Chat with us, powered by LiveChat

Create a Tabular Report

How to Create a Tabular Report in Salesforce

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.

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.

  1. Click the Reports tab.
  2. Click New Report.
    Create a Tabular Report
  3. 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.
  4. Click Create.
    Create a Tabular Report

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.

  1. Click Save.
  2. Enter a Report Name.
  3. (Optional) Enter a Report Description.
  4. 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.

  5. Click Save or Save and Run Report.
    Save a Report

The report is saved.