Friday, 6 January 2012

Salesforce.com Reports Explained


There are 3 kinds of reports in salesforce.com
1) Tabular Reports
2) Summary Reports
3) Matrix Reports
Each Report has a specific use and I am listing down the scenario's in which each type of Reports will be used:-
Tabular Reports: - These kinds of reports are used when the requirement is just to view the data.
Some of the examples are:-
  • Show me all Open Opportunities
  • Show me List of all Accounts which do not have any closed opportunity
  • Show me top 10 Opportunities by revenue
Dashboards cannot be created on Tabular Reports: - Salesforce.com ADM 201 certification question
Summary Reports: - These reports are used when the requirement is to summarize only X Axis. In short if you need to do the sum or calculate the average on even one parameter then summary report is the answer.
Some of the examples are:-
  • Show sum of all Open Opportunities
  • Show opportunities subtotal by my Team
Matrix Reports: - These reports are used when the requirement is to summarize both the Axis i.e. when requirement is to group both Rows as well as Columns.
Some of the examples are:-
  • Show Accounts grouped as Customer or Prospect depending on the opportunity stage
  • Show monthly performance of Salesteam on closing opportunity by Geography for current year
Note:- Charts cannot be made on Tabular Reports as no grouping of data is available

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