Types of Salesforce Reports: Unlocking Insights for Your Sales Team

Tabular Reports 

Basic reports showing data in a table format with customizable columns and filters.

1

Summary Reports 

Reports that group data by specified fields and display subtotals and grand totals.

2

Matrix Reports 

Reports that allow for cross-tabulation of data, with both row and column grouping.

3

Joined Reports

Reports that combine data from multiple report types into a single report.

4

Dashboard Reports 

Visual representations of key metrics and trends, compiled from multiple reports.

5

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