How to Create Summary Reports in Salesforce

As a system admin, I worked on reports in Salesforce. Recently, the sales manager asked me to create an opportunity pipeline report that shows the records grouped according to the opportunity stages along with their record count so that the sales team can analyze the current stage opportunity records.

As a solution, I created a summary report for the opportunity object. Now, I will explain summary reports, their types, and their uses in Salesforce. Then, I will show you how to create summary reports in Salesforce with a step-by-step explanation.

Table of Contents

Summary Reports in Salesforce

In Salesforce, summary reports are similar to tabular reports. Sometimes, we need to create two or more records with similar or identical information, and this scenario refers to summary reports or Group Reports. This enables the user to narrow down our data and makes it more straightforward to analyze. It makes our task easier.

The summary report supports both custom and standard objects. Using it, we can create a more structured and understandable report, which helps us analyze and visualize data.

Types of Reports in Salesforce –

Uses of summary reports in Salesforce

The following are the important purposes of creating a summary report.

Summary reports in Salesforce are used to maintain data quality, improve efficiency, and enhance reports.
Duplicate records can confuse users and cause inaccuracies in reporting and analysis.
After grouping the records, we can easily analyze records without any confusion, and it leads to improved data efficiency.

Create Summary Reports in Salesforce

Using the following steps, I will explain to you how to create summary reports in Salesforce.

1. Go to “App Launcher” -> Search “Reports” -> Click on Reports.

How to Create Summary Report in Salesforce

2. Click the “New Report” button to create a new report.

3. Go to Recently Used -> to select a report type; search “Opportunity. ” You can search for the object on which you want to create a report. -> Select an opportunity and click on the Start Report button.

4. Now, you can see in the Stage column that there are different stages available. We will group these stages and show respective records accordingly.

5. To filter out these records with the stages field, we need to create a group report or summary report.

Click on the Outline option. -> You can see the Groups option. In the group rows, search the “Stage” field.-> Click on it.

Click on the dropdown arrow next to the field for which you want to create a group or summary, and then select Group Rows by This Field.

6. Now, we can see records have been filtered by grouping with the stage field, and associate records have been displayed with the stage field. We can say that these stages are the same in all records.

This is how to create summary reports in Salesforce Lightning.

Conclusion

In this tutorial, we have learned about summary reports in Salesforce, what a report is, what types of reports they are, and their uses. Additionally, we have seen how to create summary reports in Salesforce with examples and explanations.