![]() When generating a summary report, you can group data from different accounts. You can generate a summary report to show multiple groups of data. Salesforce Summary Reports are among the most basic and frequently used types of reports. The 4 Salesforce report types are as follows: Summary – Common & Popular Some reports only provide a brief overview of certain data, while others offer more in-depth insights. ![]() Each style of report is designed for specific data review purposes. There are four types of reports available via Salesforce. You can use this data to inform business decisions and improve customer relations. Salesforce reports allow you to easily and efficiently understand data within your system. What are Reports in Salesforce? 4 Types to Know This flexibility allows you to rapidly digest the information from numerous Salesforce reports that contain related data. You can incorporate multiple dashboard tools onto your page. The Salesforce dashboard is highly customizable. ![]() For instance, you can convert report data into a pie chart and bar chart. However, you can view a Salesforce report with multiple dashboarding tools. No component will display data from multiple reports. Each component on the dashboard displays data from a single report. Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Reports can be made public, shared, or left hidden. You can control who can access these reports by setting custom permissions. You can refine reports by filtering them or grouping them with other data sets.Įach Salesforce report is stored in a specific folder. In Salesforce, your reports will be displayed in columns and rows. Generally speaking, a report is simply a list of data points or records that are compiled based on criteria that you define. Difference between Salesforce Reports & Dashboardsīefore we delve into the various Salesforce report types, let’s recap the difference between reports and dashboards. Our team even discusses some notable shortcomings in Salesforce’s reporting functionality and reveals how you can streamline your data. In it, we break down report types and functions. To help, we have created this comprehensive guide to Salesforce reporting. The truth of the matter is that generating Salesforce reports can be quite tedious, especially if you are relatively new to the platform. If a granularity is specified in the Report_Attributes header, the usage counts might not be totals by month but for example totals by year or Reporting_Period totals.Unfortunately, this is often easier said than done.Reporting_Period_Total must not be included.Fields with missing or unknown values are either expressed as empty as appropriate for the data type (if the field is required by the specification) or omitted.Instance elements with a Count of zero are omitted Performance elements without Instance element are omitted Report_Items without Performance elements are omitted.all rows in a tabular report which only differ by Metric_Type and the usage data are included in one Performance element in the JSON report). The usage data is reported in a Performance, Period and Instance structure which also includes the Metric_Type (i.e.The differences compared to the body in the tabular reports are: Arrays are used for multiple values instead of encoding them into a string.įor COUNTER reports in JSON format the body is in the Report_Items field (see the COUNTER_SUSHI API Specification for details).Exceptions include additional information (Severity, Help_URL).In the JSON report these elements are included in Report_Filters. These elements are actually report filters which are separate header elements in the tabular reports for easier reading. The header does not include the elements Metric_Types and Reporting_Period.The header includes an additional element Customer_ID, the value is the Customer ID used for the SUSHI request (not empty). ![]() The differences compared to the header in the tabular reports are: For COUNTER reports in JSON format the header is in the Report_Header field (see the COUNTER_SUSHI API Specification for details).
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