Financial Services Cloud - Alternative Solutions Consulting

There are four different types of reports you can create in Salesforce. Each type of report is best suited for showing different types of data in different formats. When deciding which type of report to create, you should start with understanding the goal value you’re trying to discover or communicate through the reports.

The four types of Salesforce reports are Tabular, Matrix, Summary, and Joined. They will allow your Salesforce administrator to pull, send, and review the data in your Salesforce account in different formats. Below, we’ll expand on what each type of report is and how it displays the data.

Financial Services Cloud

What is a Salesforce Report?

A Salesforce report is a list of data generated based on predefined criteria. They can be displayed in either rows or columns and be public, shared, hidden, and read-only or with write access. The benefit of reports in Salesforce is being able to quickly and easily understand the data within the system. With that data, your business can make informed decisions about what new products or services to build and how to communicate with your customers more effectively.

For example, consider a business scenario in which a company sells manufacturing equipment. They have a list of past customers that have purchased the equipment but may return for yearly maintenance or parts. They also are continually receiving new leads that their sales team is calling on and building relationships with. It’s possible to build a report in Salesforce that can show the annual continuous revenue of past customers, and also a report to see new leads, and their progress through the sales funnel, along with projected revenue. Business analysts can use these reports to find common data points in the company’s highest revenue-generating customers and design new customer relationship-building programs to improve those relationships!

Tabular Reports

Tabular Reports are the most simple type of Salesforce Report. They show your data in rows and are most effective when your goal is to export it. Tabular Reports shouldn’t be used when you want to manipulate data in any way like present totals, calculations, or groups of data.

Matrix Reports

Matrix Reports are a step more complicated than Tabular Reports where they can show data in rows and columns. They can be used to see different totals from your data and are effective when your goal is to display a huge amount of complex data.

Summary Reports

Summary Reports in Salesforce are the most commonly used reports and are designed to show groups of data. With summary reports, you can group data by different accounts, and then do calculations to see totals, maximums, minimums, and averages. These reports allow you to easily see which accounts are bringing in the most revenue and which products or services they’re purchasing the most.

Joined Reports

Joined Reports in Salesforce give you the ability to create two separate reports and compare their individual data. It’s not as commonly used, but can be effective when trying to learn distinct differences between accounts. 


How To Create A Report in Salesforce

Creating a report is quick and easy. After your desired report is created, you can set it in your dashboard to have quick access to the information on any of your custom business analytics. The steps to creating a report are below.

  • Navigate to the Reports tab in your Salesforce account and select “New Report.”
  • Select the “Property” object and click “Create.”
  • Choose which Properties, Fields, and Filters you want within your report.
  • Choose the type of report you want to create.
  • Click ‘Save’ to save your report within a specified folder.
  • After saving your report, click ‘Run Report’ to create your report!

Creating custom reports and designing your workflow in Salesforce can get complicated. Here at Alternative Solutions, we have helped hundreds of clients design and optimize their business workflows with Salesforce. We are a team of Salesforce administrators and experts, so please feel free to contact us with any questions.

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