Day 8 | Salesforce Bootcamp 2023 | Report | Tabular, Summary, Matrix Report | Filter | Report Chart

Introduction

This tutorial will guide you through creating various types of reports in Salesforce, including tabular, summary, and matrix reports. You will learn how to filter data effectively and visualize it using report charts. This knowledge is essential for Salesforce professionals looking to analyze and present data effectively.

Step 1: Creating a Tabular Report

1. Navigate to the Reports tab in Salesforce.
2. Click on the "New Report" button.
3. Select "Tabular Report" as your report type.
4. Choose the object you want to report on (e.g., Accounts, Opportunities).
5. Click "Continue" to proceed.
6. In the report builder, drag and drop fields from the left panel into the report canvas.

Practical Tips

• Use tabular reports for straightforward lists of data.
• Limit the number of columns to ensure clarity and readability.

Step 2: Creating a Summary Report

1. Start by clicking on "New Report."
2. Select "Summary Report" as the report type.
3. Choose the relevant object and click "Continue."
4. Add fields as needed, similar to the tabular report.
5. To group data, drag a field into the "Group Rows" section at the top of the report builder.

Practical Tips

• Summary reports allow you to aggregate data, such as totals or averages.
• Consider grouping by important fields to gain insights.

Step 3: Creating a Matrix Report

1. Again, click on "New Report."
2. Choose "Matrix Report" as your report type.
3. Select the object and click "Continue."
4. Add fields to the report as before.
5. Drag fields into both the "Group Rows" and "Group Columns" sections to create a matrix layout.

Practical Tips

• Matrix reports are useful for comparing data across two dimensions.
• Ensure that the data is structured logically for better analysis.

Step 4: Applying Filters to Reports

1. In the report builder, locate the "Filters" pane.
2. Click on "Add Filter" to create a new filter.
3. Choose the field you want to filter on and set the criteria (e.g., equals, contains).
4. Click "Apply" to see the filtered results.

Common Pitfalls

• Be careful with filter criteria to avoid excluding important data.
• Test filters to ensure they yield the expected results.

Step 5: Adding Report Charts

1. Once your report is built, click on the "Add Chart" button in the report builder.
2. Select the type of chart you want to use (e.g., bar, pie, line).
3. Configure the chart details, such as the X and Y axes.
4. Click "Save" to finalize your report with the chart.

Practical Tips

• Use charts to provide a visual representation of your data for easier interpretation.
• Choose a chart type that best represents the data you are analyzing.

Conclusion

In this tutorial, you learned how to create tabular, summary, and matrix reports in Salesforce, apply filters, and visualize data with charts. Mastering these skills will enhance your ability to analyze and present data effectively. As you continue your Salesforce journey, practice creating different report types to deepen your understanding and application of these concepts.