Reports will give a clear picture to the management. Management will make use of reports to track progress towards its various goals, increase revenue, and control expenditure. Reports will also help to predict trends and thus gives the advantage of the increase in profits.
There are four types of reports in Salesforce. They are as follows:
- Matrix report
- A report is formed by grouping the records by rows as well as columns. It is used when you want to see data by two separate dimensions that aren’t related, such as date and product.
- Example: Summarize opportunities by account horizontally and by month vertically.
- Summary report
- A report that provides a listing of data with groupings and subtotals. It is used when subtotals are needed, based on the value of a particular field, or when you want to create a hierarchically grouped report.
- Example: All opportunities for your team subtotaled by owner and sales stage.
- Tabular report
- A report that provides details of a company in tabular format. It is used when you want a simple list or an item list with a grand total.
- Example: These reports are used to list all accounts, list of opportunities, list of contacts, etc.
- Joined report
- A report that is created by the mixture of any combination of reports. Like matrix report plus summary report can give you a joined report. Also, matrix reports and tabular reports can give a joined report.
- Example: You can develop a report to display opportunity, case, and activity data for your accounts.
