Reports are used to make data-driven decisions.
To create a Report in Salesforce we need to either use a Standard Report Type or create a Custom Report Type.
The Report Type will
There are 4 types of Reports in Salesforce
- Tabular Report
- Summary Report
- Matrix Report
- Joined Report
Tabular Report
Tabular Reports are the simplest types of Reports. They are like a spreadsheet that filters and display records on the basis of some criteria. It is the best kind of report if you want to export data.
You can create a dashboard based on the tabular report, but you cannot create a report chart using the tabular report.
Example: All the Leads that have an estimate of more than $10,000.
Summary Report
Summary Reports are used to group records on the basis of some condition. It is used to show the sub-total on a group of records.
A summary Report looks just like a tabular report if no groupings are added to the report.
They are best suited for Dashboard Creation.
Example: Show a group of Opportunities grouped by Stage.
Matrix Report
Matrix Reports are used when we need to group data on both rows and columns.
Matrix Reports support Dashboards, Report Charts, Bucket Fields, and Formulas.
They provide the most detailed view of your data.
Example: Show a group of Opportunities grouped by Stage and Close Month.
Joined Report
A Joined Report can contain data from multiple standard or custom report types.
You can add a report type to a Joined Report if they have a relationship with the same object or objects.
So for example: So if you have Joined Report with an Opportunities Report Type you can also add a Case Report Type because they both have a relationship with the Account Object.
A Joined Report can consist up to 5 report blocks.
Joined Reports were not designed to export. So they are only used to be seen inside salesforce.
