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Salesforce Lightning Reporting and Dashboards by Johan Yu

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Hands-on exercise for creating a Summary report

Let's consider a use case: Show all accounts group by Account creation by Calendar Year and by Account Owner, follow these steps for this hands-on exercise:

  1. Navigate to the Reports tab and click on the New Report button.
  2. Select the Accounts Report Type and click on the plus sign under the Accounts & Contacts category.
  3. Click on the Create button to continue.
  4. Change Show to All accounts.
  5. Change the Date Field Range to All Time.
  6. Change the report format from Tabular to Summary:
  1. Click on the Add button in Filters and continue with the following actions:
    • Select Type from the list of available ...

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