---
schema_version: "1"
id: eaeb53fc446c395aba3fb22db73b2e62e72b961866a537109df56d12c44cddca
title: Customizing Reports 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_what_is.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_builder_what_is.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed6605ebdd29796c8714bcf6d5f748d85d26a5ed0f6c76080262df9a6f01187f
description: 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.
products:
  - Cross Cloud
release: "264"
---
# Customizing Reports in Salesforce Classic

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.

### 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>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>

To optimize screen real estate, report builder uses a compressed page header. To view your application tabs, simply close the builder or click the Salesforce logo.

![Report builder page showing three numbered sections](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/reportbuilder_panes.png)

- Fields Pane (1): Find the fields you want using the Quick Find search box and field type filters, then drag them into the Preview pane to add them to the report. You can create, view, edit, and delete custom summary formulas and bucket fields in the Fields pane as well.
    
    In the joined report format, the Fields pane displays fields from all report types added to the report, organized by report type.
- Filters Pane (2): Set the view, time frame, and custom filters to [limit the data](https://help.salesforce.com/s/articleView?id=analytics.reports_limiting.htm&release=264.0.0&type=5 "Set limits to the scope of your report to avoid processing too many records. The built-in choices for limiting your results vary according to the object you’re reporting on.") shown in the report.
- Preview Pane (3): The dynamic preview makes it easy for you to customize your report. Add, reorder, and remove columns, summary fields, formulas, groupings, and blocks. Change the report format and display options, or add a chart. The preview shows only a limited number of records. Run the report to see all your results.

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)

#### See Also

- [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.")
- [Build a Report in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_editing.htm&release=264.0.0&type=5 "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.")