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Create New Reports with the Report Builder

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Previous: Run and Modify Reports
  1. From the Reports tab, click New Report.
  1. Select the report type for the report and click Create.
  1. The Report Builder Screen
    • Field Pane
      1. The Fields pane displays fields from the selected report type, organized by folder. Find the fields you want using the Quick Find search box and field type filters, then drag them into the Preview pane to add them to the report.
      2. Create, view, edit, and delete custom summary formulas and bucket fields in the Fields pane as well.
      3. In the joined report format, the Fields pane displays fields from all report types added to the report, organized by report type.
    • Filters Pane
      1. Set the view, time frame, and custom filters to limit the data shown in the report.
    • Preview Pane
      1. The dynamic preview makes it easy for you to customize your report. Add, reorder, and remove columns, summary fields, formulas, groupings, and blocks. Change the report format and display options, or add a chart.
      2. The preview shows only a limited number of records. Run the report to see all your results.
  1. Choose a Report Format
    • Tabular - 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. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
    • Summary - 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. Summary reports with no groupings show as tabular reports on the report run page.
    • Matrix - 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. Matrix reports without at least one row and one column grouping show as summary reports on the report run page
    • Joined - 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.
  1. Group your Report data
    • Group data in columns or rows in summary, matrix, and joined reports to display meaningful information. For example, group Comps by Close Date to see closed Comps. You can have groupings inside groupings.

Next: Filter Reports



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