Creating reports
Salesforce is a CRM software that stores data for everyday use. Users are inputting this data, updating this data, or deleting the data. An everyday work routine is built from those tasks, and all of this data stored in Salesforce can be reported and exported using Salesforce reporting features, which can be used in several situations, such as the following:
- Tracking users’ actions, such as opportunities, tasks, cases, etc., in reports
- Creating the reports to, in turn, build Salesforce dashboards
- Exporting the data outside Salesforce
Salesforce reporting features are quite extensive. However, before you learn more about how to create Salesforce reports, let’s now see how to create report folders in which you will be able to store your reports.
Report folders
Salesforce report folders are similar to Windows folders. Similarly, you can just create the folder and place the report in it. Let’s see how to do this step by...
