How To Create a Report in Salesforce
Here is a step-by-step tutorial to create a report in Salesforce:
- Head over to Reports in the menu bar at the top of the page..
- Click on New Reports to open the Create Report pop-up.
- Select the report you want to create. (E.g. Contact and Accounts)
- Click on the Start Report button.
- Make sure the Update Preview Automatically toggle is turned on.
- Update the Filters to suit your requirements.
- For Example, you can set the Mailing country to be United States to only view contacts from the United States.
- Hit Apply to create your filter.
- Finally, click on the Run button to start your report.
- Your report is now created! You can export your report by clicking on the down arrow beside the Edit button and hit Export.
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