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.
- Click the Reports tab.
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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.