Jul '25 • 🗣️GENERAL DISCUSSION
DATA ANALYTICS IN SALESFORCE 👩💻📈
A. REPORTS - What are they?
A report is simply a list of records that meet the criteria you define..
Businesses need this important tool for making several product and process decisions. It’s a way of showing trends, past and present performance to make better decisions for future growth and success of the company.
Also investors use this tool to analyze and value a company’s potential for boom 💥 or doom 🤯 which makes it very critical . To users , Managers, Department Heads, this is super important ! and must be treated as such ✅
TYPES OF REPORTS🚨
Salesforce has 4 main categories
- Tabular - this type simply presents data in rows and columns just like excel except that it’s automatically generated not manually inputed.⚙️
💯 Use this when you want just a total list of particular records. Always Remember :
You can’t use charts in this type of report and can’t create a dashboard from this.
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2. Summary Reports- This type groups records account into rows only. It’s the most used and it supports Dashboards and Charts.
You can also perform calculations (sum, avg, min, max )
💯Use this when you want a report like ;
All Account records that have Hot Rating
All opportunities that are Closed Lost
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3. Matrix Report -
This report groups records according to rows and columns.
For example if you want to all Account records that have Hot rating and are Enterprise Customer type.
This type also supports Dashboards and Charts
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4. Joined Reports -
This type shows different reports together as individual blocks In one report. For eg if you want to show opportunities and cases of accounts.
When different report types are required use joined reports.
This supports dashboard just like the other mentioned above 👆🏽
🎯
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DATA ANALYTICS IN SALESFORCE 👩💻📈
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