Types of Reports You Can Create In Salesforce Forms
Reports within Salesforce forms are a list of records that aim to meet selected criteria and give answers to specific questions. The documents are displayed as tables in the form of rows and columns and can be shared, made public, hidden, and read-only or with write access which can be grouped or filtered based upon any field. The type of report determines which set of records will be available within a report. Each report is based upon a particular type of report, which is selected when it is created.
Additionally, each report also has a primary object and should be linked with each other either directly or indirectly. The benefit of reports within Salesforce is that the user can easily and quickly understand data within the system. With this data, businesses will be able to make informed decisions related to new products or services to build and communicate with customers in an effective way.
To understand this more, consider a scenario where a business sells manufacturing equipment. They hold a list of previous customers who have purchased the equipment but might return under yearly maintenance terms. The business is also continuously receiving new leads, and its sales team is building new relationships. Building a report in Salesforce forms is adequate. It will present the continuous annual revenue of previous customers and reports showing new leads and their progress within the sales flow with the projected revenue. Business analysts will find these reports to be useful for determining common data points within the enterprise’s highest revenue-generating customers and formulating new customer relationship development programs to improve those relationships.
Read Also: 10 LESSER-KNOWN SALESFORCE FORMS FEATURES WHICH ARE VERY USEFUL
Types of Salesforce Forms Report
There are four different types of reports which you can easily create in Salesforce forms. Every report is best suited for presenting the different types of data in different formats. When you know which report type you want to create, it is important to start by understanding the goal value which you attempt to communicate or discover through the reports.
Standard reports: These Salesforce reports are created when an object is created and cannot be modified. These reports are default reports of Salesforce and are stored in the standard report folder. There are many types of standard reports which include:
Accounts
Activities
Price book
Call Center reports
Assets
Salesforce CRM Content
Contacts
Opportunities
Campaign
Products
Leads
Administrative Reports
Custom Reports:
The administration creates these Salesforce reports for custom objects. There are four types of custom Salesforce reports. Tabular, Summary, Matrix, and Joined. These forms allow the Salesforce administrator to pull, send, and review data within the Salesforce account in different formats.
Tabular Reports:
Tabular reports are the simplest form of reports in Salesforce. The data is presented in the form of rows and is very effective in cases where the goal is to export them. However, this format of Salesforce report is not highly recommended in situations where you want to manipulate data in any way such as calculations, totals, or data groups.
Summary Reports
These are the most commonly Salesforce reports used and is designed to show the data groups. The ‘Group Field’ is very crucial in the summary report. Grouping is done based on the value of a particular field. When you summary reports, you can easily group data on the basis of different accounts and then make calculations to see totals, minimums, maximums, and averages. These reports allow us to easily determine which account holds the most revenue generation and what products or services they are dealing with.
Matrix Reports
These types of reports are somewhat more complicated than tabular reports, and the data is displayed in rows and columns. They can be used for determining different totals from the data and are highly effective when the aim is to display a huge amount of complicated data.
Joined Reports
With joined reports in Salesforce forms, users are equipped with the ability to build two different reports and compare individual data within both the reports. Though, this type of Salesforce report is not commonly used. However, it can be helpful when understanding the differences between the accounts.
Read Also: Quality Improvement – A Case Study of Engineering Tooling Company
Creating a Report in Salesforce Forms
Building a Salesforce is a quick and easy task. When your desired report is created, it can be placed within your dashboard so as to gain quick access to data and information over custom business analytics. Steps in creating a report include:
Navigating to the Reports Tab in the Salesforce account and select ‘New Report’
Select the ‘Property’ object and click over ‘Create’.
Select the Properties, fields, and Filters you want in the report.
Click on ‘Save’ for saving the report within a specified destination or folder.
After saving, click on ‘Run Report’ for creating the report.
Designing the workflow and creating customized reports in Salesforce can be complicated. At https://hevodata.com/learn/salesforce-forms/, you will be assisted by professionals that are experienced in preparing hundreds of client reports along with optimizing business workflow with Salesforce. You will find a team of Salesforce experts and administrators so that your tasks go on smoothly and effectively.
Salesforce Forms Dashboards
Dashboards can be referred to as pictorial representations of the report data, which can be displayed using bar charts, graphs, tables, pie charts, gauges, funnel charts, metrics, scatter charts, and others. Visualizing data in the forms of graphics and illustrations helps understand stats effectively and quickly. It shows data from the reports by using different chart types. Every component of the dashboard holds one report supply. This similar report can also be supplied to different components of the dashboard.
It has become essential for every business to develop clear ‘Reports’ and ‘Dashboards’ to understand better and forecast a business procedure. These reports and dashboards are considered to be highly effective in enhancing business performance and revenue generation. Salesforce reports tend to automate the entire business process, which also saves precious time.
Do you want any help writing quality content, driving more traffic to your website, and boosting conversions?
Need Help or Advice in Content Management:
Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.
Read More:
Marketing Strategy and Marketing Mix (4Ps) of YSL
Project Management: The 5 Phases of the Life Cycle
The Relationship between Physical Activities and Fitness
Comments are closed.