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Salesforce: Custom Reporting

Reports  give you access to your data within Salesforce and by creating custom reports you are able to look at your data with different combinations that provide a unique insight.

So what goes into a report?

Report Builder

Report Builder is the tool used to create or edit reports. This tool is where you specify the type, format and the fields in the report. Reports help you answer a question by finding and compiling data and, in order to ask your research question, you must define certain criteria in the report. This criteria includes type of report, fields within the report, and filters in the report. 

Types of Reports

When you build a report, you decide on and select a report type which determines the fields you can choose from to build your report. This should be your first step when creating a new report. When you are choosing a type of report, it’s important to keep in mind the primary questions that you need the report to answer and what your related objects are. For example, there is the “Contacts and Accounts” report where your primary object is “contacts” and your related object is “accounts.” If Salesforce doesn’t already have the type of report you want, you can create a custom report that does.

Fields

Fields are used to describe the results that are provided by your report. When you are building a report, you can decide on which fields should be included such as name or occupation. You can also edit your report to have more or less later on. 

Filters

Having a lot of data can be useful but it can also get overwhelming when you want something specific. Filters help you cut down on the amount of data you’re being presented with. You can create a report that has filters to bring in data from all cases in your company and then filter again to only see the cases assigned to you. These are added when you build a report and you also have the option to edit them later.  For example, if you only want to look at your accounts that haven’t had any activity in the past 30 days, you could add the “Stale Opportunities” filter.

How does Leadtime come into this?

Leadtime integrates with Salesforce or you can directly import a list of your customers and then analyzes your internal data. After we do this, we factor in millions of additional external data points. Then our algorithm is applied to target, segment, and build lists so you can most effectively find your ideal accounts.

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June 18, 2017
by
Caitlin Glasscock
SalesTips

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