Create Reports Salesforce Lightning | Full Tutorial | 2022

Introduction

In this tutorial, you'll learn how to create custom reports in Salesforce Lightning. This step-by-step guide will help you navigate the reporting features within Salesforce, allowing you to generate insightful reports tailored to your business needs. Whether you're a beginner or looking to enhance your reporting skills, this guide will provide you with the necessary tools to succeed.

Step 1: Navigate to the Reports Tab

• Log in to your Salesforce Lightning account.
• In the top navigation bar, locate and click on the Reports tab.
• If the Reports tab isn’t visible, click on the App Launcher (grid icon) and search for "Reports".

Step 2: Create a New Report

• Click on the New Report button.
• A panel will open, prompting you to choose a report type.
• Select the report type that best suits your needs (e.g., Accounts, Opportunities, etc.).
• Click Continue to proceed.

Step 3: Customize Your Report

• Use the report builder interface to add fields:
  • Drag and drop fields from the left sidebar into the report grid.
  • You can also use the Filters panel to refine your data.
• Adjust your report layout:
  • Click on the gear icon for options like sorting and grouping.

Step 4: Add Filters

• In the Filters pane, specify the criteria for your report:
  • Use standard filters like date range, owner, or specific field values.
  • Ensure that the filters align with the data you want to display.

Step 5: Format Your Report

• Click on the Format option to adjust how your report will look:
  • Choose from summary, matrix, or tabular formats.
  • Adjust column widths and styles as needed to enhance readability.

Step 6: Save and Run Your Report

• Once you are satisfied with your report, click on the Save & Run button.
• Name your report and add a description for future reference.
• Decide on the report folder where you want to save it.

Step 7: Share Your Report

• To share your report, click on the Share button.
• Choose the users or groups you want to share it with and adjust their permissions accordingly.

Conclusion

You've successfully created and customized a report in Salesforce Lightning. By following these steps, you can generate reports that provide valuable insights into your business operations. As a next step, explore additional features like dashboards to visualize your report data or dive deeper into advanced reporting options to further enhance your analytical capabilities.