For advanced users wanting a good overview of creating and customising Reports, watch this 4-minute Salesforce video on Building Reports or follow the steps below:
- From the reports tab, click New Report
- Choose a report type, then click Continue.
The report type you choose determines which records are returned and which fields are available in your report. See Atamis Report Types for further details.
- The report opens in edit mode, and shows a preview.
In edit mode, add and remove fields to your report as columns, group rows and columns, filter report data, and show or hide a chart.
Customize your report until it shows exactly the data that you need.
To add a column to your report
- Choose a field from the Add column... picklist.
- Alternatively, expand the Fields pane, then drag-and-drop a field onto the Columns list or directly onto the report preview.
To remove a column from your report
- From the Columns list, find the column you want to remove.
- Alternatively, from the preview pane, find the column you want to remove. Click | Remove Column.
- To remove all columns from your report, from the Columns list, click X.
REMINDER Removing a column from your report doesn’t delete the field. If you remove a column, but want it back, add again.
To summarize a column in your report
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From the preview pane, find the column you want to summarize. Click Summarize.
- Choose how you want to summarize the column: Sum, Average, Max, Min.
- To group records in your report,
- Choose a column from the Add group... picklist under GROUP ROWS.
- After grouping a row, you can group a column by choosing a column from the Add group... picklist under GROUP COLUMNS. Group up to 2 rows and 2 columns.
- After grouping records by a date field, you can also customize date granularity. First select the date field you want to group your report by. Then, for Group Date By..., apply a calendar or fiscal period.
- Alternatively, drag-and-drop a column from the Columns list or from the preview pane onto the GROUP ROWS or GROUP COLUMNS list.
Alternatively, from the preview pane, find the column you want to group. Click | Group Rows by This Column (or Group Columns by this Column).
After adding a group, you can show or hide detail rows, subtotals, and a grand total by toggling switches at the bottom of the preview pane.
To ungroup records in your report
From the Groups list, find the group you’d like to ungroup and then click X.
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- Alternatively, drag-and-drop the group onto the preview pane.
- To ungroup all groups in your report, from the Groups list, click the bin icon
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Unless you drag-and-drop the group onto the preview pane, removing a group also removes the column from your report. If you still want to show the column, add it back.
To filter records from your report, click FILTERS.
Depending on which report type you chose, your report has between two and four standard filters which are applied by default.
Most templates include a Show Me filter and a Date filter. The Show Me filter scopes report results around common groups, like “my opportunities” or “all opportunities”.
The Date filter scopes results around a date field, like “created date” or “closed date”.
- To add a field filter, choose a field from the Add filter... picklist.
- To edit a filter, including standard filters, click the filter.
- To remove a filter, click the icon on the filter.
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To add a chart, first add at least 1 group, then click Add Chart.
- A chart appears. To customize the chart, click . Change the chart type, colour palette, and more.
To show or hide the chart, click on the pie chart icon.
To remove the chart, click on the chart icon
- Click Save. If you’re creating a brand-new report, give it a name.
- OPTIONAL Give it a description. With access and sharing in mind, save the report in an appropriate folder.
- To view complete report results, click Run.
The Report Builder area (Edit) displays only sample data. Click Run Report to see the full report.
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