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Activity › Forums › Salesforce® Discussions › What Is Report in Salesforce?

  • Marziya

    Member
    February 3, 2020 at 1:34 PM

    Hii Sumit,

    A report is a list of records that meet the criteria you define. 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. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

  • Shweta

    Member
    February 3, 2020 at 1:36 PM

    Report : It is a list of records that meet the criteria you define. It give access to Salesforce data. Every record stored in folder.  Folder can be public, hidden, shared, and can be set to read-only or read/write.

    Type of report formats :

    • Tabular Report : Use this format when you want a simple list .
    • Summary Report : It provide a listing of data with groupings and sub totals.
    • Matrix Report : It allow you to group records both by row and by column.
    • Joined Report : Use this report to group and show data from multiple report types in different views.

  • Ayush

    Member
    February 3, 2020 at 1:45 PM

    A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart.

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