--- schema_version: "1" id: 104b92fca99b0a67e50a3312c895d1de3e9a638b28bf46d461487301bb6fef9f title: Report Formats 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_changing_format.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_changing_format.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2c7b492d86da5e0741f50c7248abcb4d69d247686401422ed16a57450b4d6285 description: 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. products: - Cross Cloud release: "264" --- # Report Formats in Salesforce Classic 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. ### Required Editions

Available in: Salesforce Classic

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Available in: Enhanced Folder Sharing

User Permissions Needed
To create, edit, and delete reports:	Enhanced Folder Sharing Create and Customize Reports AND Report Builder

You can choose one of the following report formats using the **Format** menu of the report builder. Tabular format is the default.

Format	Description
Tabular	Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
Summary	Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by `Stage` and `Owner`. Summary reports with no groupings show as tabular reports on the report run page.
Matrix	Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page. Building Matrix Reports (Salesforce Classic)
Joined	Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types. Joined reports are available only in Enterprise, Performance, Unlimited, and Developer Editions. Introducing Joined Reports in Salesforce (Salesforce Classic)

## Change the Report Format If you change the report format, it affects filters and groupings, as follows:

When you change...	What Happens?
Tabular to Summary or Matrix	The `Rows to Display` filter is removed.
Summary, Matrix, or Joined to Tabular	All groupings, charts, and custom summary formulas are removed from the report. Grouping fields aren’t converted to columns in the tabular report. If the joined report contained multiple blocks, the columns from only the first block are included in the tabular report.
Summary to Matrix	The first summary grouping becomes the first row grouping. The second becomes the first column grouping. The third becomes the second row grouping. If you're using the report wizard, the third summary grouping is removed.
Matrix to Summary	The first row grouping becomes the first summary grouping. The second row grouping becomes the third summary grouping. The first column grouping becomes the second summary grouping. The second column grouping is removed. If you're using the report wizard, both the second row grouping and second column grouping are removed.
Tabular, Summary, or Matrix to Joined	The existing report becomes the first block in the joined report, and the report type becomes the principle report type for the joined report. Joined report blocks are formatted as summary reports, so if you switch from a summary to a joined report, your groupings stay the same. If you switch from a matrix to a joined report, groupings are converted the same way as when you switch from a matrix to a summary report. The following items aren’t supported in joined reports, and aren’t converted: Bucket fields Cross filters The `Rows to Display` filter

#### See Also - [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.")