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What is a Summary Report in Salesforce?
What is a Summary Report in Salesforce?
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3 Replies
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Summary reports in salesforce are those where the data is displayed in the form of summary format. Sorting, sum-total of data can be available in this report.
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Hi,
Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage andOwner. Summary reports with no groupings show as tabular reports on the report run page.
Thanks
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Hello,
Summary Report: Summary report is a little bit advanced report as compared to tabular report having a grouping of information with subtotals.
Summary reports are similar to Tabular Reports but these reports allow grouping of rows data. Rows data can be grouped up to four levels. Summary Report is the second Salesforce report format which allows users to group rows data which supports sorting and display subtotals
Thanks.
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