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Configure Org Nav Bar
Welcome to RAMS! Upon logging in, you will be redirected to the Salesforce org home screen. It may look slightly different from this early version, but the core functions will be the same. Navigating to Reports There are two ways to reach the Reports tab. App...
Build First Report (Demo)
Guided exercise to show report-building skills with an example. STL Report Type Objects Fields Records Outline Tab Filter Tab Show Me Use smallest applicable date range Joined Report Group by a shared field (Joined) Fields Menu in Joined Reports
Build First Report (Definitions & Notes)
Basic skills to use on any report.
Summarize in Reports
Advanced Report Filtering
Filter Logic By default, multiple filters on a report are combined with AND, meaning a record must match every filter to appear. Salesforce reporting provides more flexibility in report creation by allowing you to specify and give priority to certain filters ...
Advanced Report Grouping
Advanced Report Formulas
Final Notes on Reporting
concepts that don't fit into any previous categories