![]() The report builder in Salesforce gives you the choice Total, Average, Min or Max. Any numeric property for an object can be added as a summary metric. For opportunities we might want to know the total value or average probability. Showing the record count (number of items) for each group is good, but often you’re interested in a different metric. ![]() Our example report now grouped by stage as well as created date: Up to 3 groups can be applied in a summary report - each group breaking down the data further. Grouping by stage means that each date grouping is now also broken into stage. Now imagine rather than just showing opportunities created by the West Coast US we wanted to break down these opportunities by stage. The report is now in the desired format and we can plot a chart of Opportunities by date created (example of summary format): If you’re interested in deal size for instance, rather than grouping by individual values like $5491, $5550, $5553 you might want to bucket these into $10,000 To change granularity for other values (such as dollar amount) you need to use Bucketing. Our report now filtered and grouped by Created Date would look like this (example of summary format): The default grouping is daily, but Salesforce gives control over grouping granularity with dates, so it can easily be swapped to weeks. This puts all the records with the same created date into their own group and gives us the record count for each day. In our case, we care about opportunities per week so we need to group by date created. Grouping tells Salesforce to look through your records and collect them together based on a particular property. If you’ve used Pivot Tables in Excel or Google Sheets, it’s a similar concept. To make the data useful you need to apply grouping. We can look at the total record count (how many opportunities there were in total), but really that’s it. Our filtered report would now look like this with the first and last rows hidden because they do not match the filter:Īt this point, our data is still not in a very useful format for analysis. We might also want to restrict the report to this month’s data. In our simple case the only filter we need to apply is to limit the report to show only opportunities created by the West Coast US Sales team. Salesforce reporting options Filteringįiltering allows you to control what records are pulled back in the report. By adding or removing columns you can control what information is shown for each record. The opportunities report we just created will look something like the example below.Įxample Salesforce report view (tabular format):Įach row is an individual record - a single opportunity. ![]() You might have your own custom objects you’re interested in too.īy default, Salesforce displays the records for this object in a simple table format (more on Salesforce reporting formats below). We’ll select ‘opportunities’ for our example, but other common options include leads, accounts and contacts. ![]() You need to first choose what type of object you want to report in Salesforce report builder. Imagine you want to track the number of opportunities your West Coast US Sales team is creating each week. ![]() Reporting is what makes your data useful. But getting that data into a useful format to answer important business questions requires some manipulation. Behind the scenes it’s just a database containing information about your leads, accounts, opportunities etc. Your Salesforce account offers a wealth of data. Lots of resources explain how to create various reports, but before you even create a report, it’s useful to wrap your head around Salesforce reporting tools and formats so you’ll understand what’s happening and why! However, if you’re just starting out, it can also be quite daunting. The Salesforce reporting feature is really powerful. ![]()
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