您是否正在努力为您的公司创建有意义的报告？销售团队是否仍然为您提供预测的电子表格，并且您每周必须花费数小时对最重要的数据进行分类？
The Salesforce Report Builder can help you speed up the whole process.
This robust tool enables you to build reports both faster and more efficiently by using some of the most advanced drag-and-drop features in the CRM software world.
In this guide, we will explain how you can use the Salesforce Report Builder to streamline your business and create exceptional reports to impress your shareholders.
What Is the Salesforce Report Builder?
The Salesforce report builder is an advanced tool that incorporates drag-and-drop features to make the reporting process in companies quicker and easier. After building a report, you can customize and filter the data included and then export the report to other members of the company.
This tool is especially useful for busy agency owners and executives that don’t have enough time to build reports from scratch. The creation process is very straightforward – you select a report type, report format, and then customize the fields that will be included in the report.
These fields are an innovative addition since they can be used to describe reported results. For example, if we look at a report as a table of information, the columns would be the fields, while the rows would be the results. Now, let’s say that an HR manager needs to create an employee report. The results would be individual employees and the fields would include their personal information (name, title, start date, etc.).
This may sound confusing at first, so we will explain the whole process in detail in the following headings.
How to Create a Report with Salesforce Report Builder
While creating reports is immensely easier through the Salesforce report builder, you will still have to learn how to operate this advanced tool.
我们将深入解释每个步骤，以便您立即使报告构建器启动并运行。
笔记:This guide applies only to users that are creating reports in the Classic report builder. To check out the lightning report builder guide, move on to the next heading.
Choose a Report Type
选择一个报告类型ultimately means choosing the fields and records that will be displayed in the report.
例如，如果您创建“机会”报告，则将访问“阶段”，“金额”和“类型”等字段和记录。
The two main report types that users can choose include Custom Report Types and Standard Report Types.
自定义报告允许您自定义标准对象中的Salesforce自定义对象和自定义视图（机会）。如果帐户的管理员在自定义报告类型中提供对“机会”的访问权限，则可以使用它为特定产品创建报告。
On the other hand, selecting Standard report types will provide you with access to overall Salesforce data sets.
For beginner users, we recommend that you use Standard report type naming practices if you choose to run Custom report types.
要选择报告类型，您应该打开“报告”选项卡，然后按“新报告”。接下来，选择所需的报告类型，然后单击“创建”。
笔记: Once you choose a specific report type, you can’t change it in the future.
Choose a Report Format
The next thing you have to do is select the format of your report.
您可以选择四种不同的格式，其中包括：
- Tabular– This report format provides users with by far the simplest and quickest way to check data records. The tabular format is consisted of organized columns and fields that include matching records right beneath them. Users that often create lists or records in their reports may find the tabular format as the ideal solution. The main downside of the tabular format is that you can’t create data groups or charts.
- 概括– This format has a lot of similarities with the tabular report, but it comes with a few more advantages. For example, users can combine data rows, check the subtotals, and design charts. In most cases, summary reports are used as the source for different dashboard elements. Users that need hierarchical lists in their reports (team opportunities with Stage and Owner subtotals, e.g.) are the ones that can benefit most with the summary format.
- Matrix– Matrix reports have certain advantages over summary reports in terms of allowing users to summarize data via both rows and columns. This format works best if you need to compare related totals or you often have large sets of data to summarize. Also, the matrix format is great for comparing different field values and checking data through a specific categorization (person, product, or geography).
- 加入- 通过使用加入的格式，您可以将一些报告块组合在一个地方，并获得数据的完整概述。这样，每个块用作单独的“子报告”，并具有单个列，字段和过滤。不仅如此，您还可以在加入报告中包括其他报告类型的数据。要使用加入的报告，您必须订阅企业，绩效，无限或开发人员Salesforce帐户。
The best advice is to pick a format that will enable you to capture the data you want to report and allow you to communicate it easily to other team members.
Group Your Report Data
After you choose a report format, the next step is to group the data in columns/rows to present the most important information.
To group data, you should know what these things mean:
- Data for Grouping-本部分包括从飞机报告字段e you selected and they are organized by appropriate folders. Drag a few fields here to preview how your report will look before you continue.
