Reporting Introduction

Creating Reports in Salesforce

  • Reports in Lightning are very different than Classic, with a more modern look and feel
  • Good way to create new reports is to clone an existing one

Creating Joined Reports in Salesforce

  • Joined reports allow you to join data together from multiple report types

Creating Custom Report Types

  • Creating a report with three related objects (Accounts, Contacts, Cases) will generally require creating a new Report Type
  • When creating a new Report Type, first we select the Primary (A: Accounts) object, then additional (B: Contacts, C: Cases)
  • Can select specific fields to be included in the report wizard, but in general it is best to leave all fields included
    • Can also specify which fields are selected by default when creating a new report from that record type

Lightning Experience Charts

  • Lightning Experience charts are available from List Views