Create a Contact and Account Report Tutorial
This guide provides step-by-step instructions on how to create a Contact and Account Report. By following these steps, users will be able to generate a comprehensive report that includes contact IDs, descriptions, account descriptions, and other relevant information. This tutorial also covers filtering options and how to save and customize the report for future use.
Benjamin Johnson
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57 steps
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5 minutes
Salesforce
1
Navigate to [https://ministry.lightning.force.com/lightning/r/Report/00O5c000007rsxBEAQ/view](https://ministry.lightning.force.com/lightning/r/Report/00O5c000007rsxBEAQ/view)
2
Click "Reports"
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Click "New Report"
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Click "Accounts & Contacts"
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Click "Contacts & Accounts"
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Click "Start Report"
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Click the "Add column..." field.
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Type "contact"
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Click "Contact ID"
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Click the "Add column..." field.
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Type "desc"
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Click "Description"
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Click "Description"
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Click this icon.
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Click the "Add column..." field.
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Type "desc"
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Click "Account Description"
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Click "Account Description"
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Click the "Add group..." field.
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Click "Contact Owner"