How to Create Summary Reports in Salesforce

When we create a report, sometimes we don’t want unnecessary data; using the filter feature, we can collect data on which basis we want records and create a report with the necessary data.

In this Salesforce tutorial, you will learn about Summary Reports in Salesforce and what is summary reports, what are the uses of summary reports, and How to Create Summary Reports in Salesforce Lightning and Salesforce Classic

Summary Reports in Salesforce

What is a report in Salesforce?

Reports are well-structured and organized documents that allow us to access Salesforce records; using reports, we can inspect our Salesforce records in various combinations. We can display it in easy and understandable formats.

What is a summary report 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 data. It makes our task easier.

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

Types of report in Salesforce –

  • Tabular Report.
  • Summary Report.
  • Joined Report.
  • Matrix Report.

What are the uses of summary reports in Salesforce?

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Summary reports in Salesforce are essential for maintaining data quality, improving efficiency, and enhancing reports.

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

  • Analyze data by a specific field and get a quick summary of key metrics.
  • Data Accuracy: Duplicate records can lead to confusion among users and cause inaccuracies in reporting and analysis.
  • Analyze summary: After grouping the records, we can easily analyze records without any confusion, and it leads to improved data efficiency.

How to Create Summary Reports in Salesforce Lightning

Scenario:

Let’s consider a scenario. in which we have many records, and in that some values are the same in records, and we need to differentiate those records with groups. Here, we can filter out records for our better understanding.

Using the following steps, we can achieve this scenario.

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

Create Summary Report In Salesforce Lightning

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

3. Go to All category -> to select a report type; Search “Account, “you can search on which object you want to create a report. -> Select Account.

Apply Summary Report in Salesforce

4. Now you can see in the Email column some emails are duplicates and uncategorized, we will filter out duplicate emails and accordingly show respective records.

Summary report in salesforce

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

  • Click on the Outline option. -> You can see the Groups option, and in that group rows, search the “Email” field.-> Click on the Email.
Apply Filter summary in salesforce Lightning

6. Now we can see records have filtered with the grouping with the email field, and with the email field, associate records had displayed. We can say that in all records, these emails are the same.

Result Summary report in salesforce

This is how we can create summary reports in Salesforce Lightning.

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How to Create Summary Reports in Salesforce Classic

Scenario:

In this scenario, we have many account records with different ratings like cold, warm, and hot and we need to categorize these records groups with their three ratings and respective records.

Using the following steps, we will see how we can achieve this scenario.

1. Go to All Tabs -> You will see the “Reports” tab -> Click on the Reports tab.

Apply Filter summary in salesforce

2. Then click on the “New Reports” button to create a new report.

Apply Summary Report in Salesforce classic

3. Select the Object, here I have selected “Account” Object -> Click on the Create button.

Create Summary Report in Salesforce

4. Here, we can see the rating column. All ratings have been displayed in only one column in an uncategorized format. we want these ratings in group format. All records with Hot ratings have one group.

Summary report in Salesforce Classic

5. To create a summary report, click on the Report Format option, where we can see all report type options. We want to create the Summary report. Click on the summary report.

6. Then, based on which field you want to create a summary report, drag and drop that field to the report layout section.

7. Here, we want to create a summary report based on the Rating field, and then we have to drag and drop the rating field to the report layout section.

Apply Filter summary in salesforce classic

8. Here we can see all records have Groped with the Rating field.

Result Summary report in Salesforce Classic

This is how we can create summary reports in the Salesforce Classic.

Conclusion

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

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