How to Locate and Access Reports in Salesforce

Where Can I Find Reports in Salesforce?

Introduction to Salesforce CRM Versions

Before diving into finding reports in Salesforce, it is important to understand the versions of Salesforce CRM you are using: Salesforce Lightning or Salesforce Classic. Both versions have unique differences that affect how you interact with the platform.

Locating Reports in Salesforce Classic

If you are using Salesforce Classic, it is quite straightforward to find and create reports. One of the easiest ways is through your horizontal navigation bar. Look for the “Reports” object, typically listed as a tab. If you don't see the “Reports” tab, check the “More” tab. This tab often contains other important options, including the creation of new reports.

Creating a New Report in Salesforce Classic

If you do not have the “Reports” tab, or you want to create a new report, navigate to the “More” tab and select “New Report.” This will initiate the report creation process. Salesforce Classic provides a drop-down menu with various report types, such as Summary, Detail, and Cross-Db, which you can utilize depending on your specific needs.

Locating Reports in Salesforce Lightning

However, if you are using Salesforce Lightning, things are a bit different. Salesforce Lightning does not have a drop-down menu for report types directly in the navigation bar. In this case, you need to find the “Reports” object in a different way. Here’s how you can do it:

Navigation in Salesforce Lightning

Navigate to the horizontal navigation bar and look for the “App Launcher” (represented by a gear icon) or the search bar at the top. Use the search bar to type “Reports” and click the app icon that appears in the search results. Once you are in the Reports section, you can create a new report by clicking on the “New Report” button.

Creating a Report in Salesforce Lightning

Here’s a step-by-step guide on how to create a report in Salesforce Lightning:

Click on the “New Report” button in the Reports section. Select the report type (e.g., Summary, Detail, Cross-Db) that best suits your requirements. Choose the appropriate reports objects you wish to include in your report. You can add multiple objects to create a combined or detailed report. Configure the report settings, such as filters and sorting criteria. Salesforce Lightning allows you to customize these settings to your liking. Review your report and click on the “Save” button to create the report. To run the report, click on the report name and then on the “Run” button. The report will be displayed on a separate tab, where you can view and export the data as needed.

Video Tutorial on Creating Salesforce Reports

For a visual step-by-step guide, you can watch the video tutorial provided by AscendixRE CRM. The video covers both Salesforce Classic and Lightning, providing a comprehensive overview of the report creation process.

Complete Guide on How to Create Salesforce Reports

For a more detailed and comprehensive guide, you might want to refer to the complete report creation guide written by Ascendix Technologies. This guide covers all aspects of creating reports in Salesforce, from basic to advanced, and is a valuable resource for Salesforce administrators and users.

Understanding how to locate and create reports in Salesforce is crucial for effective data analysis and decision-making. Whether you are using Salesforce Classic or Lightning, the provided steps and resources should help you navigate the reporting features of Salesforce with ease.

Note that this content is intended to be distributed under a Creative Commons license for educational purposes. Please ensure to cite the original sources if you use the provided information in your own projects.