Table of content
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Step By Step
Creating a Report•David wants to prepare a report so he goes to the tab Reports. •David clicks on New Report. |  | ||
Selecting the Report Type•David is transferred to the Create New Report page. •Now he can choose from a number of Report Types
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•As David wants to create an Opportunity report, he types “Opportunities” in the search box. •He is presented with the search results: all reports with Opportunities in the title. |  | ||
•Then, he selects Opportunities from the search results list. •David clicks on the Create button. |  | ||
Familiarizing with the Report page•David has opened the page where he can start creating his new Report. •The page consists of 3 parts: a panel to add fields, filters and the preview of the result |  | ||
Adding fields to his Report•First, David will clean all of the fields that he does not need. As he wants to make a Report on Closed Opportunities by Opportunity Owner he will only keep the Opportunity Name, Opportunity Owner, Account Name, Closed Date, Probability and the Stage. •He drags and drops the fields from and to the Fields Panel to add or remove them.
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•Another way of adding fields is by double-clicking on the fields. •David searches for and double-clicks on the Expected Yearly Revenues field to add it automatically. |  | ||
Familiarizing with the filters•Now that the report includes all the fields David wanted, he will refine the output by applying filters. He would like to get only the weeklies from the Happy Chocolate account. •He goes to the filter zone and there he has some options to choose from. |  | ||
Defining Report filters•David clicks on the Add button in the Filters section in order to add a filter. •A new line appears. |
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•David creates a filter to narrow the Opportunities Report down to the Closed ones. •In the filter he selects Stage – equals – and clicks on the lookup field. |  | ||
•He selects all the stage that are Closed and clicks on Insert Selected. |  | ||
Previewing the Report•Now, he is able to see the results in the preview section. |  | ||
Grouping the Report by field•David wants to group the Report by Opportunity Owner. •In order to do this, he clicks on the arrow next to the Opportunity Owner field and clicks on Group By This Field. |
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| •David can see the result in the Preview section. |  | ||
Saving the Report•David sees that the report is correctly created. •Now, he would like to save it in order to be able to re-run it later. •He clicks on the Save button. |
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•The Save Report window opens and David will enter a Report Name and select a folder to save the report in. •It’s always recommended to save the report in the folder “My Personal Custom Reports” before saving it into another shared folder
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•David enters “Closed Opportunities by Owner” as the Report Name. •He chooses where the report should be saved. He selects the Report Folder “My Personal Custom Reports”. •Then he clicks Save. |  | ||
Exporting the Report to an excel file•Now, David would like to export the report into an excel file •He clicks on Run Report to run the report on the whole database (please note the preview is not always complete, it is limited to a number of lines). •Then David clicks on the button Export Details. | | ||
•He is transferred to a new window called Export Report. •He clicks on the Export button. |  | ||
Viewing the Report in the excel file•He now has an excel file with all the data available from Salesforce. |  | ||
Exporting the Report to an excel file•David can also get a printable view of his report. For this, he clicks on Run Report to run the report on the whole database. •Then David clicks on the button Printable View. |  | ||
Viewing the Report in the excel file•The result is a more presentable table to print or show, but less easy to work with in Excel. |  | ||
Subscribing to a report•David wants to receive automatically the report by email. To achieve this, he clicks on Subscribe. |  | ||
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Wanting to schedule a report•David wants to receive automatically the report by email. To achieve this, he clicks on Subscribe. |  | ||
Scheduling the sending of the report
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