Select Tabular, and then select Summary.The following columns should already be included in your report: Case Owner, Subject, Date/Time Opened, Age, Open, Closed, and Account Name.Click Add to include an additional filter for cases where Status is Closed:.On Reports, click New Report, choose the Cases report type, and click Create.In this example, our Support Manager wants to do a post-mortem on Closed cases from the past fiscal year, grouped by Priority. Let’s get down to it and build a summary report. Summary reports are the workhorses of reporting-you'll find that most of your reports tend to be of this format. These will take you a bit more time to set up, but summary reports give us many more options for organizing the data, and are great for use in dashboards. Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. The report should look something like this: Enter a description and choose the My Personal Custom Reports folder.Click Save, name your report Open Opportunities This Year, and accept the auto-generated unique name.The following columns should already be included in your report: Opportunity Name, Type, Lead Source, Amount, Expected Revenue, Close Date, Next Step, Stage, Probability (%), Fiscal Period, Age, Created Date, Opportunity Owner, Owner Role, Account Name.
If your report has to sift through a great many dates, it can take longer to show the information you’ve asked for. For the fastest results, always set the smallest date range you can.
On Reports, click New Report, choose the Opportunities report type, and click Create.Sales use case: Review all open opportunities above a particular amount threshold. Let’s make a tabular report! In this example, we’ll want to generate a list for our Account Executive of all open opportunities above a particular amount threshold, so that she can do some outreach this afternoon. Consequently, they're often best used for tasks like generating a mailing list. While easy to set up, they can't be used to create groups of data and there are limits to how you can use them in dashboards. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are the simplest and fastest way to look at your data.
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