Lightning report builder is a powerful and intuitive tool for analyzing your Salesforce data. Group, filter, and summarize records to answer business questions like “How much revenue did we generate from new business in California last quarter?” For a visual overview of your data, add a report chart. When finished, run your report to see full results.
If you have access to both the Lightning report builder and the Classic report builder, then you can open the Classic report builder by clicking New Report (Salesforce Classic). If you have access to the Classic report builder, but not the Lightning report builder, then clicking New Report opens the Classic report builder.
The report type you choose determines which records are returned and which fields are available in your report.
In edit mode, add and remove fields to your report as columns, group rows and columns, filter report data, and show or hide a chart. Customize your report until it shows exactly the data that you need.
To remove a column from your report,
Removing a column from your report doesn’t delete the field. If you remove a column, but want it back, add it again.
After grouping a row, you can group a column by choosing a column from the Add group... picklist under GROUP COLUMNS. Group up to 2 rows and 2 columns.
After grouping records by a date field, you can also customize date granularity. First, select the date field you want to group your report by. Then, for Group Date By..., apply a calendar or fiscal period.
After adding a group, you can show or hide detail rows, subtotals, and a grand total by toggling switches at the bottom of the preview pane.
To ungroup records in your report,
Unless you drag-and-drop the group onto the preview pane, removing a group also removes the column from your report. If you still want to show the column, add it back.
Depending on which report type you chose, your report has between two and four standard filters which are applied by default. Most templates include a Show Me filter and a Date filter. The Show Me filter scopes report results around common groups, like “my opportunities” or “all opportunities”. The Date filter scopes results around a date field, like “created date” or “closed date”.
For more information about filtering reports, see Filter Report Data in the Salesforce help.
A chart appears. To customize the chart, click . Change the chart type, color palette, and more.
To show or hide the chart, click .
To remove the chart, click | Remove Chart.
Now you know how to harness your Salesforce data to answer your business questions. So, “How much revenue did we generate from new business in California last quarter?”, anyways?
To find out, first create a report based on the Opportunities report type. Then, add these filters:
Summarize the Amount column.
Finally, run the report and take note of the total.
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