Report are similar to container to store all records based on criteria. Whenever the criteria changed, the list of records also changed in report. It has shown as different formats (Tabular, Summary, Joined, Matrix) based on user needs and. Report is shown based on user permission.
We can also set schedule for the report is possible,
Key Points:
How to Create Report Type
How Create the Report
How to Schedule the Created Report.
Lets see one by one . .
Step 1: Create ‘Report Type’ which contain primary object with related objects.
Setup -> Create -> Report type
Step 2: For example we select primary object (Account) which implement contact object. Then click ‘Next’ button.
Step 3: We select ‘Contact’ object by click B option picklist in the below picture. So the related account and contact fields are display in the report. Finally click ‘Save’ button.
Step 4: Click ‘Report’ object, the below figure will display. Then select any one folder left side of the figure, we want to create report in it and click ‘New Report’ button.
Step 5: See ‘Step 2’, we created report type in ‘Other Reports’ folder. So we choose this option here it shown ‘Account and Contact’ report type. Click ‘create’ button.
Step 6: Just drag and drop from fields on left side into right side of the page.
Step 7: click ‘Add’ in the filters, we added more criteria in this section. Here we have set the condition, active field is active.
Step 8: Click ‘Save’ button the below window will populate on the screen. Enter Report name, Description and select any one folder type. Then click ‘Save and Run Report’ .
Step 8: Click ‘Schedule Future Runs’ in ‘Run Report’.
Step 9: Select user, date and time for the report to be send. And click ‘Save Report Schedule’.
Author Bio
