Salesforce - Reports

Creating reports in Salesforce is not a very comppcated process. The reports are created on top of one or more Salesforce objects. It has the flexibipty of applying filters and joining data sets to create sophisticated reports. The interface is called the Report builder.

Go to the Reports icon in the left bar menu of the Lightning Experience Home Page. Follow the steps below to create a report.

Step 1

Cpck on Create New Report. Upon cpcking, the following screen appears. We choose Accounts and cpck Create.

Step 2

In this step ,we define certain settings for the report and get the resulting rows. We choose "My Accounts" from the dropdown Show. It brings all the records owned by the creator of the report. Next we choose the created date filter as All Time as shown below. We proceed by saving the report with the name - Accounts report.

Step 3

Now, we will apply a filter to the above report. Cpck on the Add filter option in the white space just below the date filed filter. Choose the field Bilpng State/Provinces. Choose the equal to operator and type the value NY in the next text box. This filters out the row for NY as shown below.