USING THE REPORTS TAB
Abstract The Reports tab is the central hub for Salesforce analytics. The tab supports accessibility mode and
The Reports tab you can use it without enabling the new user interface theme. If you don't see a feature described
makes it easier to here, check that you’re using a supported browser. For more information, search “Supported
find, organize, and Browsers” in the online help. Take a look at what you can do.
manage both your re-
ports and dashboards You can:
in one place.
• Create reports or dashboards
• Access standard reports
• Organize and share items in folders
• Move items between folders
• Customize the list view
• Search and filter items
• Manage reports and dashboards
• Schedule and follow items
Create reports or dashboards
Create a new report or dashboard by clicking New Report or New Dashboard (1). To learn more,
search these topics in the online help:
• “Creating a New Report”
• “Creating Dashboards”
Last updated: September 14, 2012
Using the Reports Tab
Access standard reports
Several standard reports akin to templates are available on the Reports tab. They're accessible from
the Folders pane. You can use these reports as-is or customize them to fit your business needs. For
example, standard reports in the Account and Contacts Reports (2) folder can be used to gather
information about accounts and contacts in your Salesforce organization. To learn more, search
for “Standard Report Folders” in the online help.
Organize and share items in folders
Reports and dashboards are stored and shared through report or dashboard folders. From the
Folders pane, click to create a report or dashboard folder. The Folders pane lists all folders,
including default ones such as, Unfiled Public Reports, My Personal Custom Reports, My
Personal Dashboards, among other standard report folders. Unfiled Public Reports contains reports
created by administrators that are shared with everyone in the Salesforce organization. My Personal
Custom Reports and My Personal Dashboards contain reports and dashboards that are private to
you.
Click to edit the folder’s name, delete, or change its sharing, if you’ve permission to do so. To
learn more, search for “Managing Folders” in the online help.
Search and filter items
On the Reports tab, search (3) for reports or dashboards in all folders. You can search by Name,
Description, Last Modified By, or Created By fields. To refine results, filter (4), sort, or search
within a selected folder. To learn more, see "Searching for Reports and Dashboards" in the online
help.
Move items between folders
Move a report or dashboard between folders by dragging from the list view to a report or dashboard
folder on the Folders pane. You can drag one item at a time. You can’t move items from installed
AppExchange packages or standard report folders into other folders. To learn more, search for
“Moving Reports or Dashboards Between Folders” in the online help.
Customize the list view
Resize, hide (5), reorder, sort columns, and select the number of records (6) to display in your list
view. To learn more, search for "Getting the Information You Need From the Reports Tab List
View" in the online help.
Manage reports and dashboards
Click a report or dashboard in the list view to view it. Depending on your access level, you can click
under the Action column to edit or delete a report or dashboard. Select and then Export
to get report data into an Excel spreadsheet or .CSV (comma separated values) format. To learn
more, search these topics in the online help:
• “Report Builder”
• “Deleting Reports”
• “Exporting a Report”
2
Using the Reports Tab
Schedule and follow items
In the reports tab, you can follow your favorite reports and dashboards and also see scheduled
refreshes. You need to enable Chatter feed tracking for reports and dashboards before being able
to follow ( ) items from the list view. Scheduled reports and scheduled dashboard refreshes are
identified by the , which when hovered over indicates the next scheduled refresh. To learn
more, search these topics in the online help:
• “Scheduling a Report for Refresh”
• “Scheduling a Dashboard Refresh”
• “Customizing Chatter Feed Tracking”