- 添加分组– You create groupings by dragging fields into the drop zone. Press ‘Show’ or ‘Drop Zones’ to make the groupings visible. The other option is to choose ‘Group by this Field’ in the report menu. If you use a date field for report grouping, you can choose ‘Group Dates By’ to simplify the process.
- Grouping Data in Different Report Formats– If you previously picked summary or joined reports, then you can create three different levels of grouping. On the other hand, Matrix reports allow you to create two-row/column groupings.
- 删除分组– For removing a grouping, all you have to do is click the ‘Remove Group’ option in the main menu.
- 更改分组的顺序– You can alter the order of your groupings by simply dragging the groups onto other fields. The other option is to click on ‘Move Group Up’ or ‘Move Group Down’ in the main menu if you want to change the column, or ‘Move Group Left’ and ‘Move Group Right’ to change the row.
根据需要自定义报告
Aside from simply building a report, you also want to visually edit them to make the data presentable.
Here are three panes you can use for customizing the reports:
- Field Pane 1– The fields from your report type will be displayed in this pane. You can use the search box and field type filters to quickly track down the fields you are interested in modifying. Then, drag them into the Preview Pane if you want to add them to your report. This field pane also includes options for creating, viewing, editing, and deleting custom summary formulas.
- Field Pane 2– This pane can be used for customizing the view, time frame, and custom filters in your report.
- Preview Pane– The easiest way to customize your reports is through the Preview Pane. This section includes options such as Add, Reorder, Remove Columns, Remove Summary Fields, Remove Formulas, and Remove Groupings. By altering the report format, you can display some other options you need or even add charts. Keep in mind, the Preview Pane can only display a limited amount of records, if you want to see all the results you will have to run the report.
Save Your Report
最后，您必须单击“保存”，以确保您的报告成功创建，或更新您进行的任何更改的现有报告。如果您想在没有任何更改的情况下重复报告，则应单击“另存为”。
Related:How to Schedule Reports in Salesforce? (Classic and Lighting)
Other Options
This part of the guide isn’t necessary for the report builder creation process, but it can be helpful to learn some of these advanced features in case you need them in the future.
Report Fields in Salesforce
As we said, the field panes include the fields from the report types you previously selected. Here are some additional options you can customize within these panes:
- 添加字段过滤器– If you use Tabular, Summary, or Matrix reports, you can also add report filters by dragging down fields from the Field Pane.
- Finding Fields– You can find the fields you are interested in quickly by using the search box. Use the different shortcuts that Salesforce offers, such as All, @, #, and 1, to filter the list even further.
- Adding and Removing Fields- 在表格，摘要和矩阵报告中，您可以通过将字段拖动到预览窗格中，或按下CTRL并选择多个速度来加快过程来添加字段。如果报告已经有一个字段，则无法添加任何其他内容。要删除字段，只需将列标题拖回原始字段窗格，或按“删除列”选项。
Subtotal Report Results
使用“小计报告结果”选项可以简化分析未来趋势的过程。这使您可以创建信息分组，对其进行整理，并在小计之间进行比较。如果您选择了摘要或加入报告，则可以在几个不同的字段中创建小计，以获取其他数据。
要获得小计功能，您应该打开报告，然后单击“自定义/编辑”，并在报告构建器的主菜单中的报告中创建一个附加摘要字段，
报告中的明智总计
The ‘Smart Totaling’ option is useful in case you have any duplicate data in your subtotals. By turning on this feature, the duplicate data will be only counted once.
例如，假设您的“机会”包括两个类似的产品，然后您打开“机会产品报告”以总结总机会量。在这种情况下，该金额将在报告详细信息中两次显示。
‘Smart Totaling’ fixes this and makes sure that the subtotals, grand totals, and averages are calculated correctly.
如何在Salesforce Lightning中创建报告
The Lightning Report Builder is a much more robust tool compared to the Classic Report Builder. It allows users to analyze data on a more granular level, while also bringing a lot more features to the table.
With that said, creating a report in Salesforce Lightning requires a different process.
