Common Reports:
Common Reports:
Common Reports:
Navigate to the Reports tab in Salesforce Lightning. Your reports are organized in folders on the left sidebar. Look for 'My Personal Custom Reports' for reports you've created, or browse other folders for shared reports.
In the Reports tab, look for folders like 'Public Reports' or folders shared by your team. You can also use the search bar at the top to search for specific report names.
Report folders organize reports by team, function, or purpose. You can access folders you have permission to view. Common folders include 'My Personal Custom Reports', 'Public Reports', and team-specific folders.
Click the 'Run Report' button at the top of the report page. This will refresh the data with the most current information from your Salesforce database.
Large reports with lots of data or complex filters can take time. Try narrowing your date range, adding more specific filters, or running the report during off-peak hours.
Filters limit what data appears in your report. Common filters include date ranges (like 'This Quarter'), record ownership ('My Records'), and status fields ('Open Opportunities'). Hover over filter names for descriptions.
Click 'Edit' on your report, then look for date filters. You can change ranges like 'Last 30 Days' to 'This Quarter' or set custom date ranges using the calendar picker.
In the report editor, add a filter for the Owner field and set it to 'equals' your name, or use the 'My' option if available (like 'My Opportunities' or 'My Cases').
Click 'Edit' on your report, then use the 'Add Column' button or click the X next to existing columns to remove them. Drag columns to reorder them.
Run your report, then click the dropdown arrow next to 'Subscribe' and select 'Export'. Choose 'Excel Format (.xlsx)' and click 'Export'. The file will download to your computer.
Excel (.xlsx) preserves formatting and is best for analysis. CSV is plain text, good for importing into other systems. PDF is for sharing formatted reports that won't be edited.
Salesforce limits exports to 2,000 rows for most users. If you need more data, try filtering your report to smaller date ranges or contact your admin about increasing export limits.
Reports show data as of the last time they were run. Click 'Run Report' to refresh. Also, check if your report filters include the date range when the new record was created.
Field meanings can vary by organization. Common fields: 'Stage' (where an opportunity is in your sales process), 'Status' (current state of a case/lead), 'Owner' (who's responsible for the record).
Different reports may have different filters, date ranges, or field criteria. Check the report filters and make sure you're comparing the same time periods and record types.
Go to Reports tab → New Report → Choose 'Opportunities' → Add filters: Stage not equal to 'Closed Won, Closed Lost' and Owner equals 'My Opportunities' → Save & Run.
New Report → Cases → Add filters: Status equals 'Closed' and Closed Date equals 'TODAY' and Owner equals your name → Add columns you need → Save & Run.
New Report → Activities → Add filters: Due Date equals 'THIS WEEK' and Assigned To includes your team members → Group by Assigned To → Save & Run.