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how to create a report in salesforce
6 steps
1
Log in to Salesforce
Visit the Salesforce website and enter your credentials to log in to your account.
2
Navigate to the Reports Tab
Once logged in, locate the **Reports** tab in the main navigation menu. Click on it to access the reports section.
3
Click on New Report
In the Reports section, click the **New Report** button to start creating a new report.
4
Select the Report Type
Choose the appropriate report type from the list provided. This determines the data you will be able to include in your report.
5
Customize Your Report
Use the report builder to add fields, filters, and groupings as needed. Make sure to save your changes regularly.
6
Run and Save Your Report
Click the **Run** button to view your report. If satisfied, click **Save & Run** to finalize and store your report.
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