Contributing

How do I view Reports in Salesforce lightning?

by Bobbi Devlin

How do I view Reports in Salesforce lightning?

Access your reports from the Reports tab, and your dashboards from the Dashboards tab ( 1). You can build a new report or dashboard (2) right from this page by clicking New Report or New Dashboard. Create a folder by clicking New Folder.

How do I view Reports in dashboard in Salesforce?

Add the Report to a Dashboard

  1. Click Dashboards.
  2. Click New Dashboard.
  3. Create the dashboard: Name: My Discoveries.
  4. Click Create.
  5. Click. to add a dashboard component.
  6. Click the New Discoveries Report and click Select.
  7. Click. to select the gauge component.
  8. Set the four segment ranges at 0, 5, 10, and 15. Click Add.

Where is Reports in Salesforce?

It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder.

Where is the Reports tab in Salesforce?

From the App Launcher, find and select the Sales app. Click the Reports tab, then click New Report. From the Choose Report Type menu, search for and select Opportunities, and then click Continue. With the report builder open, click Filters to open the Filters pane.

What are reports and dashboards in Salesforce?

Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.

How do you access content use reports and create dashboards?

Create a Dashboard

  1. Click the Dashboards tab.
  2. Click New Dashboard… button.
  3. Name the dashboard as Construction and click on Create.
  4. Click the +Component button on the top of the page and select the Supplies report.
  5. Select the Vertical Bar Chart component and click Add.
  6. Click the Save button and then Done.

How do I view report data in Salesforce?

You can show or hide report details from either the run reports page or the report builder. When you hide details, individual records don’t display in the report. Groupings, summary formulas, and record counts remain visible. Highlight field values reports based on ranges and colors you specify.

How do I pull a report in Salesforce?

Most reports run automatically when you click the name.

  1. Click the Reports tab.
  2. Find the report you want to run and click the report name. If you’re already viewing a report, click Run Report to run it.

How do I open a report tab in Salesforce?

How do I show reports on the home page in Salesforce?

If you ever liked that then just do:

  1. Go to Setup | Customize | Home | Home Page Components.
  2. Click New on the Custom Components section.
  3. Select HTML Area and name it as ‘Reports’ and click Next.
  4. Select Component Position as ‘Wide (Right) Column’.

How do I allow users to view reports in Salesforce?

Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox . Regarding this, how do I provide access to reports in Salesforce?

What are the different types of reports in Salesforce?

Salesforce provides a powerful suit of analytic tools to help you organize, view and analyze your data. In Salesforce we can Create 4 types of report formats 1. Tabula Reports: Simple listing of data without any subtotals. This type of reports provide you most basically to look your data.

What are joined reports in Salesforce?

Joined Reports:Blocks of related information in a single report. This type of reports enable you to adopt five different blocks to display different types of related data. Each block can own unique columns, summary fields, formulas, filters and sort order. Use joined reports to group and show data from multiple report types in different views.

How do I add a report to a folder in Salesforce?

If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages. Choose a Public Folder Access option. Select an unfiled report, dashboard, or template and click Add to store it in the new folder. How do I pin a report in Salesforce?