There are different types of reports in Salesforce and this report helps us to analyze and summarize our data. We can get reports of every object like leads, accounts, contacts, opportunities, and many other objects.
Today in this post we will know in detail about Report Types in Salesforce Lightning & Classic and how to create report types in Salesforce.
Report Types in Salesforce Lightning (types of reports in Salesforce with examples)
You can create different types of reports in Salesforce Lightning. And with the help of these reports, you can analyze and visualize your business data. Given below are the types of reports available in Salesforce Lightning and Classic.
Tabular Reports: In this Salesforce Tabular Reports, you can view the data in simple table format and group and summarize the data. You can use filters to see the results in no time.
For example:- Tabular reports can show us a list of all closed deals for a specific time period and we can see the deal name, owner, close date, amount, and other relevant fields.
Summary Reports: This provides a higher level of data analysis by grouping and summarizing data in Salesforce Summary Reports. You can add subtotals, and grand totals to the summarized data and also create charts to visualize.
For example:- The summary report can group sales opportunities by region and view the total amount for each region. With this, the summary report can show us the distribution of entire opportunities across regions in a single chart.
Joined Reports: This report makes a single report by combining data from many report types. You can create different blocks for each report type and customize the layout of each block. Join reports are useful when you want to analyze related data from different sources.
For example:- In a joined report, we can see the sales revenue of the region and the number of leads by source.
Matrix reports: This report allows you to group records on the basis of both rows and columns. Setting up Matrix reports is not that easy, it takes a lot of time.
But they provide the data in a detailed manner. Like summary reports, matrix reports can also contain graphs and can be used in dashboards.
For example:– a metrics report might display the number of support cases by product type and priority, showing totals for each combination.
Dashboard Reports: With the help of these Reports, we can see multiple reports and charts on a single screen. And you can create interactive and visually appealing dashboards by combining different report types, adding filters, and arranging components.
Salesforce Lightning report types give you the flexibility you need to analyze and present data. And empower users to take business decisions.
Difference Between Reports and Report Types in Salesforce
It is very important to know what is the Difference Between Reports and Report Types in Salesforce. Read the points given below carefully.
|Helps to analyze and visualize the data stored in the system.||It defines the set of records that can be included in the report.|
|Provides a way to summarize, filter, and display information from Salesforce objects such as accounts, contacts, opportunities, and custom objects.||It takes the decision as to which objects and fields to select while creating the report.|
|Helps users gain insight into data and make business decisions.||Each report type is associated with a primary object and can include objects related by predefined relationships.|
Report Types in Salesforce FAQs
There are 4 types of reports in Salesforce Tabular Reports, Summary Reports, Joined Reports, and Matrix Reports.
There are 4 types of reports available in Salesforce.
Report types in Salesforce mean it defines the set of records and fields.