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Salesforce.com Customization Handbook by Sagar Pareek, Rakesh Gupta

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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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