Standard report types in salesforce : In our previous salesforce tutorial we learned details on reports and Dashboards in salesforce. In this crm salesforce training tutorials we are going to learn about Standard report types in salesforce . We can access predefined reports that are provided by salesforce.com.
Advantages of generating reports in salesforce.
- Reports provide information about Accounts.
- Reports provide information about Contacts in salesforce.
- Reports provide information about opportunities.
- Reports provide information about forecasts.
- Reports provide information about products and sales pipeline.
- we can get organization’s lead information through reports.
when creating custom or standard reports in salesforce it is very easy to setup the report layouts. report layouts can be done by drag and drop feature.
Create new report folder in salesforce CRM.
Creating new report folder makes us to select reports and dashboards that are sorted in that specific folder. In salesforce CRM we can not save reports to standards folder so that we have to create new personal custom report folder .
In Reports and Dashboards we have many options like new report and new dashboard buttons , folder search box option, create new report folder and create new dashboard section, report search box option, reports and dashboards folder section, main report and dashboard list view section, recent Reports tab. All these options are used in Reports and dashboards.
New folders can not be created by every user in an organization. Using Create folder button we can create new reports and dashboards folder as shown below.
Select new report folder as shown above then we are taken to new page where wee have give all the details like Report folder Label and Folder Unique name.
Select Save button.
Successfully we have created Report Folder as shown above screenshot.
Report Types in salesforce CRM.
Report types are used to set rules for which records can be shown in reports. Selecting report types is very important in creating report.
In Salesforce CRM there are two different types of report types.
- Standard Report type.
- Custom report type.
Standard Report Types in salesforce
In Standard report types in salesforce provides large number of predefined standard report types.
Now create new reports in salesforce
We have 3 basic steps to create new reports in salesforce they are.
- Select Report Tab and click on new report button.
- Select the report type from the side bar then click on create button which is at bottom of he page.
- Finally customize the report and save it.
The above there steps are to be followed to create reports in salesforce . Now we are going to create new report in salesforce with these steps.
In our next salesforce training tutorials we create custom reports in salesforce.