There are different types of reports grouped into several categories:
| Category | Salesforce standard report types |
| Accounts & Contacts | – Accounts – Contacts & Accounts – Accou ... |
| Activities | – Tasks and Events – Events with Invitee ... |
| Administrative Reports | – Users – Reports – Documents Other Sale ... |
| Campaigns | – Campaigns – Campaigns with Contacts – ... |
What are Salesforce reporting objects?
By default, you get given various standard reports that Salesforce generates automatically for you. These reports link standard objects together like Accounts with Opportunities, Opportunities with Products, as well as reporting on Objects on their own, e.g. “Cases”.
How do I create a report type in Salesforce?
Setting up the report type is simple: First, choose the parent object as the primary object. Then, choose the child object as the related object. Be sure to specify the option for “Each “A” record must have at least one related “B” record.”
What are report types and how do I use them?
Report Types allow you to select which objects a Report Type looks at, starting with the Primary Object. Think of the primary object as the key output of your report. If you’re looking at the name of the Report Type, the Primary Object will be the first object listed.
What are tabular reports in Salesforce?
Tabular reports in Salesforce are the basic type of reports that display the desired data in rows, and look almost like Excel spreadsheets. If your goal is to simply list your data without grouping it or doing any calculations, or you want to export the report, this type is the most suitable one.
What are different types of reports in Salesforce?
Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
What are objects in Salesforce reports?
Objects: what Objects the report can see (e.g. Accounts, Contacts, Opportunities, etc.) Object Relationships: The overlap between the selected objects. Fields included in results. Fields checked by default: Which fields will appear on your new report automatically.
How many objects are in a report type Salesforce?
A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a report type, you can select fields via lookup from an extra 56 objects.
Where are report types in Salesforce?
Navigate to the report in question. Click Edit while viewing the report. In the upper, left corner of the report edit page, the report type in use will be displayed.
What are the different types of reports?
What Are The Different Types Of Reports?Informational Reports. The first in our list of reporting types are informational reports. ... Analytical Reports. ... Operational Reports. ... Product Reports. ... Industry Reports. ... Department Reports. ... Progress Reports. ... Internal Reports.More items...•
What are custom report types?
What are Custom Report Types? Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.
How many objects are in a report type?
Each report type must specify a primary object and may optionally include other related objects. Up to four objects may be linked in a report type. As an example, we will look at how to create a report type that will include only contacts who have activities associated with cases.
What is a primary object in Salesforce?
The name of the primary object is derived from the plural label field. The names of any related objects are derived from either the related list label field or the custom field that defines its relationship to the primary object.
What is a matrix report Salesforce?
Matrix reports are used when two different types of data need to be summarized alongside each other. They're used to check how one data dimension behaves against another one. Matrix reports allows users to group unrelated records by rows and columns.
What is a Salesforce object?
Salesforce objects are database tables that permit you to store data that is specific to an organization. Salesforce objects are of two types: Standard Objects: Standard objects are the kind of objects that are provided by salesforce.com such as users, contracts, reports, dashboards, etc.
Why is report type used?
A report type has two key functions: 1. The report type determines which records are included in a report. Report filters then determine which records are excluded from the report.
How do I find the object of a report in Salesforce?
From Setup, enter Report Types in the Quick Find box, then click Report Types. Select Reports as your primary object....The "Report Type" field will display one of the following:The name of the Report Type chosen in the report builder.The name you previously designated (if the Report Type is Custom)A numeric value.
Tabular Reports
Tabular Reports are the most simple type of Salesforce Report. They show your data in rows and are most effective when your goal is to export it. Tabular Reports shouldn’t be used when you want to manipulate data in any way like present totals, calculations, or groups of data.
Matrix Reports
Matrix Reports are a step more complicated than Tabular Reports where they can show data in rows and columns. They can be used to see different totals from your data and are effective when your goal is to display a huge amount of complex data.
Summary Reports
Summary Reports in Salesforce are the most commonly used reports and are designed to show groups of data. With summary reports, you can group data by different accounts, and then do calculations to see totals, maximums, minimums, and averages.
Joined Reports
Joined Reports in Salesforce give you the ability to create two separate reports and compare their individual data. It’s not as commonly used, but can be effective when trying to learn distinct differences between accounts.
What is a report type?
Report Types allow you to select which objects a Report Type looks at, starting with the Primary Object. Think of the primary object as the key output of your report. If you’re looking at the name of the Report Type, the Primary Object will be the first object listed. If you use the “Contacts & Accounts” Report Type, ...
How to see the needed objects in a hierarchy?
To see the needed objects, you have to start at the TOP of the hierarchy and determine how the connection between the objects flows “downstream”. For example, you can set the Primary Object as Accounts and set the secondary object as Opportunities because Opportunities look up to Accounts.
How many opportunities can an account have?
Think of it this way — an Account can have multiple Opportunities, but an Opportunity is only linked to one Account . 2. Object Relationships. Once you’ve selected your (maximum four) objects, the next step is to determine how your objects need to interact or relate to one another.
Can Salesforce field names be long?
As you know, some field names in Salesforce can get quite long and can take up a lot of real estate on your report. Or maybe you have fields that aren’t always labeled well for viewing them out of context (e.g. on a report instead of on a Contact detail page).
Can you add custom fields to a report?
New custom fields are not automatically added to your custom Report Types (at least for now). Be sure to edit your custom Report Types and add your new field to your list of fields available in your report results and then add the field to the actual report.
Can you add a new field to Salesforce?
A word of caution. When you create a new custom field in Salesforce, that new field will be added automatically to all applicable standard Report Type definitions. You will still need to add the field to your actual report. New custom fields are not automatically added to your custom Report Types (at least for now). Be sure to edit your custom Report Types and add your new field to your list of fields available in your report results and then add the field to the actual report.
Can you edit a Salesforce report?
Salesforce comes with numerous predefined Report Types, which is great, but sometimes they don’t give you quite what you need. As these predefined fields need to be maintained across all orgs, you can’t edit Salesforce’s predefined Report Types. You can, however, create a Custom Report Type where you not only get to define what you want ...
What is report type in Salesforce?
A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. By default, you get given various standard reports that Salesforce generates automatically for you.
Can you add fields to a report in CRT?
Fields are also automatically added when new ones are created on the object. However, with CRT you can add fields into the report from ANY related object. This is especially useful when you need to view fields that may not be needed on the object itself, but are key to reporting.
What are reports in Salesforce?
Each Salesforce report is a set of data displayed in rows and columns that you can group or filter by certain criteria. You can also visualize Salesforce reports as a chart, such as a bar chart, line chart, donut, etc. Here is what it may look like:
How to create reports in Salesforce
Let’s go through the flow of creating a standard report in both Salesforce Classic and Lightning Experience. After that, we’ll also show you how to create a custom report type in Salesforce.
Salesforce report formats
When building reports in the Lightning Experience, the report format is updated automatically.
Salesforce report types
Salesforce offers out-of-the-box templates for reporting called report types. Each template corresponds to a particular set of data and columns to order this data. There are different types of reports grouped into several categories:
Reporting outside of Salesforce – why you should consider this
Both standard and custom reports in Salesforce are suitable for simple analytics, such as pipeline analysis. However, they are not fit for more advanced analytical purposes, making forecasts, and blending Salesforce records with external data.
Are native Salesforce reports good?
There cannot be an exact definition of good or bad for Salesforce reports. You can use them for your basic reporting needs, and they are good for that. At the same time, Salesforce reports are limited in functionalities compared to Google Sheets or Excel, where you can implement complex calculations.
