How to Create Salesforce Reports
Learn how to create custom Salesforce reports to analyze your data, track performance, and make data-driven decisions.
Traditional Method
Navigate to Reports
Go to the Reports tab in Salesforce and click 'New Report'
Select Report Type
Choose the report type (Tabular, Summary, Matrix, or Joined)
Select Object
Choose the primary object for your report (e.g., Opportunities, Leads, Accounts)
Add Columns
Drag and drop fields from the field picker to add columns to your report
Apply Filters
Set date ranges, field filters, and criteria to narrow down your data
Group and Summarize
For summary reports, group rows and add summary formulas
Save and Run
Save the report with a name and folder, then run it to view results
With Clientell
Instead of following multiple steps, use Clientell to complete this task instantly:
Create a Salesforce report listing Opportunities created in the past 30 days with columns: Name, Amount, Stage, Close Date, and Owner.Benefits:
- Create reports in seconds with natural language
- No need to navigate complex report builder UI
- Automatically handles field relationships
- Can create complex reports with multiple objects
Related How-To Guides
How to Create Opportunity Reports in Salesforce
Learn how to build reports on Opportunities to track pipeline, forecast revenue, and analyze sales performance.
How to Analyze Lead Conversion in Salesforce
Learn how to analyze lead conversion rates, identify top-performing sources, and optimize your sales process.
Related Errors
Related Use Cases
Track Your Lead Pipeline
Instant table of recent leads by owner, status, and date.
“Create a tabular report listing Leads created in the past <N days> with columns Lead Owner, Status, Created Date, and Converted Date.”
Find Out Why Deals Are Lost
Group closed-lost opps by reason with revenue impact.
“Build a summary report of Opportunities with Stage = Closed–Lost in the last <N months>, grouped by Lost Reason, showing count and total Amount.”