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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)
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Click on the "Create Reports" button.
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Select the type of report you want to create.
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Select the fields you want to include in the report.
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Click the "Run Report" button.
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Click the "Save" button.
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Enter a name for the report and click the "Save" button.
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To create a dashboard, click the "Create Dashboard" button.
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Select the type of dashboard you want to create.
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Select the report you want to include in the dashboard.
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Click the "Add" button.
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Click the "Save" button.
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Enter a name for the dashboard and click the "Save" button.
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