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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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