Back to Basics: Building Reports

Do you struggle to build the reports your manager is asking for? Are you still attending every meeting with pages of Excel documents?

Salesforce reporting provides a wealth of pre-built reports, and for more complex requirements, the drag and drop builder for custom reports is actually very easy to use. Despite looking a little daunting at first, with a bit of practice, you can be up and running building reports like a pro in no time.

This piece provides a great, easy to follow introduction, and is well worth a read. As always, if you need any help to get your reports up to scratch, then do get in touch.

Not only do you have access to a whole host of pre-built Reports which you can run as is or customize, you have the ability to create Custom Reports specific to Users’ requirements.