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Salesforce Reporting
This tutorial will guide you through the steps of how to create a report in Salesforce. Salesforce reporting can be used for many purposes, such as ID Workloads as exemplified in this tutorial.
Step 1: Once logged into Salesforce, select the “+” tab.
Step 2: Select Reports.
Step 3: Select New Report.
Step 4: Lookup Products in the “Quick Find” field.
Step 5: Select Products, then click on Create.
Step 6: Select Remove All Columns.
Step 7: Confirm by clicking OK.
Step 8: Drag and drop your desired fields into the report from the “Fields” section.
Step 9: Add filters to specify ranges.
Step 10: Once you have added all your filters, click the Run Report button.
Step 11: If you would like to export your report to an Excel spreadsheet, click the Printable View button.
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