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Salesforce.com customization handbook
book

Salesforce.com customization handbook

by Rakesh Gupta, Sagar Pareek
September 2014
Intermediate to advanced
454 pages
9h 7m
English
Packt Publishing
Content preview from Salesforce.com customization handbook

Different types of reports

Salesforce provides various types of reports that you can use. The different types of reports are explained in the following sections.

A tabular report

A tabular report is used to display rows of records in a tabular format with the grand total. Let's take an example where you have to display all the opportunities that are created in this month with the grand total. To create a tabular report, follow the ensuing steps:

  1. Click on the Reports tab.
  2. Now, click on the New Report button. It will redirect you to a page where you have to select report types. In our case, we will select the Opportunity report types, and click on Create, as shown in the following screenshot:
  3. In the Date Field, select Created Date, and in Range, select ...
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Publisher Resources

ISBN: 9781849685986