Summary

In this chapter, we have learned how to report data on our CRM to build monitoring views based on business Key Performance Indicators (KPIs) to match unusual business conditions or simply to have a look at how your sales/service operations are going.

We started by explaining what a report is and what is needed to create one, from standard and custom report types, which define available objects and fields on the report you are going to build. Then, we showed how the report builder is shaped and how it delivers the main tools needed to create an effective report, from columns and grouping selection to filtering options to deliver on your actual business KPIs.

Then, we analyzed different ways of supporting automatic calculations on reports without using custom formula fields, by using bucket fields, column summaries, summary formulas, and row-level formulas.

Now that you have built the report, you have the skills to add some charting options to give a better view of results...