How to Generate Reports For Organizational Needs
Learn how to generate detailed reports with Salesforce. Customize your reports and utilize dashboards for visual data analysis.
Salesforce provides powerful tools to generate comprehensive reports for various organizational needs, enabling efficient data analysis and informed decision-making. Here’s a brief overview of how to use Salesforce for this purpose:
Report Creation with Report Builder
Create custom reports using the drag-and-drop interface in Report Builder, selecting fields, filters, and groupings to match your data analysis needs. Choose from various report types, such as tabular, summary, matrix, and joined reports.
Customizing Reports
Customize reports by applying filters to narrow down data and grouping by relevant fields. Add summaries for totals or averages and create custom formula fields for calculations to enhance data analysis.
Dashboards
Utilize dashboards to display data visually with charts, graphs, and tables, making it easier to interpret key metrics. Customize dashboards with filters and dynamic options, allowing user interaction for personalized insights.
Scheduled Reports and Subscriptions
Automate report delivery by scheduling reports to run and be delivered via email at specified intervals. Users can also subscribe to reports to receive updates when data changes or at set times.
Einstein Analytics
For advanced data analysis, use Einstein Analytics, which offers AI-powered insights and integrates Salesforce data with external sources for comprehensive analytics.
Common Reporting Use Cases
Common reporting use cases include tracking sales performance (such as pipeline, activities, and forecasts), monitoring customer support metrics, measuring marketing performance, and analyzing operational efficiency (resource utilization, project progress, and financial performance).
Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.
