The most basic kind of report you can create is a tabular report, which is just a simple list of records.
Create a Tabular Report
The most basic kind of report you can create is a tabular report, which is just a simple list of records.
- Click the Reports tab.
- Click New Report.
- Select a Report Type.
You may need to specify what kind of records you want to include in your report.
- Search in the Quick Find field.
- Browse the Report Type folders.
- Click Create.
Salesforce creates a basic lead report and displays it in the Report Builder.
Save a Report
Once you’ve created a new report, you’ll need to save it.
- Click Save.
- Enter a Report Name.
- (Optional) Enter a Report Description.
- Select a Report Folder where you want to save your report.
Different Report Folders have different permission levels. For example, only you can view reports saved to your My Personal Custom Reports.
- Click Save or Save and Run Report.
The report is saved.
