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Last updated March

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CONTENTS

ANALYZE YOUR DATA

Reports and Dashboards

Tableau CRM

Einstein Discovery

INDEX

ANALYZE YOUR DATA

Salesforce offers a powerful suite of reporting and analytics tools that work together to help you understand and act on your data as
well as distribute insights to business users
Reports and Dashboards
Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data

Explore Data and Take Action with Tableau CRM

Tableau CRM formerly known as Einstein Analytics and Wave is a cloudbased platform for connecting data from multiple sources

creating interactive views of that data and sharing those views in apps Tableau CRM is a better way to distribute insight to business

users so they can understand and act on changing information
Explain Predict and Take Action with Einstein Discovery
Einstein Discovery augments your business intelligence with statistical modeling and supervised machine learning to identify surface
and visualize insights into your business data It uses predictive and prescriptive analysis to predict future outcomes as well as

suggests ways in which you can improve predicted outcomes Einstein Discovery requires either the Tableau CRM Plus license or

Einstein Predictions license both of which are available for an extra cost

Reports and Dashboards
Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data
Get Started with Reports and Dashboards
Learn Reporting Concepts and Build Your First Report and
Dashboard

Trailhead
Reports and Dashboards Lightning Experience
Reports and Dashboards Salesforce Classic
Help
Reports Basics
Dashboards Basics
Video

Review Report and Dashboard Limitations

Series Get Started with Reports and Dashboards in
Lightning Experience

Series Get Started with Reports and Dashboards in
Salesforce Classic

Help
Reports and Dashboards Limits Limitations and Allocations
Lightning Reports and Dashboards Technical Requirements

Analyze Your Data

Reports and Dashboards

Report on Your Data
Build Reports

Help
Build a Report
Video

Build a Report Lightning Experience

Getting Started with Buckets Salesforce Classic

Building Matrix Reports Salesforce Classic

Filter Reports

Introducing Joined Reports in Salesforce Salesforce
Classic

Help
Filter Reports by Values
Filter Across Objects with Cross Filters

Filter Reports via URL Parameters in Lightning Experience

Video

Share Reports and Report Data

How to Use Cross Filters Lightning Experience

Dynamically Filter Reports Using URL Parameters

Lightning Experience

Using Cross Filters in Reports Salesforce Classic

Help
Report and Dashboard Folders
Video

Subscribe to and Schedule Reports

Manage Report and Dashboard Folders Lightning
Experience

Help
Schedule and Subscribe to Reports
Video

Work with Report Data in Other Tools

Subscribe to Reports and Dashboards Lightning
Experience

Report Notifications Salesforce Classic

Tips for Scheduling Reports Salesforce Classic

Help
Salesforce Reports in Quip
Export a Report

Analyze Your Data

Reports and Dashboards

Report on Your Data

Analyze Report Data Using AI

Help
Analyze Reports with Einstein Discovery for Reports

Troubleshoot Reports

Video

Making Your Reports Run Faster Salesforce Classic

Share Insights with Dashboards
Build Dashboards

Help
Build a Dashboard
Edit and Customize Lightning Experience Dashboard
Components
Work with Salesforce Classic Dashboards
Dynamic Dashboards Choose Who People View a
Dashboard As

Sample CRM Dashboards PDF

Video

Filter Dashboards

An Overview of Dashboards Salesforce Classic

Help
Filter a Dashboard

Subscribe to and Schedule Dashboards

Help
Subscribe to or Schedule Dashboards
Video

Share Dashboards

Subscribe to Reports and Dashboards Lightning
Experience

Help
Report and Dashboard Folders
Video

Troubleshoot Dashboards

Manage Report and Dashboard Folders Lightning
Experience

Help

Why Doesnt My Dashboard Display the Data I Expect

Analyze Your Data

Reports

Reports
Reports give you access to your Salesforce data You can examine your Salesforce data in almost
infinite combinations display it in easytounderstand formats and share the resulting insights with
others Before building reading and sharing reports review these reporting basics
As you prepare to report on your Salesforce data keep these tips in mind
Welldesigned reports run faster
Before building your report consider writing down each of the questions your report must
answer This way your report is sure to return all the data you need
Reports are shared via folders Whomever has permission to the folder your report is saved in
also has access to your report Ensure that you save your report in an appropriate folder
Before building your first report familiarize yourself with these features and concepts
Report Builder
The report builder is a visual draganddrop tool which you use to create reports and edit existing
ones The report builder is where you choose a report type report format and the fields that
make up your report

EDITIONS

Available in Salesforce
Classic not available in all
orgs and Lightning
Experience
Available in Essentials
Group Professional
Enterprise Performance
Unlimited and Developer
Editions
Available in Enhanced
Folder Sharing and Legacy
Folder Sharing

To launch the report builder click New Report
Fields
One or more fields describe each report result If you imagine that your report as a table of information then each row is a result and
each column is a field
For example a human resources manager creates a report about employees Each result is an employee and each field is a different
piece of information about the employee first name last name job title start date and so forth
When you create or edit a report you choose which fields you want to include in your report To ensure your reports run quickly its
a good idea to include only the fields that you need
Filters
Limit the data that your report returns by using filters Filters are useful for many reasons such as focusing your report on specific
data or ensuring that your report runs quickly
For example say your report returns all the Cases in your company but you only want to see Cases which are open and assigned to
you Filter the report on the Owner field and Status field
Add filters in the Report Builder In Lightning Experience you can add edit or remove filters while reading a report too
Report Types

The report type governs which fields are available in your report For example File and Content reports have fields like File ID

File Name and Total Downloads Accounts reports have fields like Account ID Account Name and Phone

The first thing you do when creating a report is choose a report type
Report Format
The report format specifies how your report results are laid out Available formats are tabular no grouping summary grouped by
rows matrix grouped by rows and columns or joined with report blocks that provide different views of your data In the Salesforce
Classic report builder you must choose a report format before grouping data In the Lightning report builder the report format
automatically updates as you group report data
Build a Report
When you have questions about your Salesforce data like How much revenue did we earn in the South East last quarter Which
lead source is generating the most closed opportunities or What is the average age of all open cases build a report to get the
answers

Analyze Your Data

Reports

Customize Report Views in the Run Page
Use the power of Lightning Experience when you review and analyze your report records in the run page
Update Multiple Fields Inline on the Report Run Page in Lightning Experience Beta
Keep reports up to date by editing field values directly on the report run page
Filter Report Data
What if your report gives you more data than you need Use filters to pare down your report until it only shows the data that you
want
Schedule and Subscribe to Reports
Schedule and Subscribe to Reports and receive notifications that keep you informed about metrics you care most about without
having to manually run reports In Salesforce Classic you can specify criteria that trigger report notifications
Export and Connect Reports to Other Tools
Export or connect a report to another tool such as Quip to work with report data outside of Salesforce
Drill Down into Your Reports to Learn Even More
Drilldown helps you take a closer look at records in a report For example as a sales manager drilldown can help you track the
progress of just a few of your reps or review the breakdown of current opportunities based on type
Organize Reports
Keep your reports at your fingertips by sorting them into folders and deleting unused reports If you have a lot of reports you can
use the search field to find the one you need
Analyze Reports with Einstein Discovery for Reports
Einstein Discovery for Reports previously known as Einstein Data Insights scans your report data quickly and thoroughly using
artificial intelligence and comprehensive statistical analysis Einstein Discovery for Reports goes deep into the report data explores
underlying patterns identifies insights and surfaces those insights with charts and explanations that are easy to understand Einstein
Discovery for Reports works with Tabular and Summary reports
Troubleshoot Reports
Use these tips to help solve problems that arise when youre working with reports
Improve Report Performance Best Practices
When you run a report the report looks for and then returns data If a report is running slowly its because parts of the report that
take a long time to find and return data By optimizing the slow parts of a report the report can be made to run much faster Follow
the tips in this guide to speed up sluggish reports

Build a Report
When you have questions about your Salesforce data like How much revenue did we earn in the
South East last quarter Which lead source is generating the most closed opportunities or What
is the average age of all open cases build a report to get the answers
Build a Report in Lightning Experience
Lightning report builder is a powerful and intuitive tool for analyzing your Salesforce data
Group filter and summarize records to answer business questions like How much revenue
did we generate from new business in California last quarter For a visual overview of your
data add a report chart When finished run your report to see full results
Build a Report in Salesforce Classic
Report Builder is a draganddrop tool for accessing your data quickly and comprehensively
Use it to set up new reports and edit existing ones

EDITIONS

Available in both Salesforce
Classic and Lightning
Experience
Available in Essentials
Group Professional
Enterprise Performance
Unlimited and Developer
Editions
Available in Enhanced
Folder Sharing

Analyze Your Data

Reports

Show Report Data Graphically
To help readers understand your data quickly and easily show the data in chart form Charts appear just above the report table They
can help users get a feel for the data before they delve into the details Use line charts to track changes over time or a bar or pie
chart to compare values at a point in time You can add a chart to any report thats grouped by rows summary report or rows and
columns matrix report Charts can also appear in dashboard components
Show Report Data in Tables
To help readers scan for data easily try hiding details and ranges limiting the number of results shown and highlighting with color
You can also show your table in a dashboard component
Categorize Data with Bucket Columns
Quickly categorize report records without creating a formula or a custom field by bucketing them When you create a bucket column
you define multiple categories buckets used to group report values Like any other column in your report you can sort filter and
group by bucket columns
Evaluate Report Data with Formulas
Reports feature builtin basic math functions sum average min and max that you can apply to any numerical column in a report
When youre ready to perform advanced logical or mathematical operations write a formula
Count Unique Values in Report Results
See how many distinct values a column in your report returns with a unique count
Combine Different Types of Information in a Joined Report

The joined report format lets you view different types of information in a single report A joined report can contain data from multiple

standard or custom report types You can turn any existing report into a joined report using the report builder
Report on Historical Changes
On top of the standard uptotheminute reporting on the current state of your business you can analyze daytoday and weektoweek
changes in opportunities cases forecasts and custom objects
Report Type Reference
The report type you choose determines which records and fields appear in your report For example the Opportunities report type
gives you access to Opportunity records and fields like Amount Stage and Opportunity Owner
Turn Automatic Updates to the Report Preview On or Off
Edit reports faster by turning off automatic preview updates When off you can make multiple edits without waiting for the preview
to refresh after each edit When youre ready to preview data manually refresh the report preview Or see sample records returned
after each edit by keeping automatic previews on

Analyze Your Data

Reports

Build a Report in Lightning Experience
Lightning report builder is a powerful and intuitive tool for analyzing your Salesforce data Group
filter and summarize records to answer business questions like How much revenue did we generate
from new business in California last quarter For a visual overview of your data add a report chart
When finished run your report to see full results
Note These instructions are for building reports in the Lightning report builder To learn
how to build a report using the Classic report builder see Build a Report in Salesforce Classic
in Salesforce Help

EDITIONS

Available in Lightning
Experience
Available in Essentials
Group Essentials
Professional Enterprise
Performance Unlimited
and Developer Editions
Available in Enhanced
Folder Sharing

USER PERMISSIONS

To create edit and delete
reports in private folders
Create and Customize
Reports
To create edit and delete
reports in public and private
folders

Report Builder OR Report

Builder Lightning
Experience

Analyze Your Data

Watch a video

Reports

Build a Report Lightning Experience

From the reports tab click New Report
Choose a report type then click Continue
The report type you choose determines which records are returned and which fields are available in your report
The report opens in edit mode and shows a preview
In edit mode add and remove fields to your report as columns group by rows and columns filter report data or add a chart Customize
your report until it shows exactly the data that you need
To add a column to your report
a Choose a field from the Add column picklist
b Alternatively expand the Fields pane then drag a field onto the Columns list or directly onto the report preview To select
multiple fields press Ctrl Windows Cmd Mac or Shift when you click
Note In a joined report you cant drag fields onto the Columns list or report preview To add columns to a joined report use
the Add Column picklist
To remove a column from your report
a From the Columns list find the column you want to remove Then click

b Alternatively from the preview pane find the column you want to remove Click
c To remove all columns from your report from the Columns list click

Remove Column

Remove All Columns

Removing a column from your report doesnt delete the field If you remove a column but want it back add it again
To summarize a column in your report
a From the preview pane find the column you want to summarize Click

Summarize

b Choose how you want to summarize the column Sum Average Max Min
To group records in your report

a Choose a column from the Add group picklist under GROUP ROWS

After grouping a row you can group a column by choosing a column from the Add group picklist under GROUP COLUMNS

Group up to rows and columns
After grouping records by a date field you can also customize date granularity First select the date field you want to group your
report by Then for Group Date By apply a calendar or fiscal period

b Alternatively drag a column from the Columns list or from the preview pane onto the GROUP ROWS or GROUP COLUMNS list

c Alternatively from the preview pane find the column you want to group Click
Columns by this Column

Group Rows by This Column or Group

After adding a group you can show or hide detail rows subtotals and a grand total by clicking the switches at the bottom of the
preview pane
Note For a report that is grouped by rows and columns matrix report the preview sometimes shows different results than
the actual report
To ungroup records in your report
a From the Groups list find the group youd like to ungroup and then click

