Reports and dashboards
Build reports on any object with the report builder, visualize with charts and collect them on dashboards.
The report builder#
- Click New Report on the Reports tab.
- Pick an object: every licensed object (custom objects included) is listed.
- Add filters: date range, status, owner...
- Choose grouping: group opportunities by stage, cases by channel.
- Pick summary fields: count, sum, average.
- Choose a chart type (bar, pie, line), name the report and save.
Example reports#
- Open opportunity amount by stage (pipeline report)
- Monthly issued and collected invoice totals
- Case count and average resolution time by channel
- Lead conversion rate by source
- Leave days by department
Dashboards#
A dashboard collects charts from multiple reports on one screen. Create one from the Dashboards tab and add your saved reports as tiles. Typical uses: the management screen, the sales board, the support board.
Query Editor#
For advanced users, the Query Editor (inside Setup) offers direct data inspection with SOQL-like queries: field selection, conditions, ordering and limits are supported.
Tip: Before sharing a report with the team, make sure its filter uses team-wide conditions rather than "owner = me", so everyone sees the same numbers.
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