Creating a Report
How to generate a report
This user-guide will demonstrate how to set up and run a report. Sales Force has the functionality to build many detailed reports.). It is essential to have a defined concept of what information you require, before you start to build the report. The more defined the variables are, the more valuable the report will be. For example, variables to consider prior to creating the report could include:
- All dates or a specific date range, 1 month, or campaign period
- Or all product sales or specific product
- All promo codes or a specific promo code
- All Account or specific account
- Contact details or specific region contacts
- All opportunities or specific opportunities
- All leads or specific leads, eg all possible AED sales
- All regions or specific regions
- All training course attendees numbers or attendees numbers on a specific course
- Total sales vs total sales of a stock or training product
- Skill sets at St John or Skill sets from a business unit
- All Volunteer information or information of volunteers in a region or skill set.
- Business KPIs or your business unit KPIs
- Quotes, all open or quotes from an account or quotes for a stock or training product.
Go to reports
Click on new report
Select the where you want the information to come from:
Note: This stage is critical you CANNOT change this once selected, if incorrect you will need to start from scratch
Choose the report that you are seeking. Ideally select an option from a: then select more specific information from b.
a: Select what information you want the report on.
Scroll down for further search options.
b: Select the specific type of report from the available options.
Select the information you want to display
a: Fields: This is a more detail search criteria of what information you wish to be displayed.
b: Outline: the functionality to group data in rows and columns
c: Filter: apply additional filter to the limit the amount of data.
Data selection: Field
If required, select and filter the information you require in the rows.
Display of data selection: Groups
This where you select what data you wish to have displayed in columns and in the rows. This data can also be displayed in groups.
The above data, illustrates a report that has been filtered by groups.
a: Group rows: opportunity record type has been selected. As a result, all the data in the opportunity record column is grouped into the same record type, eg prepaid training.
b: Group columns: select an item from the drop-down menu if you want to group the columns.
c: Columns: Filter unnecessary data from the columns.
Scroll down for further options. Click on the x for each variable you wish to remove/ filter.
Please note, generally a report with less columns to easier to interpret. For example, salutation, title, email, lead source, street and rating may not be necessary data to be included as a column in the report.
Set the filters for the report
Another option to filter overall information
Click on the fields to filter data.
The above example illustrates another method how to filter the date parameters.
Refresh
Once you have defined the fields, hit refresh
The table will now be adjusted accordingly.
Additional filters can be added if required:
Click on any of the filters for additional options
Refresh and review
At any stage you can change and revert the filters and fields.
Save
Click on save
Name the report
Complete data capture
Save
Present as a chart
Click on add chart
To see another chart options, click on
Click on the required chart
