Reporting Fundamentals
What are Reports?
A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. We can create reports from any data in the system and tailor to the needs of our staff, funders, grantmakers, etc.
Learning to Make Reports
Please watch this video to learn how to make a basic report.
For many staff members, the video you just watched will have most of the information you need to make your reports. For staff who use reports more often, you likely will want to learn about some other common reporting tools, ordered by decreasing relevance.:
Filter Logic
Formulas
Where do Reports live?
Reports are generated and stored in the Reports tab, and every report must be organized into a report folder. Folders can be public, hidden, or shared.
Once you create a report for the first time, you can easily refresh that report’s data as often as desirable by clicking the “Run Report” button. All reports except for Joined Format reports are exportable to Excel.
