Reports

Reports in Salesforce give a clear picture to the management. With Salesforce reports, management can track progress toward its various goals to increase revenue and control expenditures. A report is a collection of records that make it easy to understand or visualize the data.?

Report Format

The report format specifies how your report results are laid out. Available formats are tabular (no grouping), summary (grouped by rows), matrix (grouped by rows and columns), or joined (with report blocks that provide different views of your data). Before grouping data, choose a report format in the Salesforce report builder. The Lightning report builder automatically updates the report format as you group report data.

a. Tabular report

A report that provides details of a company in tabular format. It is used when you want a simple list of items with a total. These reports are used to list all accounts, list of opportunities, list of contacts, etc.

No grouping, report charts, Subtotals, and Summary Formulas in tabular Reports.

b. Summary report

A report that provides a listing of data with groupings and subtotals. It is used when subtotals are needed, based on the value of a particular field, or when you want to create a hierarchically grouped report.

For example, all accounts for your team are subtotal by Type.

Allows row-level summaries (totals, averages, counts) in Summary Report and Charts available in Summary Report.

c. Matrix report

A report is formed by grouping the records by rows and columns. It is used when you want to see data in two separate dimensions that aren’t related, such as date and product.

?For example, Summarize accounts by Rating horizontally and by Type vertically. Two-dimensional grouping is available and summarizes data using totals, averages, counts, or other metrics.

d. Joined report

A report that combines data from different objects or report types into a single view. This feature is useful for analyzing and comparing data from different sources, or for complex business scenarios that require insights from multiple data sets.?

A Joined Report in Salesforce combines two reports with different report types, within a single view. Salesforce Joined Reports appear like one single report so that you can get a more holistic data view. You can use standard and/or custom report types as report blocks.

• Take Opportunities, for example. One opportunity shows the data where Stage is prospecting, and another shows where Stage is Closed Lost. You could not see both opportunity reports in one view without joined reports.?