Need to Create a Salesforce Report?   8 Questions to Ask

Need to Create a Salesforce Report? 8 Questions to Ask

The Administration for New Admins training included a graphic on creating custom reports. I’ve reworked the graphic into a checklist.

 1. Report Type What object and related objects do you want to report on?
2. Scope Whose records do you want to see and for what time frame?
3. Columns What columns do you want to see?
4. Format Do you want records displayed in a list (tabular), grouped (summary), in a grid (matrix), or in blocks (joined)?
5. Grouping Which fields do you want to group by?
6. Summaries Which numerical field(s) do you want to display as group subtotals and grand totals?
7. Filters What additional filters do you want to limit the records you see?
8. Highlights or Charts? Do you want to display summarized data with highlights or as charts?


Photo
by geralt (Pixabay)

What do you think? Let me know.