Salesforce provides a rich collection of standard report types that you can tailor to your unique requirements. You rarely need to create a brand-new report. Available in: All Editions except …

Jan 8, 2025 · In this post, we will go through the basics of custom report types, how you can get started, and some of the most common examples where creating a custom report type can enhance the …

Jul 7, 2025 · In this guide, we’ll explore what Salesforce reports are and their various types. You’ll also learn to create, manage, and customize reports, including advanced and recurring options.

Apr 3, 2025 · There are four major types of Salesforce reports: These reports are very similar to Excel spreadsheets and provide a simplistic yet powerful means of displaying raw data. They may be …

If you’re new to Salesforce or looking to understand its reporting capabilities, this guide will walk you through the types of reports in Salesforce, their use cases, and how to choose the right one for your …

What are the different types of reports in Salesforce, and which one is the best for your needs? Read this guide to find out. 1. Tabular reports. A tabular report is a spreadsheet-like, basic report format.

Sep 6, 2025 · This blog explores the top 5 Salesforce report types every admin should master, arming you with the analytical power to make data-driven decisions that matter and create high-performance …

May 8, 2025 · There are four main report types, each suited for different needs. 1. Tabular Reports. 2. Summary Reports. 3. Matrix Reports. 4. Joined Reports. Sometimes standard report types don’t …

Apr 28, 2025 · This guide provides a detailed overview of Salesforce reports, covering the various types available, their specific formats, and how to schedule them for maximum efficiency.

Oct 28, 2025 · Salesforce reporting is a core feature for analyzing CRM data and making data-driven decisions. Understanding the types of reports available helps admins and developers choose the …