---
schema_version: "1"
id: f70d350c53906a5eeb4a80b896d00984028c287639236ff2231d4d73f691d8b2
title: Build a Report in Salesforce Classic
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_builder_editing.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_builder_editing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 494db04732a5939fa3e33f894c9ba425d80e9413f61a959cfe1345d6b19f39c2
description: Report Builder is a drag-and-drop tool for accessing your data quickly and comprehensively. Use it to set up new reports and edit existing ones.
products:
  - Cross Cloud
release: "264"
---
# Build a Report in Salesforce Classic

Report Builder is a drag-and-drop tool for accessing your data quickly and comprehensively. Use it to set up new reports and edit existing ones.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d76652e88">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d76652e88 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d76652e88 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report
                    Builder</p>
                </dd>

              </dl>
            </td>

          </tr>
        </tbody>
      </table>

Watch a Demo: [![Watch video demo icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png) Getting Started with Report Builder (Salesforce Classic)](https://salesforce.vidyard.com/watch/-8deIXAgRiNA7zJnyTr_3w)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_note.png)

Note These instructions are for building reports in the Classic report builder. To learn how to build a report using the Lightning report builder, see [Build a Report in Lightning Experience (Beta)](https://help.salesforce.com/s/articleView?id=analytics.reports_build_lex.htm&release=264.0.0&type=5 "Lightning Report Builder is a powerful and intuitive tool for analyzing your Salesforce data. Group, filter, and summarize records to answer business questions like “How much revenue did we generate from new business in California last quarter?” For a visual overview of your data, add a report chart. Refresh the preview to see progress as you build. When finished, run your report to see the full results.") in Salesforce Help.

- To customize an existing report using report builder, click the name of a report and click **Customize**.
- To optimize screen real estate, report builder uses a compressed page header.
- To view your application tabs, close the builder or click the Salesforce logo.

1. **[Choose a Report Type in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_selecting_a_report_type.htm&release=264.0.0&type=5)**  
    The report type you choose determines which records and fields appear in your report. For example, the Opportunities report type gives you access to Opportunity records and fields like Amount, Stage, and Type.
2. **[Report Formats in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_changing_format.htm&release=264.0.0&type=5)**  
    A report can use the tabular, summary, matrix, or joined format. Choose a format that’s complex enough to capture the data you want to show, but simple enough to communicate it effectively.
3. **[Group Your Report Data in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields_groupings.htm&release=264.0.0&type=5)**  
    Group data in columns or rows in summary, matrix, and joined reports to display meaningful information. For example, group opportunities by Close Date to see closed opportunities or group cases by product to see the number of cases for each product. You can have groupings inside groupings.
4. **[Keep Working While Your Report Preview Loads](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_asych.htm&release=264.0.0&type=5)**  
    For most actions, you can continue working on your report while the preview loads. For example, when editing a report you can drag multiple fields into the report, then create a grouping while those columns load.
5. **[Customizing Reports in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_what_is.htm&release=264.0.0&type=5)**  
    Report builder is a visual editor for reports. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data.
6. **[Report Fields in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields.htm&release=264.0.0&type=5)**  
    The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can create, edit, and delete.
7. **[Subtotal Report Results in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_subtotal.htm&release=264.0.0&type=5)**  
    Subtotaling your reports gives you a tool to analyze trends in the data. You can group sets of information, sort the groupings, and compare subtotals for each set against the overall total. In summary and joined reports, you can also subtotal by multiple fields to give you cascading sets of information.
8. **[Smart Totaling in Reports](https://help.salesforce.com/s/articleView?id=analytics.reports_smart_totaling.htm&release=264.0.0&type=5)**  
    Smart totaling means that duplicate data is counted only once in a subtotal or total. Salesforce uses smart totaling when you run reports that include duplicate data in any column chosen for summing or averaging. Smart totaling is also available in dashboard widgets.
9. **[Save Your Report in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_saving.htm&release=264.0.0&type=5)**  
    Click **Save** to update an existing report with recent changes, or **Save As** to clone the original report without changing it. In Lightning Experience, click **Clone** to clone the report.

#### See Also

- [Keep Working While Your Report Preview Loads](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_asych.htm&release=264.0.0&type=5 "For most actions, you can continue working on your report while the preview loads. For example, when editing a report you can drag multiple fields into the report, then create a grouping while those columns load.")
- [Build a Report](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_build.htm&release=264.0.0&type=5 "When you have questions about your Salesforce data, like “How much revenue did we earn in the South East last quarter?”, “Which lead source is generating the most closed opportunities?”, or “What is the average age of all open cases?”, build a report to get the answers.")
- [Report Fields in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields.htm&release=264.0.0&type=5 "The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can create, edit, and delete.")
- [Choose a Report Type in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_selecting_a_report_type.htm&release=264.0.0&type=5 "The report type you choose determines which records and fields appear in your report. For example, the Opportunities report type gives you access to Opportunity records and fields like Amount, Stage, and Type.")
- [Customizing Reports in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_what_is.htm&release=264.0.0&type=5 "Report builder is a visual editor for reports. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data.")
- [Report Formats in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_changing_format.htm&release=264.0.0&type=5 "A report can use the tabular, summary, matrix, or joined format. Choose a format that’s complex enough to capture the data you want to show, but simple enough to communicate it effectively.")
- [Create a Custom Report](https://help.salesforce.com/s/articleView?id=analytics.reports_custom.htm&release=264.0.0&type=5 "You can customize standard reports, or you can build custom reports from scratch to suit the exact needs of your organization.")
- [Combine Different Types of Information in a Joined Report](https://help.salesforce.com/s/articleView?id=analytics.reports_working_with_joined.htm&release=264.0.0&type=5 "The joined report format lets you view different types of information in a single report. A joined report can contain data from multiple standard or custom report types. You can turn any existing report into a joined report using the report builder.")