Overview

The purpose of this article is to show users how to Run a Report in Salesforce.

How To

1. Navigate to Reports by clicking on the drop-down arrow on your navigation bar and selecting Reports (you may need to scroll). You can also navigate to reports by clicking on the App Launcher and searching for “Reports”.Next, name your List view and select the permissions and select Save:

2. By default, a list of recently viewed reports will be loaded. You can select several other list views from the left side, such as “Created by Me”, “Private Reports”, “Public Reports”, and “All Reports”. You can also view specific folders to see the reports within.

3. On the top right of the report list, you will see a button that says, “New Report”. Click the button to bring up the new report form titled “Choose Report Type”.

4. In the search bar, type the name of the object you’re reporting on to filter down the report list. Each of the report types is based on a primary object and may or may not include associated objects.

a. For this example, we will create a report with the Contacts & Accounts report type. Select that option from the Report Type list and hit Start Report on the upper right side of the pop-up window.

5. You will see the new report page load. Note that not all records are displayed on the edit page, but you will see full report results after you click Run. Below is a description of each of the points in the above screen shot.

a.Use the search bar to find data fields you would like to add. You can also use the “Fields” side bar to see all fields. Click the “X” next to a field in the list to remove it.

b. Edit the name of the report by clicking on the pencil icon at the top left.

c. Add and remove filters to the report. You can use any data points available on the objects indicated by the report type. Note that the default filters applied to any new report restrict the returned records to avoid loading all data at once. To see as much data as possible, select the filters shown in the below right screenshot.

d. Click and drag column headers left or right to change their order in the data.

e. Click Save and Run to save and run the report. In the pop-up that appears, select a folder to save the report in and ensure it has a unique name.

f. Once the report has been saved, on the run screen you’ll see additional options appear in the drop down, including the ability to Subscribe and to Export.

g. When you select Export, you’ll see a confirmation popup. Select the right box “Details Only” to get a straight data table. Choose the format “Comma Delimited .csv” and then hit “Export” in the bottom right corner. This will start the spreadsheet download.

More Assistance

For more assistance with Sales force, please contact the Help Desk at (708) 608-HELP (4357).

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