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

How do I create reports and dashboards in Salesforce?

Creating reports and dashboards in Salesforce can be a great way to gain insights into your business operations. Reports and dashboards can help you track key performance indicators, identify trends, and make data-driven decisions. With Salesforce, you can create custom reports and dashboards tailored to your specific needs, allowing you to quickly and easily access the data you need to make informed decisions. Knowing how to create reports and dashboards in Salesforce can help you get the most out of your data and make the most of your Salesforce investment.
Created by Ghostwriter from Scribe | 13 steps
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.

Ghostwriter made this Scribe in 35 seconds.

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