Report Formats in Salesforce

Types of Report Formats in Salesforce - All You Need to Know

What are the Report Formats in Salesforce?

A Salesforce report is a list of information produced dependent on predefined standards. They can be displayed in either rows or columns and be public, shared, covered up, and read-only or with write access. The advantage of reports in Salesforce is having the option to rapidly and effectively comprehend the information inside the system. With that information, your business can settle on informed choices about what new products or services to assemble and how to speak with your clients  more successfully.

 Reports can be created in four formats:

  1. Tabular Report
  2. Summary Report
  3. Matrix Report 
  4. Joined Report

1. Tabular Reports

Tabular reports are the easiest and quickest approach to take a glimpse at your data. Like a spreadsheet, they contain basically an ordered arrangement of fields in columns, with each planning with records recorded in row. While simple to set up, they can't be utilized to make groups of information and there are limits to how you can utilize them in dashboards. Thus, they're regularly best utilized for tasks like producing a mailing list.

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In the tabular report we can perform the following operations:

  • Sorting Records
  • Summarizing the fields (Sum |Avg| Min |Max values of a given field)
  • Bucketing Field : Creating  a new field whose values are generated based on the existing field in the report 
  • Show Details | Hide Details 
  • Printable view 
  • Export Details
    Note: Records on which report is built those records are exported.to export the details user profile should have permission of export reports.
  • Schedule Reports 
  • Limits: Maximum 200 rows 

2. Summary Reports

Summary reports are like tabular reports, yet additionally permit clients to bunch rows of data, see subtotals, and make diagrams. These will set aside some more effort to set up, however summary reports give us a lot more choices for getting sorted out the data, and are incredible for use in dashboards. 

Summary reports are the workhorses of reporting—you'll see that the greater part of your reports will in general be of this configuration.

In the summary report we can perform the following operations: 

  • Sorting the records
  • Bucketing 
  • Summarizing
  • Conditional Highlighting
  • Adding Chart
  • Schedule the reports 
  • Formules 
  • Export 
  • Printable View 
  • Subscribe

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3. Matrix Reports

Matrix reports grant you to bundle records both by row and by column. These reports are the most tedious to set up, yet they similarly give the most detailed perspective on our information. Like summary reports, matrix reports can have charts and be used in dashboards.

In the matrix report we can perform the following  operations:

  • Sorting the records
  • Bucketing 
  • Summarizing
  • Conditional Highlighting
  • Adding Chart
  • Schedule the reports 
  • Formules 
  • Export 
  • Printable View 
  • Subscribe

4. Joined Reports

Joined reports let you make various perspectives on data from numerous report types. In a joined report, information is arranged in blocks. Each square acts like a "sub-report", with its own fields, columns, arrangements, and filter. You can add a graph to a joined report. 

Note: If we need to join two report types the two of them ought to have the same primary object.

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