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
15-30 minutes
medium1
Navigate to Reports
Go to the Reports tab in Salesforce and click 'New Report'
2
Select Report Type
Choose the report type (Tabular, Summary, Matrix, or Joined)
3
Select Object
Choose the primary object for your report (e.g., Opportunities, Leads, Accounts)
4
Add Columns
Drag and drop fields from the field picker to add columns to your report
5
Apply Filters
Set date ranges, field filters, and criteria to narrow down your data
6
Group and Summarize
For summary reports, group rows and add summary formulas
7
Save and Run
Save the report with a name and folder, then run it to view results
With Clientell
30 seconds
EasyInstead 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