Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples.
Build a case SLA breach report in Salesforce three ways: violated milestones, Milestone Status on cases, or case age, with the gotchas that hide breaches.
Use a Case History report in Salesforce to count case reassignments: track Case Owner, filter Field / Event, group by case, and avoid the SOQL double rows.
Build an average deal size report in Salesforce with Summarize > Average or AMOUNT:SUM / RowCount, plus variations by rep, quarter, region and product.
When I work with sales teams, one pattern shows up again and again: reps live on the Opportunity record page, while managers live in Reports and Dashboards. The problem is that reps rarely open dashboards during the day, so they miss trends like pipeline health, win rates, or product mix. Managers then complain that “the … Read more >>>
Schedule a report in Salesforce with a Lightning subscription: weekly time, Excel attachment, recipients, Run Report As, conditions, and limits.
Create a custom report type in Salesforce step by step: pick objects, choose with or without relationships, deploy it, add lookup fields, and test it.
The sales team generated many leads in a recent campaign conducted by our company, which works with Salesforce CRM. The campaign lasted a couple of months, and the sales team requested that the generated leads be grouped in a monthly format to analyze performance on a month-by-month basis throughout the campaign. As a solution, I … Read more >>>
Export a Salesforce report to Excel step by step, and pick Formatted Report or Details Only (.xlsx, .xls, .csv) by what the file looks like.