Useful Features and Options for Building Reports in Salesforce.com

Abstract

If you have any experience with Salesforce.com, it’s probably safe to assume that you’ve created and/or run a few reports as part of that experience. Salesforce.com reporting falls into a different category than many of the other chapters in this book, as it is available to the vast majority of end users and not just a subset of those with administrative permissions. It’s also worth mentioning that the A-to-Z of reporting within Salesforce.com could easily provide enough content for a separate book. Considering both of those factors, I will assume a working knowledge of how to create and execute reports. I won’t be rehashing core report-builder functionality, such as how to view additional columns or limit by a date range. I will narrow our scope and go deeper in more focused areas, keying in on considerations that you should be aware of when designing and creating reports for your client or organization. We’ll cover a few areas in particular: