Report Customization
One of the great things about Salesforce CRM is being able to easily generate reports containing the information that’s most important to you. With a large number of standard reports available out of the box, you can be reporting in no time.
In the planning process, you determined what information you need to pull from Salesforce CRM based on your current business needs. Then you customized the application based on those needs. After you add any custom fields to Salesforce CRM, it’s time to re–evaluate whether you have all the information you need to pull the proper reports.
Here’s what you can do with reports:
- Customize the standard reports to better fit your business needs.
- Create custom reports from scratch and determine which fields they contain, how they’re laid out, sorting options, date ranges, and charting options.
- For step-by-step instructions, see the "Customizing Standard Reports" and "Creating a Custom Report" online Help topic
- See also the Administrator Fundamentals – Customizing Reports training segment.
