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What Is Report in Salesforce?
What Is Report in Salesforce?
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3 Replies
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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.
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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.
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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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