introduction to Salesforce.com reporting

Salesforce delivers standard report folders containing dozens of standard

reports for each record type:

accounts, opportunities, leads... these reports serve as a starting point.

You should note that data security and sharing rules

are always active, generally-if you can see the information

you can report on it.

To launch a report, visit the reports tab or optionally you may find common reports at the bottom of

every standard object home page,

such as opportunities.

For now, let's navigate back to the Reports tab. There are four report formats

in Salesforce.com. The tabular format

is a simple listing data without any subtotals:

such as the mailing list or a list of accounts.

The summary report format is report of data with groupings and subtotals. An example of this may be

opportunities for teams

subtotal by sale stage and owner.

The matrix report creates reports in grids,

a comparison and related totals with totals by both the row and column.

For example, a summary opportunities by month

month vertically and then by account horizontally.

Finally the joined report adds up to five blocks to display different types of related data.

This allows for visual representation of blocks are related info in one single report.

You could use this report type to show opportunities, case, and activity

data for your accounts.

Let's run a standard report. Click the reports tab to access a report.

The default view shows the most recently viewed reports and dashboards.

The folders you have access to are shown on the left.

I'm going to open the opportunities reports folder

and from the standard reports I'll select the opportunity pipeline report.

The opportunity pipeline standard report will show up coming opportunities

grouped by stage.

Click any column header to sort, and use the report options above to fine-tune.

When your reporting requirements go beyond that of standard reports

consider using the report builder to create your own.

A powerful visual editor, the Report Builder will allow us to create a custom

report from scratch.

In the Reports tab go ahead and hit the new report button

and select your report type and hit create.

We're now in the Report Builder and

you can see that it's made up of three different panes: fields,

filters, and preview. It works on a drag and drop system

making it easy to add or remove columns.

You can double-click to add and hit the CTRL key to add or remove multiple.

We'll start by changing our range to all-time,

that'll just give us some more information to work with in this example.

We can see that each column header

has a drop down menu.

If we'd like to group this report by lead source, we may do that.

In grouping by lead source our report format has changed

from tabular to summary,

works a little bit better in this situation. We can also summarize these

lead source groupings.

We've got out subtotals by lead source

and then a grand total down at the bottom.

There is of course much more that you can do with

adding and removing columns, customizing this to fit your exact business needs,

for now though we'll select run report

and we'll save our changes.

This has been an

overview on Salesforce.com reporting with Penrod software,

thanks for watching!