Reports in Lighting Experience

What is a Report in Lightning Experience?

A report is a list of records (opportunities, accounts, leads etc.) that meet the criteria that you define. Lighting Report Builder is a tool used to analyze Salesforce data.

To obtain the data that you need, the Lighting Report Builder is able to do the following to records:

  • Group
  • Filter
  • Summarize
  • Use a report chart to obtain a visual overview of your data

Every report is stored in a folder. Report folders determine how reports are accessed, who has access to view, edit, or manage the reports.

Folders can be:

  • Public
  • Hidden
  • Shared

Access to folders can be controlled based on roles, permissions, public groups, and license types.

Report Tip:

Reports provide all the data shown in a dashboard. Dashboards can show data from more than one report.

What is a Report Type?

Report types are templates that makes reporting easy to do. The report type determines which fields and records are available for use when creating a report which is based on the relationship between the primary object and its related objects.

For example:

Contacts = Primary Object

Accounts = Related Object

Salesforce provides predefined reports out of the box but you also have the option of creating custom reports as well. Custom report types allows you to build a framework in the report wizard, which allows users to create and customize reports. Custom reports can be built off of the master-detail and lookup relationships between objects so that you are able to:

  • Choose which objects to display to users that are creating and customizing reports
  • Define object relationships displayed to users that are creating and customizing reports
  • Select which objects fields can used as columns in reports

Report Builder

Report Builder is a visual editor for your reports. already available in new Salesforce organizations. Existing organizations will probably have to enable it.

Report Filters

Using a report filter helps you to minimize the data that is needed for your report.

In Lightning Experience, there are two ways to filter reports:

  • Use the Report Builder
  • Filter while viewing the the report

You should use Report Builder whenever you want to add or edit report filters. Run the report and edit filters directly from the filters pane if you want to edit existing, unlocked report filters while you a reading  your report. Each report supports up to 20 field filters.

Cross Object Filters

Cross object filters are used whenever you want to include or exclude records in your report results based on related objects and their fields. Cross object filters enable you to extend your report types without writing a single line of code or using formulas. For example, you can create a report that shows Contacts & Accounts, where the contacts are related to the opportunities that are “Closed Won”. You can more about how a big of a deal was or when it was closed by adding another subfilter to “Opportunity Amount” or “Closed Date” .

Filter Logic

Filter logic lets you apply filters that are based on conditions. It’s a way to govern how and when filters are applied to your report. A number is added to the filter after it is added to your report. The first filter is Filter 1 and the second filter is Filter 2. You apply filter logic based on those numbered filters.

Create a Report with Filters Instructions:

Step 1: Click on the App Launcher

Step 2: Go to Reports and select New Report.

Step 3: Choose Leads as the Report Type.

Step 4: To begin filtering, select Filters. Set the Show Me standard filter to My Leads.

Step 5: Set the Date filter to Create Date and the Range as All Time.

Step 6: Click on the Add Filters search box and select Lead Source.

Step 7: Select equals as the operator.

Step 8: Select Web as the value.

Step 9: Click on Fields on the left side column.

Step 10: Add Lead Owner, Lead Source, and Rating as fields.

Step 11: Click Save.

Step 12: Save your report as Web Leads and accept the auto-generated report unique name. Ex: Web_Leads_A2w

Step 13: Save your report to the Public Reports folder. Click Save.

Report Formats

A report is able to use the tabular, summary, matrix, or joined format. The best thing to do is to choose a format that is complex enough to convey the data that you are trying to display, but also simple enough to communicate. You can choose one of the following report formats using the Format menu of the Report Builder. The tablular report is the default format.

Helpful Links

Build a Lightning Experience Dashboard

Filter a Dashboard

Dashboard Limitations

Filter Report Data

Cross Object Filters

Add Filter Logic

Report Formats

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