Custom Reports Feature Overview
With Salesforce, business users can create custom reports that combine information from all of our on-demand solutions. You get reports instantly using a reporting wizard that walks you through the required steps. It's also easy to perform calculations and to customize high-impact graphs to depict data visually.
This feature is available in all Editions.
Feature Details:
NOTE: Don't forget to check out the Analytics blog for more information!
With Salesforce, business users can create custom reports that combine information from all of our on-demand solutions. You get reports instantly using a reporting wizard that walks you through the required steps. It's also easy to perform calculations and to customize high-impact graphs to depict data visually.
This feature is available in all Editions.
Feature Details:
- Report Wizard: Quickly create the right report with a five-step wizard that provides point-and-click options for creating the exact report you need.
- Integrated Data: Create integrated reports from the many data sources across Salesforce, including leads, opportunities, accounts, customer assets, services, and so on.
- Real-Time Data: Improve business decisions with up-to-the-minute reports that contain the latest information from sales, marketing, and service. Get an instant snapshot of your business today - not a picture of what it looked like yesterday.
- Custom Report Formulas: Create mathematical formulas to aggregate and perform calculations on raw data within Salesforce and avoid exporting to spreadsheets for detailed calculations. Quickly calculate win rates, coverage ratios, actual vs. goal comparisons, and more.
- Conditional Highlighting: Highlight exceptions and out-of-range values to assist in quick identification of anomalies and spotting of trends in large amounts of data.
- Report Management: Create folders and views to organize reports in a way that suits you. Share reports throughout the organization.
- Salesforce.com product feature page: there are a number of feature overview pages on www.salesforce.com which highlight the robust reporting abilities of Salesforce. Visit the Packaged Reports page or the Sales Reports & Dashbaords resource for an introduction to customizable sales reporting.
NOTE: Don't forget to check out the Analytics blog for more information!
