Salesforce provides a rich collection of standard report types that you can tailor to your unique requirements. You rarely need to create a brand-new report. Available in: All Editions except …

Jan 8, 2025 · In this post, we will go through the basics of custom report types, how you can get started, and some of the most common examples where creating a custom report type can enhance the …

What are the different types of reports in Salesforce, and which one is the best for your needs? Read this guide to find out. 1. Tabular reports. A tabular report is a spreadsheet-like, basic report format.

Apr 3, 2025 · There are four major types of Salesforce reports: These reports are very similar to Excel spreadsheets and provide a simplistic yet powerful means of displaying raw data. They may be …

If you’re new to Salesforce or looking to understand its reporting capabilities, this guide will walk you through the types of reports in Salesforce, their use cases, and how to choose the right one for your …

Jul 7, 2025 · In this guide, we’ll explore what Salesforce reports are and their various types. You’ll also learn to create, manage, and customize reports, including advanced and recurring options.

There are different report types to collate information on different areas of the business. This includes reports about accounts and contacts, activity reports (tasks to complete), marketing campaigns and …

Sep 6, 2025 · This blog explores the top 5 Salesforce report types every admin should master, arming you with the analytical power to make data-driven decisions that matter and create high-performance …

May 8, 2025 · There are four main report types, each suited for different needs. 1. Tabular Reports. 2. Summary Reports. 3. Matrix Reports. 4. Joined Reports. Sometimes standard report types don’t …

2 days ago · Conclusion You now know how to create a custom report in Salesforce Lightning and Classic, how to pick the right report type, and how to use filters and cross filters to get the data you …