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? |