Friday 11 August 2017

Reports In Salesforce

Arpit Sharma
Why Report

Report is usually used to represent data in presentable form, Creating a report manually required lot of effort which included many question in mind i.e which type of data you required, what is the best way to represent data in report.

If you need data based on some criteria then there may be chances some unwanted data visible in report or some important data is not visible because of some human error. Report generated become more complicated when you work on large data. This is point where you need some automatic process to generate report for you business.

We will discuss here, about reports in Salesforce

Reports in Salesforce

Various tools are available in market to generate reports but if you are working in Salesforce then either you need to write custom code for represent that data or Salesforce itself provide most advance way to generate report by using just some point and click that does not require knowledge of code and reduce efforts and time

What Salesforce provide 
  1. We can set schedule time of report generation.
  2. Salesforce display data to user in report according to security model means user can't see data if user does not have permission of that data.
  3. In salesforce we can generate four type of reports
    • Tabular Reports
    • Summary Reports
    • Matrix Reports
    • Joined Reports 
Guys all above is basic idea about what is report, how it is useful for us and what Salesforce provide to us.

We will discuss above report types in details in upcoming tutorials

Feel free to comment if you have any question and suggestions in this tutorial.

About the Author

Arpit Sharma / Author & Editor

Certified Salesforce Developer | Salesforce Developer at Cognizant | Blogger


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