Creating reports to understand data

Reports help you analyze data and come up with Key Performance Indicators (KPIs) that help drive business decisions. Reports can be created and run on any of the objects that we’ve covered. Reports can also be created and run for custom objects (we will cover custom objects in Chapter 13, Using Data Modeling to Configure Objects for Your Business

Business use case

You are a Salesforce Admin for XYZ Widgets. Your users have asked for a report that shows how many contacts are associated with each business account, as well as a dashboard to show this. This information will help users make sure there is at least one primary contact associated with each account. Let’s see how we can go about this.

Creating a report

Let’s take a look at how to create a report in Salesforce:

1. On the Salesforce home page, click on the Reports tab (1)to start the process and click on New Report (2):

Figure 8.1...