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Chitika

Sunday, October 10, 2010

SFDC Reports Explained (Diff b/w Tabualr, Summary, Matrix Reports)

There are 3 kinds of reports in salesforce.com

1) Tabular Reports
2) Summary Reports
3) Matrix Reports

Each Report has a specific use and I am listing down the scenario's in which each type of Reports will be used :-

Tabular Reports:- These kind of reports are used when the requirement is just to view the data.
Some of the examples are:-
  • Show me all Open Opportunities
  • Show me List of all Accounts which do not have any closed opportunity
  • Show me top 10 Opportunities by revenue
Dashboards can not be created on Tabular Reports :- Salesforce ADM 201 certification question

Summary Reports:- These reports are used when the requirement is to summarize only X Axis. In short if you need to do the sum or calculate the average on even one parameter then summary report is the answer.
Some of the examples are:-
  • Show sum of all Open Opportunities
  • Show opportunities sub total bu my Team
Matrix Reports:- These reports are used when the requirement is to summarize both the Axis i.e. when requirement is to group both Rows as well as Columns.
Some of the examples are:-
  • Show Accounts grouped as Customer or Prospect depending on the opportunity stage
  • Show monthly performance of salesteam on closing opportunity by Geography for current year
Note:- Charts can not be made on Tabular Reports as no grouping of data is available

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