Run a Report

Reports give you access to the data your organization has accumulated over time, enabling you to make informed decisions.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To run reports: Run Reports
To schedule reports: Schedule Reports
To create, edit, and delete reports:

Create and Customize Reports

AND

Report Builder

To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name.

  1. Click the Reports tab.
  2. Find the report you want to run and click the report name.

    If you’re already viewing a report, click Run Report to run it.