Unlike standard report types, custom reports do not adhere to predefined formats or structures. They are instrumental in uncovering insights from related but distinct sources of data.Ĭustom reports offer unparalleled flexibility, allowing users to design reports tailored to their specific requirements.

Joined reports facilitate comparative analysis, enabling users to identify similarities, differences, and correlations between disparate datasets. Users can customize the layout and organization of the report blocks to suit their analytical needs. Each report block functions independently, with its own set of filters, groupings, and columns. Joined reports combine data from multiple report blocks into a single view, allowing users to compare related datasets side by side. They are particularly useful for visualizing complex data structures and identifying trends across multiple dimensions. Matrix reports enable users to summarize data by both row and column groupings, providing a comprehensive understanding of relationships within the dataset. They offer a multidimensional view of data, making it easier to identify correlations and comparisons. Matrix reports organize data into a grid format, allowing users to analyze information across both rows and columns simultaneously. Summary reports are invaluable for gaining insights into trends, patterns, and performance metrics across different segments of your data. Users can group data by specific fields and apply filters to focus on relevant subsets. These reports offer subtotal calculations, such as totals, averages, and counts, making them suitable for analyzing data hierarchically.

Summary reports aggregate data into groups based on specified criteria, providing summarized views of information. Tabular reports are ideal for generating lists of records and are commonly used for quick data reference and export. Users can apply filters, groupings, and sort to customize the report according to their requirements. They provide a basic yet effective way to view and analyze raw data. Tabular reports present data in a simple, spreadsheet-like format, displaying records as rows and fields as columns. Salesforce offers five primary report types, each designed to cater to specific analytical needs: A Better Way to Create Salesforce Reports:.So they are only used to be seen inside salesforce. Joined Reports were not designed to export. So for example: So if you have Joined Report with an Opportunities Report Type you can also add a Case Report Type because they both have a relationship with the Account Object.Ī Joined Report can consist up to 5 report blocks. You can add a report type to a Joined Report if they have a relationship with the same object or objects. Joined ReportĪ Joined Report can contain data from multiple standard or custom report types. They provide the most detailed view of your data.Įxample: Show a group of Opportunities grouped by Stage and Close Month. Matrix Reports support Dashboards, Report Charts, Bucket Fields, and Formulas. Matrix Reports are used when we need to group data on both rows and columns. They are best suited for Dashboard Creation.Įxample: Show a group of Opportunities grouped by Stage. It is used to show the sub-total on a group of records.Ī summary Report looks just like a tabular report if no groupings are added to the report. Summary Reports are used to group records on the basis of some condition. You can create a dashboard based on the tabular report, but you cannot create a report chart using the tabular report.Įxample: All the Leads that have an estimate of more than $10,000. It is the best kind of report if you want to export data. They are like a spreadsheet that filters and display records on the basis of some criteria. Tabular Reports are the simplest types of Reports. There are 4 types of Reports in Salesforce To create a Report in Salesforce we need to either use a Standard Report Type or create a Custom Report Type. Reports are used to make data-driven decisions.

Matrix vs tabular reports salesforce