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Go to the dashboards tab, pick a dashboard, and click on “ Edit”.Ī list of the available reports will be shown to you. If you want to take a Salesforce report and put it on a dashboard you should follow the next steps. To find out which are the subscribed reports, you can select the drop-down from the list view, called “ Items I am Subscribed to“. If you are in Classic, click on “ Edit Subscription” and then click on “ Delete” on the next page.If you are in Lightning, click on “ Subscribe” and then click on “ Unsubscribe” on the next page.If you wonder how to unsubscribe from a report in Salesforce, here are simple steps for Salesforce Lightning and Salesforce Classic: Make sure the subscription is active if you’re ready to start receiving notifications. Value – is the number that you want the aggregate compared to (e.g.Operator – is a basis of comparison (e.g.Aggregate – is a basis of the condition (e.g.Please, note that you can add conditions at this step by specifying each condition in three parts: For example, run the report every week on Friday at 7 p.m. Schedule how often (every weekday, daily, or weekly) and at what time to evaluate your subscription. Next to the report, you want to subscribe to, click the “ Arrow Down” button and choose “ Subscribe”. Click the Arrow Down Button and Choose “Subscribe” If you want to receive report notifications to keep you updated, you can turn on the subscribe feature.Ĭlick on the “ Reports” at the Navigation Bar. But if it should be visible for your organization, select “ Public Reports Folder“. Note, that if you need to make it visible only to you, you need to choose “ Private Reports Folder“. Complete the “ Save Report” details by entering a “ Report Name“, “ Report Unique Name“, and “ Report Description“.To save your Salesforce report, you will need to: Close Date” you can also group the data by Day, Calendar Week, Calendar Month, etc. In the case of grouping “ Deals” by “ Est. Close Date” and your results will be filtered again If you want to do the estimated closed date as the grouping, you can type in the “ Groups” section “ Est. You can double click or click and drag the field over to the report on the right and to the respective location you need. Close Date” in the Columns section and it will filter your results. Potentially, you want to add an estimated closed date, so you could just type “ Est. With the help of the “ Outline” pane, you can add and remove columns with a simple drag and drop feature.įor example, the Deal name is not likely to be sufficient in the report. Click the Outline Pane to Show Columns/Fields If you want to add any other filters using Salesforce report filter logic, you can click on all these field names and decide what other fields you might want to report on. only open deals status, won, lost ones, or all), Click into the “ Status” filter type and select what statuses you want to show (e.g.Find the field which is called “ Status”,. Let’s say, you might want to filter reports only on the open deals. To begin selecting the scope of the Salesforce report using the standard Salesforce report filter logic, click the “ Filters” panel. For example, if you want a report on your deals, you can click and type in “ Deals”, and you will see the suitable results for that.įiltration is one of the key features if you have big lists of data. To simplify your search, you can start typing in some keywords. Note, that the list of reports is quite exhaustive and ranges from various types of “ Accounts”, “ Opportunities” to “ Deals”, “ Cases” etc. Select the Salesforce report type and click on the “ Continue” button. For example, you want to show “Open Opportunities” and “Closed Opportunities” side-by-side to help you spot the differences. This report allows you to create different views of data from multiple report types. Some of the examples to show are “Opportunities” grouped by “Stage” and “Close Date”. It allows you to group records both by row and by column. With this type of report, you can group rows of data, create charts, and calculate totals. This is another Salesforce report type, which is similar to the Tabular. Some of the examples to show are “All Open Opportunities”, or “Top 15 Opportunities by Revenue”. If you want to show data without subtotals, calculations, or groupings, then this report suits you. It is the simplest Salesforce report type, which presents data in rows and columns. In Salesforce Lightning there’s is now no longer a drop-down where you can choose the report type. The tabular report is the default format. There are four Salesforce report types: Tabular, Summary, Matrix, and Joined. A report format is a set of records and fields that meet the defined criteria.
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