Salesforce Reports:
Salesforce provides powerful reporting and generation tools on the data stored in the objects. You can view Salesforce reports in one of four formats.Each format has different strengths. Select a format that displays the essential features of the data without over complicating it.
Joined Reports:
- Tabular Reports
- Summary Reports
- Matrix Reports
- Joined Reports
Also Read: What Are Reports?
Tabular Reports:
Summary Reports:
Matrix Reports:
Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total.
Note:Tabular reports can't be used to create groups of data or charts, and can't be used in dashboards.
Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner.
Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography.
Joined Reports:
Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
