Chapter 17. Analyzing Data with Reports

In This Chapter

  • Defining reports

  • Creating reports

  • Exporting to Excel

  • 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 the information down, get it into a useful format, and then hopefully make sense of the data. By the time you've done all this, the information is probably already outdated, despite your best efforts.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, Salesforce does that work for you.

And unlike other applications where the business users often have to spend precious time relying on more technical people to build their custom reports, you can do this all by yourself in minutes, with no geeky programming. With an easy-to-use reporting wizard, you can customize existing reports or build them from scratch.

This chapter includes looking over the standard reports provided by Salesforce, building reports from scratch, and modifying existing reports to make them your own. Within a report, we take you through the different ways you can limit the ...

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