Reports and Dashboards in Salesforce

  Reports and Dashboards:

Standard Reports and Dashboards:

1. Log in to Salesforce:

   • Open your web browser, access the Salesforce login page, and log in with your credentials.

2. Access Reports and Dashboards:

   • Click on the "App Launcher" (grid icon) and select the "Reports" and "Dashboards" tabs to access reports and dashboards.

3. Create a New Report:

   • In the "Reports" tab, click the "New Report" button to create a new report.
   • Choose the report type that corresponds to the data you want to analyze.

4. Report Criteria and Filters:

   • Define the report criteria by selecting the objects, fields, and filters you want to include in the report.
   • Set criteria such as date ranges or specific record types.

5. Report Format and Layout:

   • Customize the format and layout of the report, including grouping, sorting, and summarizing data.
   • Choose the report format (tabular, summary, or matrix) and select display options.

6. Run and Save Reports:

   • Run the report to view the data according to your criteria.
   • Save the report for future use, and specify the report folder and access permissions.

7. Create a New Dashboard:

   • In the "Dashboards" tab, click "New Dashboard" to create a new dashboard.
   • Select the report components (charts, tables, metrics) to include on the dashboard.

8. Dashboard Layout:

   • Design the layout of the dashboard by arranging and resizing components.
   • Add titles and text components to provide context and insights.

9. Run and Save Dashboards:

   • Run the dashboard to view a real-time summary of your data from reports.
   • Save the dashboard for quick access, and specify the dashboard folder and access permissions.

Customization for Reports and Dashboards:

1. Custom Report Types:

   • Create custom report types to access and report on custom objects and relationships.
   • In "Setup," search for "Report Types" and define custom report types.

2. Report Subscriptions:

   • Schedule report subscriptions to automatically email reports to specific users or groups on a regular basis.
   • Configure subscriptions within the report settings.

3. Bucket Fields:

   • Create bucket fields in reports to categorize and group data into custom ranges or categories.
   • Use buckets to analyze data more effectively.

4. Report and Dashboard Folders:

   • Organize your reports and dashboards into folders for better management.
   • Create custom folders and set access permissions in the "Reports" and "Dashboards" tabs.

5. Cross-Filtering in Dashboards:

   • Enable cross-filtering in dashboards to allow dynamic interaction between dashboard components.
   • Configure cross-filtering options when editing the dashboard.

6. Custom Chart and Graphs:

   • Customize charts and graphs on dashboards to display data in the preferred format.
   • Choose chart types and adjust display options within the dashboard component.

Customizing reports and dashboards in Salesforce CRM allows you to create tailored data views and visual representations, enabling you to gain valuable insights and make informed decisions based on your organization's specific needs and goals.