Analyze and visualize your data with reports and dashboards. Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data.
Here’s a quick intro to running, sorting, filtering, and visualizing your data.
- Run a Report
Reports give you access to the data your organization has accumulated over time, enabling you to make informed decisions. - Sort Report Results
Sort a report by the data in a particular column by clicking that column’s heading. Clicking a column header sorts data according to that column’s ascending order: text is sorted from A to Z, numerical data is sorted from lowest to highest, and time/date data is sorted from earliest to latest. - Create Filters that Use Special Picklist Values
Use special picklist values for your search criteria. These special picklists have values of either True or False. - Visualize Your Data with Dashboards
Create a dashboard to show data from your report with a visual component, for example a pie chart.