From the course: Salesforce Associate Cert Prep

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Quick start: Creating a report

Quick start: Creating a report - Salesforce Tutorial

From the course: Salesforce Associate Cert Prep

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Quick start: Creating a report

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- [Instructor] All right, so we are going to be jumping into reporting. So I'm just going to get started in reports. This is, click New Report. This is just a quick start guide. I'm just going to be going through and telling you what I do with reports. I think reports are really awesome, and I think the best way for you to get your feet dirty within a report is to see people do it, to see people answering questions, using reports, and all that fun stuff. So I know this might be drying at the beginning, but trust me, this is how I learned was just watching people do reports, and yeah, so I'm going to choose a report type. So report types are going to be the objects that you'll be using for your report. So let's say if you wanted to see opportunities, you'd just click the opportunity standard report type. If you wanted to see opportunities with products so you could see and report on which opportunities and which products we're selling the most, you'd be able to do that that way, again,…

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