How do I create reports and dashboards in Salesforce? | Scribe

    How do I create reports and dashboards in Salesforce?

    • Grace Everwood |
    • 0 step |
    • 35 seconds
    Go to [https://help.salesforce.com/articleView?id=bi_reports_dashboards.htm&type=5](https://help.salesforce.com/articleView?id=bi_reports_dashboards.htm&type=5)
    Click on the "Create Reports" button.
    Select the type of report you want to create.
    Select the fields you want to include in the report.
    Click the "Run Report" button.
    Click the "Save" button.
    Enter a name for the report and click the "Save" button.
    To create a dashboard, click the "Create Dashboard" button.
    Select the type of dashboard you want to create.
    Select the report you want to include in the dashboard.
    Click the "Add" button.
    Click the "Save" button.
    Enter a name for the dashboard and click the "Save" button.
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