Here is a quick overview of what the step-by-step guide looks like:
- Create a New Report
- Select Report Type
- Add Columns
- Summarize Columns
- 添加组
- 过滤记录
- Add Charts
- 运行报告
PRO TIP: Monitor Your Sales Team’s Performance in One Dashboard
Smart Sales Managers know that to achieve your monthly and quarterly goals, you have to monitor your team’s sales performance on a daily, weekly, and monthly basis. To do that, you need an actionable dashboard that summarizes both team and individual sales rep metrics and allows you to:
- 理解the current sales pipeline.
- 追踪sales rep performance.
- Compareteam results to revenue goals.
If you use the HubSpot CRM, you can benefit from the experience of our sales experts, who have put together aplug-and-play Databox templateshowing some of the most important metrics for monitoring your sales team performance. It’s simple to implement and start using as a standalone dashboard or in sales reports, and best of all, it’s free!
您只需单击几下即可轻松设置它 - 无需编码。
To set up the dashboard, follow these 3 simple steps:
步骤1：获取模板
第2步：连接在Databox HubSpot的帐户。beplay体育appios
Step 3:Watch your dashboard populate in seconds.
How to Use Salesforce with Databox
Salesforce has become one of the most popular software for agency owners and executives who are looking to quickly grow their business in every aspect.
However, tracking all the different KPIs and data sources in Salesforce can become a bit overwhelming, especially when you have a busy schedule to follow.
This is whyintegrating your Salesforce account with Databoxmay be the solution to your problems. As they say, ‘two heads are better than one’, or in this instance, ‘two software are better than one’.
When you connect your account to Databox, you will not only be able to transform all the important KPIs into understandable insights, but you will also have them delivered to your Email, Mobile, Slack, or Apple Watch in a matter of seconds.
For more information on how to connect your Salesforce account with Databox, check out这一页.
One of the main benefits of this integration is that Databox also allows you to combine all the different data sources in one comprehensive report.
Did you and your team struggle to stay on top of the关键的Salesforce指标? Not anymore.
Some of the pre-built metrics and KPIs you will gain access to include:
- Converted Leads
- Opportunities Won Revenue
- Top Sales Rep
- Opportunities Lost
- 预期收入
- Closed Cases
- Open Opportunities
- Expense Total by Project
- New Cases
这些只是一些示例，注册用户有数十个指标。
That’s not all – you will also gain access todashboard templatesthat can capture all of your Salesforce data into one comprehensive report and make it more understandable through advanced visualization features.
这只是我们通过Salesforce数据构建的一些仪表板示例。
Salesforce Leads Dashboard
TheSalesforce Leads Dashboardprovides you with a birds-eye overview of your most important Salesforce leads and lets you track your sales progress with more efficiency.
该仪表板可以回答的一些问题包括：
- Where are my leads coming from?
- How do I track new and converted leads?
- At what stage are my leads in?
Salesforce Leads Overview Dashboard
这是仪表板的另一个很好的例子，您可以用来获取Salesforce Lead的详细概述。
By integrating theSalesforce Leads Overview Dashboard, you and your team will be up to date on all important updates regarding the sales process.
Salesforce（销售管道的预期价值）仪表板
在你知名度最高的销售管道d expected opportunity values, you should consider using this comprehensiveSalesforce仪表板模板.
Some of the key metrics you will be able to track include converted leads, expected revenue, opportunities won revenue, open opportunities amount, and many more.
Related:10存在ntial Metrics to Include in Your Salesforce Dashboard
Build Reports from Your Salesforce Data in Databox
Salesforce Report Builder对于任何希望简化其报告过程的高管来说都是非常有用的工具。
However, even though creating the reports will become easier, you will still have to spend quite some time pulling out and categorizing the data you want to include in the report.
This is where Databox can come in handy.
通过将您的Salesforce帐户与DataBox连接，您将能够将所有最重要的指标和Kbeplay体育appiosPI放在一个地方。我们知道管理多个数据源会有多大的压力，这就是为什么我们找到了将它们全部组合到一个综合仪表板中的方法。
下次您开始通过Salesforce Report Builder创建报告时，您可以简单地从Databox仪表板上拿出所需的数据，从而节省大量的时间。beplay体育appios
Not only that, but you will also be able to turn those KPIs into beautiful charts and graphs through our advanced visualization features.
Want to take your report-building process to another level?注册一个免费试用版让我们提供帮助。
