Thursday, 7 May 2015

How to Create New Report in Salesforce



Available in: All editions except Database.com
User Permissions Needed
To create, edit, and delete reports:“Create and Customize Reports”
AND
“Report Builder”
To create a new report:
  1. From the Reports tab, click New Report.
  2. Select the report type for the report, and click Create.
  3. Customize your report, then save or run it.

1 comment: