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Analytics
Salesforce Spring

salesforcedocs
Last updated February

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CONTENTS

ANALYZE YOUR DATA

Reports and Dashboards
Einstein Analytics
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

IN THIS SECTION

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 Einstein Analytics
Salesforce Einstein Analytics formerly known as Wave is a cloudbased platform for connecting data from multiple sources creating
interactive views of that data and sharing those views in apps Its a better way to distribute insight to business users so they can
understand and take action on changing information
Explain Recommend and Predict with Einstein Discovery
Einstein Discovery exposes relevant facts and themes in your data without you building sophisticated software and statistical models
It generates unbiased answers explanations and recommendations

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
Report Limits Limitations and Allocations
Dashboard Limits Limitations and Allocations

Analyze Your Data

Reports and Dashboards

Report on Your Data
Build Reports

Help
Build a Report

Using the DragandDrop Report Builder PDF

Using Bucket Fields PDF

Report Formula Summary Functions PDF

What Are Joined Reports PDF

Video

Build a Report Lightning Experience

Getting Started with Report Builder Salesforce Classic

Getting Started with Buckets Salesforce Classic

Building Matrix Reports Salesforce Classic

Filter Reports

Introducing Joined Reports in Salesforce Salesforce
Classic

Help
Filter Report Data
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

FAQ Scheduling Reports PDF

Video

Subscribe to Reports and Dashboards Lightning
Experience
Report Notifications Salesforce Classic

Analyze Your Data

Reports and Dashboards

Report on Your Data

Work with Report Data in Other Tools

Tips for Scheduling Reports Salesforce Classic

Help
Open a Report in Quip
Report on Salesforce Data with Excel
Export a Report

Troubleshoot Reports

Help

Do your big reports take a long time to return data PDF

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

Taking Advantage of Dynamic Dashboards PDF

Tips for Creating Dashboards PDF

Sample CRM Dashboards PDF

Video

Filter Dashboards

An Overview of Dashboards Salesforce Classic

Help
Filter a Dashboard

One Dashboard For Many Viewers PDF

Subscribe to and Schedule Dashboards

Help
Subscribe to or Schedule Dashboards
Video

Subscribe to Reports and Dashboards Lightning
Experience

Analyze Your Data

Reports

Share Insights with Dashboards
Share Dashboards

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

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 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

Analyze Your Data

Reports

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 Possible formats are tabular summary matrix or joined Joined
reports arent available in Lightning Experience

IN THIS SECTION

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
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
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
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
Report Limits Limitations and Allocations
As you report on your data be aware of these limits limitations and allocations
Troubleshoot Reports
Use these tips to help solve problems that arise when youre working with 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

IN THIS SECTION

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

EDITIONS

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

Analyze Your Data

Reports

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
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 Summary Formulas
Use summary formulas to logically evaluate and do math with report results
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
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 Amoung Stage and Opportunity Owner

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
If you have access to both the Lightning report builder and the Classic report builder then you can open the Classic report builder
by clicking New Report Salesforce Classic If you have access to the Classic report builder but not the Lightning report builder
then clicking New Report opens the Classic report builder
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 rows and columns filter report data and show or hide 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 draganddrop a field onto the Columns list or directly onto the report preview
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

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

Analyze Your Data

Reports

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 draganddrop 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 toggling switches at the bottom of the
preview pane
To ungroup records in your report
a From the Groups list find the group youd like to ungroup and then click

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

Unless you draganddrop 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 which 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

icon on the filter

For more information about filtering reports see Filter Report Data in the 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

Analyze Your Data

Reports

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 Tabular summary and
matrix reports are all available but you dont select the format
before grouping the data

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

Analyze Your Data

Reports

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

Watch a Demo

Available in Salesforce
Classic not available in all
orgs and Lightning
Experience

Getting Started with Report Builder Salesforce Classic

To customize an existing report using report builder click the name of a report and click Customize
To optimize screen real estate report builder uses a compressed page header To view your
application tabs simply close the builder or click the Salesforce logo
Note These instructions are for building reports in the Classic report builder To learn how
to build a report using the Lightning report builder see Build a Report in Lightning Experience
Beta on page in Salesforce Help

IN THIS SECTION

Choose a Report Type
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 Type
Choose a Report Format

A report can use the tabular summary matrix or joined format Choose a format thats complex

enough to capture the data you want to show but simple enough to communicate it effectively
Group Your Report Data
Group data in columns or rows in summary matrix and joined reports to display meaningful
information For example group opportunities by Close Date to see closed opportunities or
group cases by product to see the number of cases for each product You can have groupings
inside groupings
Keep Working While Your Report Preview Loads
For most actions you can continue working on your report while the preview loads For example
when editing a report you can drag multiple fields into the report then create a grouping while
those columns load
Customizing Reports
Report builder is a visual editor for reports The report builder screen lets you work with report
fields and filters and shows you a preview of your report with just some of the data

Available in Group View
Only Professional
Enterprise Performance
Unlimited and Developer
Editions
Available in Enhanced
Folder Sharing and Legacy
Folder Sharing

USER PERMISSIONS

To create edit and delete
reports
Legacy Folder Sharing
Create and
Customize Reports

AND

Report Builder
Enhanced Folder
Sharing
Create and
Customize Reports

AND

Report Builder

Report Fields
The Fields pane displays fields from the selected report type organized by folder It also lists custom summary formulas which you
can create edit and delete
Summarize Your Report Data

A summary field contains numeric values for which you want to know the sum the average or the highest or lowest Summary

fields show at all grouping levels In summary and matrix reports they also appear at the grand total level
Subtotal Report Results
Subtotaling your reports gives you a tool to analyze trends in the data You can group sets of information sort the groupings and
compare subtotals for each set against the overall total In summary and joined reports you can also subtotal by multiple fields to
give you cascading sets of information

Analyze Your Data

Reports

Smart Totaling in Reports
Smart totaling means that duplicate data is counted only once in any subtotal or total Salesforce uses smart totaling when you
run reports that include duplicate data in any of the columns chosen for summing or averaging
Save Your Report
Click Save to update an existing report with recent changes or Save As to clone the original report without changing it In Lightning
Experience click Clone to clone the report
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 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

SEE ALSO

Keep Working While Your Report Preview Loads
Create a Report
Create a Report
Report Fields
Choose a Report Type
Customizing Reports
Choose a Report Format
Creating a Custom Report
Combine Different Types of Information in a Joined Report

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