Today, let's create a report, which is one of the main features of Salesforce. As you know, Salesforce is a cloud platform that executives and managers love. With Salesforce, you can provide executives with a quick overview of the current situation and results that they would like to know. Based on my experience, administrators tend to require more detailed reports, while executives seem to prefer dashboards that provide a quick overview through charts. To build a dashboard, you need to start by creating a report.
* Note that the Data Import Wizard practice should be completed first.
Report
Reports are based on objects. Standard objects already have predefined report types, so no additional setup is required for them. However, when creating reports based on standard and custom objects, pre-work is needed in Setup - Report Types. For today's exercise, we are only working with the Account object, so we won't cover the details of setting up Report Types.
Scenario
Today's scenario is as follows:
"We have members at our fitness center who are not taking personal training sessions. We would like to run a promotion targeting these members, but first, we need a list. Please make a list of members who have joined since 2021 and are not taking personal training sessions. Additionally, please include their membership levels."
Report Create
On the top, Click the Reports tab and then New Report Button.
If you don't see the Reports Button, click the arrow icon on the right.
Standard objects have already pre-defined Report Types. You just need to choose what you want for this.
We are using only the Account object. So, click the Accounts on the first line.
Click 'Update Preview Automatically' to see changes.
Let's start by displaying all Accounts on the screen. Go into the Filters and set it to "All accounts" and "All Time."
First, let's start with the essential fields: Account Name, Membership Duration, Join Date, and Membership Type. Field configurations may vary slightly depending on the purpose of the report and the creator's preferences. You've already grouped members by their membership levels. Furthermore, there is unnecessary content in the table. Subtotals and Grand Totals are not necessary, so we'll turn off those options.
The table looks better now, but it seems that there are some accounts shown that are not relevant to today's exercise. Additionally, the current data includes both members with personal trainers and those without. It even includes data for members who joined before 2022. Let's make adjustments through filtering.
To apply the filters, follow these steps:
1. Click on the "Add filter..." option in the Filters section at the top.
2. Choose the field you want to filter by, such as "Personal Trainer," and set it to "equals True."
3. Select "Join Date" and set the condition to meet the requirement for members who joined from 2022.
4. At the top, click "Save & Run."
5. Name your report "Member without Trainer Report."
6. Set the storage location to "Public."
Now you see the completed report.
In our next post, we will deal with how to make a dashboard based on a report.
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