Overview

In this section, you will find some tips in order to select the report type you need.

Concerned profiles:

ALL

Table of content

Step By Step








•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.
•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 You must ONLY save your report in the folder “My Personal Custom Reports”
•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.

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