To take this visualization to the next level you can utilize color to help further communicate the report results and make them easier to consume. Adding a chart to a report or creating a dashboard allows people to easily understand the business insights that the report is providing. You can also show your table in a dashboard component.Reports are a mechanism for gathering and correlating data. Show Report Data in TablesTo help readers scan for data easily, try hiding details and ranges, limiting the number of results shown, and highlighting with color. Charts can also appear in dashboard components. Use line charts to track changes over time, or a bar or pie chart to compare values at a point in time. They can help users get a feel for the data before they delve into the details. Charts appear just above the report table. Show Report Data GraphicallyTo help readers understand your data quickly and easily, show the data in chart form. In Lightning Experience, click Clone to clone the report.
Save Your ReportClick Save to update an existing report with recent changes, or Save As to clone the original report without changing it. Salesforce uses “smart” totaling when you run reports that include duplicate data in any of the columns chosen for summing or averaging. Smart Totaling in Reports“Smart” totaling means that duplicate data is counted only once in any subtotal or total. In summary and joined reports, you can also subtotal by multiple fields to give you cascading sets of information. You can group sets of information, sort the groupings, and compare subtotals for each set against the overall total. Subtotal Report ResultsSubtotaling your reports gives you a tool to analyze trends in the data. In summary and matrix reports, they also appear at the grand total level.
Summary fields show at all grouping levels. Summarize Your Report DataA summary field contains numeric values for which you want to know the sum, the average, or the highest or lowest.
It also lists custom summary formulas, which you can create, edit, and delete. Report FieldsThe Fields pane displays fields from theselected report type, organized by folder. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data.
For example, when editing a report you can drag multiple fields into the report, then create a grouping while those columns load.Ĭustomizing Reports Report builder is a visual editor for reports. Keep Working While Your Report Preview LoadsFor most actions, you can continue working on your report while the preview loads. For example, group opportunities by Close Date to see closed opportunities or group cases by product to see the number of cases for each product. Group Your Report DataGroup data in columns or rows in summary, matrix, and joined reports to display meaningful information.
Choose a format that’s complex enough to capture the data you want to show, but simple enough to communicate it effectively. For example, the Opportunities report type gives you access to Opportunity records and fields like Amount, Stage, and Type.Ĭhoose a Report FormatA report can use the tabular, summary, matrix, or joined format. Choose a Report TypeThe report type you choose determines which records and fields appear in your report.