Introduction
In this blog, we will learn how to create simple reports, which show Salesforce data with different functionalities, including filter and sort.
Here are the steps:
Login into your Salesforce developer edition (Org.).
Step 1
Open the App Launcher then search "Reports", hit Enter, and you see a Reports item in the left side menu. Click on Reports link.
Step 2
After clicking on Reports, a new screen will open with all Reports. On this page, click New Report button (Right Side).
The New Report button will ask you to choose a report type. Choose a Report Type that you want to create and click on Continue button.
Step 3
After that we can see the record of the selected report type. Here you can see, the report shows all records available for that report type.
On this page, you can add any columns you like to add to your report. You can also set your filter and other options.
Once you are done, save the report. The Save Report option will also you to provide a Report Name, a unique name, and a report description.
Provide the details and click on the Save button. Your report is saved.
After saving the report, click on the Run button in right side. This will run the report and you will see the data you've selected in the previous options.
Your report has been created successfully.
In my next blog, I will discuss how to add reports to a Dashboard.
Thanks.