Choose a Report TypeĬhoosing a report type ultimately means choosing the fields and records that will be displayed in the report.įor instance, if you create an ‘Opportunities’ report, you will gain access to fields and records such as ‘Stage’, ‘Amount’, and ‘Type’. To check out the lightning report builder guide, move on to the next heading. NOTE: This guide applies only to users that are creating reports in the Classic report builder. We will explain each step in-depth so you can get your report builder up and running in no time. While creating reports is immensely easier through the Salesforce report builder, you will still have to learn how to operate this advanced tool. How to Create a Report with Salesforce Report Builder This may sound confusing at first, so we will explain the whole process in detail in the following headings. The results would be individual employees and the fields would include their personal information (name, title, start date, etc.). Now, let’s say that an HR manager needs to create an employee report. For example, if we look at a report as a table of information, the columns would be the fields, while the rows would be the results. These fields are an innovative addition since they can be used to describe reported results. The creation process is very straightforward – you select a report type, report format, and then customize the fields that will be included in the report. This tool is especially useful for busy agency owners and executives that don’t have enough time to build reports from scratch. After building a report, you can customize and filter the data included and then export the report to other members of the company. The Salesforce report builder is an advanced tool that incorporates drag-and-drop features to make the reporting process in companies quicker and easier. $0/month, no credit-card required, free-forever version Free Signup.API Documentation How to connect your tools and data to Databox.Help center Need help using Databox? Here are resources to get you started.Training Courses Take control of your company’s performance with our free course on the Predictable Performance Methodology.Dashboard Examples Hundreds of dashboard templates to help you start tracking performance.Become a Partner Learn how your business can become a Databox Partner.Partner Directory Work directly with a Databox Partner.Become a contributor Participate in our reports and get to showcase your expertise and business to a massive community.Newsletter: Move The Needle Improve your company’s performance with our best insights, benchmarks, and trends.Podcast: Metrics & Chill Drive predictable growth every year with lessons from proven B2B leaders.Case Studies See how other businesses are improving performance with Databox.Blog Dive into all things business analytics, KPIs, and Databox.
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