Salesforce For Dummies, 8th Edition

Chapter 22

Analyzing Data with Reports

IN THIS CHAPTER

Defining reports

Creating reports by using the Lightning Report Builder

Filtering reports effectively

Exporting reports

Organizing your reports

How much time do you waste every week trying to prepare reports for your manager, your team, or yourself? You have to chase down the information, get it into a useful format, and then make sense of the data. By the time you do all of that, the information is probably already out of date, despite your best efforts. Have you ever felt less than confident of the details or the totals?

If this sounds like a familiar problem, you can use reports in Salesforce to generate up-to-the-moment data analysis to help you measure your business. As long as you and your teams regularly use Salesforce to manage your Accounts, Opportunities, and other customer-related information, you don’t have to waste time wondering where to find the data and how to consolidate it. Instead, let Salesforce do that work ...