Analyze Your Data

Reports

b Alternatively drag the group onto the preview pane
c To ungroup all groups in your report from the Groups list click

Unless you drag the group onto the preview pane removing a group also removes the column from your report If you still want to
show the column add it back
To filter records from your report click

FILTERS

Depending on which report type you chose your report has between two and four standard filters that are applied by default Most
templates include a Show Me filter and a Date filter The Show Me filter scopes report results around common groups like my
opportunities or all opportunities The Date filter scopes results around a date field like created date or closed date
a To add a field filter choose a field from the Add filter picklist
b To edit a filter including standard filters click the filter
c To remove a filter click the

on the filter

For more information about filtering reports see Filter Report Data in Salesforce Help
To add a chart first add at least group then click Add Chart

A chart appears To customize the chart click

To show or hide the chart click
To remove the chart click

Change the chart type color palette and more

Remove Chart

Click Save If youre creating a brand new report give it a name Optionally give it a description With access and sharing in mind
save the report in an appropriate folder
To view complete report results click Run
Now you know how to harness your Salesforce data to answer your business questions So How much revenue did we generate from
new business in California last quarter anyways
To find out first create a report based on the Opportunities report type Then add these filters

Close Date range is Previous FQ

Billing State is California
Type is New Business
Summarize the Amount column
Finally run the report and take note of the total
Note As you get ready to build reports with the Lightning Experience report builder take note of how it differs from the Salesforce
Classic report builder Remember with the appropriate user permissions both builders are available in Lightning Experience If a
feature or tool isnt available in one builder save your report and edit it in the other
Differences Between the Lightning and Classic Report Builders
Feature

Difference

Report Formats

In the Salesforce Classic report builder you must choose a
report format before grouping data
In the Lightning report builder the report format automatically
updates as you group report data It isnt necessary to select
a report format

Analyze Your Data

Reports

Feature

Difference

Charts

The Lightning Experience report builder features the same
charts as the reportviewpage in Lightning Experience

Features Not Available in the Lightning Report Builder Beta
These features arent available in the beta version of the Lightning report builder but were working hard to implement them
in a future release
Reports built in the Lightning report builder are editable in the Classic builder and vice versa To use unavailable features edit
a report in the Classic report builder
Row Limit Filters
Dashboard Settings Menu

Select Report Types with the Enhanced Report Type Selector Beta
The enhanced report types selector helps you find the best report type to base a report on Scroll through recently used report types
to find one to reuse Display details about any report type including its fields and objects and the reports that are based on that
type Hide reports that you dont want to use or show

Select Report Types with the Enhanced Report Type Selector Beta
The enhanced report types selector helps you find the best report type to base a report on Scroll
through recently used report types to find one to reuse Display details about any report type
including its fields and objects and the reports that are based on that type Hide reports that you
dont want to use or show
Note This feature is a Beta Service Customer may opt to try such Beta Service in its sole
discretion Any use of the Beta Service is subject to the applicable Beta Services Terms provided
at Agreements and Terms For access submit a support ticket
From Setup in the Quick Find box enter Reports and Dashboards and then select Reports
and Dashboards Settings Select Enable Recommended Report Types Lightning Experience
only and then save your changes
On the Reports page click New Report In the Choose Report Type window find report types in
any of these ways

EDITIONS

Available in Lightning
Experience
Available in Essentials
Group Essentials
Professional Enterprise
Performance Unlimited
and Developer Editions
Available in Enhanced
Folder Sharing

USER PERMISSIONS

To filter your search make a selection in the left panel
To find report types by name enter text in the search field
To browse the list of recently used report types click the right and left arrows

To create edit and delete
reports in private folders
Create and Customize
Reports
To create edit and delete
reports in public and private
folders

Report Builder OR Report

Builder Lightning
Experience
To hide report types
Manage Custom Report
Types

Analyze Your Data

Reports

The Category column in the search results indicates whether the report type is standard or custom
When you click the name of a report type or select the Details rowlevel action the details panel opens to display additional information
Reports created by you and by others in your org that are based on the report type Clicking the report name opens the report in a
new tab For additional results click View More
Objects used in the report type Clicking the object name opens its Object Manager page in Setup
Fields included in the report type To find a specific field enter search text To view additional fields click View More
To create a report based on a report type select it and then click Start Report

If you have Manage Custom Report Types user permission you can hide report types that arent needed Click
in the report types
list or details panel and then select Hide Report Type To view the list of hidden report types select Hidden Report Types in the left
panel To show a report type thats hidden select

in Hidden Report Types list and then select Show Report Type

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