Reports and dashboards

Build reports on any object with the report builder, visualize with charts and collect them on dashboards.

The report builder

1. Click New Report on the Reports tab.
2. Pick an object: every licensed object (custom objects included) is listed.
3. Add filters: date range, status, owner...
4. Choose grouping: group opportunities by stage, cases by channel.
5. Pick summary fields: count, sum, average.
6. 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.