Salesforce Features

Custom Reports

Servletimageserver_115 With Salesforce, business users can create custom reports that combine information from all of our on-demand solutions. You get reports instantly using a reporting wizard that walks you through the required steps. It's also easy to perform calculations and to customize high-impact graphs to depict data visually.

This feature is available in all Editions.

Also See...

Application Quick Links

Feature Details

  • Report Wizard: Quickly create the right report with a five-step wizard that provides point-and-click options for creating the exact report you need.
  • Integrated Data: Create integrated reports from the many data sources across Salesforce, including leads, opportunities, accounts, customer assets, services, and so on.
  • Real-Time Data: Improve business decisions with up-to-the-minute reports that contain the latest information from sales, marketing, and service. Get an instant snapshot of your business today - not a picture of what it looked like yesterday.
  • Custom Report Formulas: Create mathematical formulas to aggregate and perform calculations on raw data within Salesforce and avoid exporting to spreadsheets for detailed calculations. Quickly calculate win rates, coverage ratios, actual vs. goal comparisons, and more.
  • Conditional Highlighting: Highlight exceptions and out-of-range values to assist in quick identification of anomalies and spotting of trends in large amounts of data.
  • Report Management: Create folders and views to organize reports in a way that suits you. Share reports throughout the organization.
  • Salesforce.com product feature page: there are a number of feature overview pages on www.salesforce.com which highlight the robust reporting abilities of Salesforce. Visit the Packaged Reports page or the Sales Reports & Dashbaords resource for an introduction to customizable sales reporting.

3 Comments

Stephen Norton
October 25

I am running a report on cases
I add a filter to take only one type of case Ie Complaints
Then I take only complaints where the “nni complaint number”contains a C
Then I summarize by item number
And I only want to see the complaints where the record count of any one item number is great than 2----its this last step no one can do!

Prasad.M
April 25

Quite Good

LORENZO BERROSPI ALVARADO
June 22

Fin fin fin

ESTOY DE ACUERDO CON TODAS LAS CONDICIONES, POR FAVOR FIN FIN FIN
ATTE.
LORENZO BERROSPI ALVARADO
DNI 22968454
JIRON TUPAC AMARU 267
AV. ALAMEDA PERU 741
TINGO MARIA, LEONCIO PRADO 05966 PERU
PH 510-625-05025
CELL 510-969-5219
loro243@hotmail.com
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http://www.ofassa.com