Chapter 17
Customizing Reports
In This Chapter
Customizing existing reports
Filtering your dataset
Zooming in or out on your data
Creating your own custom reports
Any Salesforce user — from the CEO with years of experience to the new support agent with one day on the job — should know the basics of Salesforce reports. Becoming familiar with the reporting platform and the various ways you can manipulate report criteria will empower you to get the data you need when you need it. With just a basic tutorial on Salesforce reports, you’ll never again be dependent on others to find the data that matters to you.
In this chapter, we take you step-by-step through the process of building your own custom report from scratch. Next, we show you how you can quickly change an existing report to display new data or to change the format. Finally, we show you some of the filtering and display options available for reports that enable you to work with your data on the fly.
Building a Report from Scratch
The first step to becoming self-sufficient with reports is to learn how to build your own with ...
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