O'Reilly logo

Salesforce Platform App Builder Certification Handbook by Siddhesh Kabe

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Creating a report

We can create custom reports on the standard and custom objects. To create a report, navigate to the Reports tab in the Sales application.

Creating a report

Creating a new report

To create a new report, click on the New Report button to open the advance report builder.

Selecting a report type

When we open the advance report builder, the first step is to select a report type. A report type is a Salesforce object along with a related object that determines the data that will be displayed on the report. We can also define a custom report type.

Selecting a report type

Choosing a ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required