Report formats

The second option we have when creating a new report is selecting the report format. Here, we can choose between the following types:

  • Tabular: This is a simple list of records with fields displayed in columns, similar to a spreadsheet. This format cannot be used to group data or used with charts or within dashboards (unless you limit the number of rows):
Tabular report example
  • Summary: Similar to tabular reports, we can group rows of data (with subtotals) based on a given field and create charts on those groupings (for example, group cases on the Status field and read the subtotals for each status):
Summary report example ...

Get Salesforce Advanced Administrator Certification Guide now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.