Reports
Within Salesforce CRM, reports are accessed from the Reports tab (as shown in the following screenshot). There is a large variety of predefined reports that are automatically provided when your organization is first set up by Salesforce. These predefined reports are known as standard reports and are located in pre-prepared report folders known as standard report folders. For example, standard reports provide information about accounts and contacts; details about opportunities, forecasts, products, and sales pipelines; information about your organizations leads; details about forecast reports for customizable forecasting, and so on.
In this section on reports, we will outline the available standard reports and describe some of the key reports for system administrators in particular.
The predefined reports are suitable for existing objects and fields. They would not be suitable for reporting on any new objects that you have created. For this, we will look at how to extend the existing...
