Salesforce Reporting

This tutorial will guide you through the steps of how to create a report in Salesforce. Salesforce reporting can be used for many purposes, such as ID Workloads as exemplified in this tutorial.

Step 1: Once logged into Salesforce, select the “+” tab.

Step 2: Select Reports.

Step 3: Select New Report.

Step 4: Lookup Products in the “Quick Find” field.

Step 5: Select Products, then click on Create.

Step 6: Select Remove All Columns.

Step 7: Confirm by clicking OK.

Step 8: Drag and drop your desired fields into the report from the “Fields” section.

Step 9: Add filters to specify ranges.

 

 

Step 10: Once you have added all your filters, click the Run Report button.

Step 11: If you would like to export your report to an Excel spreadsheet, click the Printable View button.