1. Build a ReportWhen you have questions about your Salesforce data, like “How much revenue did we earn in the South East last quarter?”, “Which lead source is generating the most closed opportunities?”, or “What is the average age of all open cases?”, build a report to get the answers.
2. Filter Report DataWhat if your report gives you more data than you need? Use filters to pare down your report until it only shows the data that you want.
3. Schedule and Subscribe to ReportsSchedule and Subscribe to Reports and receive notifications that keep you informedabout metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria thattrigger report notifications.
4. Export and Connect Reports to Other ToolsExport or connect a report to another tool, such as Quip, to work with report data outside of Salesforce.
5. Organize ReportsKeep your reports at your fingertips by sorting them into folders and deleting unused reports. If you have a lot of reports, you can use the search field to find the one you need.
6. Report Limits, Limitations, and AllocationsAs you report on your data, be aware of these limits, limitations, and allocations.
7. Troubleshoot ReportsUse these tips to help solve problems that arise when you’re working with reports.