This article gives an overview of reports and some useful report features to explore.
Reports are used to access, display and share your Salesforce data. Data collected in reports can be visualised in dashboards.
This article provides an overview and links to detailed resources in Salesforce Help for how to:
- access pre-loaded reports
- customise report views with filters
- create your own reports
- favourite reports
- subscribe to reports
- export report data, and
- add a report as a tab on your navigation bar.
Access pre-loaded reports
Several pre-loaded reports will be available in your organisation's environment, some of which come standard with Lumary and others that may have been customised for your organisation.
To access these pre-loaded reports:
- On your navigation bar, click on the Reports tab.
- In the REPORTS menu on the left, under FOLDERS, click on All Folders. This lists the folders that contain reports of a similar type.
- Click on the text link of a folder name to open it. You'll see the list of reports included in that folder.
- Click on the text link of a report name to open it.
Customise report views with filters
Once you've opened a report, you can change your view of the data using filters. This includes things like limiting date ranges, showing more detailed rows, and showing or hiding charts.
Learn more about filtering in Salesforce's help article.
The data you'll see in reports may be limited by the permissions and sharing rules that control which records you can access in the system. For example, if you open a report containing data from client records, you may only be able to see the clients you work with.
Create your own reports
You can also create your own reports by following Salesforce's instructions.
Once you create your own reports, they're listed under the Created by Me option in the REPORTS menu.
Likewise, when other people in your organisation create their own reports, they can share them with you. These appear under the Shared with Me option in the REPORTS menu.
Favourite reports
If there are particular reports you use often, you can add them to your favourites for quick access within the Reports tab.
To add a report to your favourites:
- On your navigation bar, click on the Reports tab.
- Navigate through the REPORTS menu to find the report, but don't open it.
- Click on the drop-down arrow on the far right of the row.
- Select Favorite.
You can now access the report via the All Favorites option on the REPORTS menu.
Subscribe to reports
You can subscribe to reports to get notifications sent directly to your inbox.
For example, if there's a monthly report you need to monitor closely, you could have it emailed to you at 8:00 am on the first Monday of each month.
Refer to the Salesforce help article for how to subscribe to a report.
Export report data
You can also export report data to Microsoft Excel (.xlsx or .xls) files or comma-separated values (.csv) files for flexibility in working with your data.
Refer to the Salesforce help article for how to export a report.
If you use a particular report regularly, you can add it to your navigation bar for quick access.
- On your navigation bar, click on the Reports tab.
- Find the relevant report and open it by clicking on the text link of the report name.
- On the Reports tab, click on the drop-down arrow.
- At the bottom of the drop-down menu, click on + Open “...” in New tab (the report name is shown between the quotation marks).
- On the new tab where the report opened, click on the drop-down arrow, then select + Add “…” to Nav Bar (the report name is shown between the quotation marks).
Check out Salesforce's reports page for more information and instructions for working with reports.