. You can create a matrix report in both Lightning Experience and Salesforce Classic.
A joined report is a type of salesforce report that displays data from multiple reports as a single report. This is done by adding related reports to the joined report as “subreports”. When you add a subreport, you can specify which fields to display and how to link the data between the two reports.
For example, let’s say you have a “Contacts” report and an “Opportunities” report. You can add both of these reports to a joined report, and then specify which fields to display from each report. You can also choose how to link the data between the two reports, so that only opportunities associated with specific contacts are displayed.
joined reports are useful when you want to combine data from multiple salesforce reports into a single report. This can make it easier to find specific information or trends, as all of the relevant data will be in one place.
Dashboard reports are a type of salesforce report that allow you to see key data points and performance metrics in one place. Dashboard reports are highly customizable and can be tailored to show exactly the information you want to see.
Bucket field reports
Bucket field reports let you group together similar records. For example, you could create a report of opportunities, grouped by stage or product type. You can also use bucket fields to create custom summary formulas, like a sum of all opportunities in the “Closed Won” stage.
Forecasting reports show you how your sales pipeline is shaping up and help you predict future revenue. You can use forecasting reports to:
-See historical data for your opportunities, such as the number ofwon, closed, and lost opportunities over time
-Project expected revenue for your opportunities based on the current stage of each opportunity
-Create different forecast scenarios to compare, such as “Best Case” and “Worst Case”
-Add custom forecast types, such as probability-based forecasts or product category forecasts
-View charts that show a graphical representation of your forecast data
Custom Reports are based on report types. Report types determine the data relationship between the primary object and its related objects that you can include in your report. Available relationships depend on the standard and custom objects included in your report type. You can use a custom report type to:
-Create a new report, or convert an existing report to a custom report type.
-Add or remove fields from an existing custom report. This does not affect other reports based on the same report type.
-Include up to 20 related objects in yourreport. Fields from these objects are available for use in Filters, Columns, and Groups. To add even more related data to your reports, create a Joined Report.
Reports in the Salesforce1 Mobile App
In the Salesforce1 Mobile App, you have immediate access to all the reports you need to stay informed while you’re on the go. To see reports in the app, just click the Reports tab. Here are some of the different types of reports you can view in Salesforce1:
-Dashboards: Dashboards give you a quick visual overview of your most important data. They’re perfect for getting a high-level view of your business or zooming in on a specific metric.
-List Views: List views let you see key information about your records, such as the name, account, amount, and close date for opportunities. You can use list views to filter and sort your data so that you only see the records that are most important to you.
-Tables: Tables give you a detailed view of your data, including every field in each record. You can use tables to get a complete picture of your data or to find specific records that meet certain criteria.
-Matrix Reports: Matrix reports show data in a grid format, with rows and columns that intersect to create cells. Matrix reports are great for seeing how different fields relate to each other.
-Summary Reports: Summary report summaries allow you to group and total your data so that you can see trends and identify areas for further analysis.