Building a report

What is a report? Easy. Have you ever worked with digital spreadsheets (such as Microsoft Excel, Google Sheets, or OpenDocument spreadsheets) and played with columns to filter out, highlight, or create formulas on your data to get a better view of the thousands (if not millions) of rows? Have you ever used spreadsheet data to trace a graph right into the sheet?

In this section, we will learn about building a report and how to prepare a dataset. We will also learn about creating a new report and shaping it with the Lightning report builder. We will also filter reports and add charts to them.

Here is an example of what you can do with regular spreadsheet tools:

Figure 16.1 – Listing and tracing data with spreadsheets

The Salesforce platform provides different tools for reporting but standard reports, which are the most used and easy to learn for most reporting needs, come for free with your Salesforce license. We can easily create...