Salesforce Report Types for Best Data Visualization

The Salesforce customer relationship management (CRM) software is one of the most popular options available on the market. An elegant interface and advanced data analytics are just some of the reasons why this CRM is chosen by so many companies globally. However, in order for a business to make the most out of their Salesforce CRM investment, they should be able to optimize their usage of all the features to their custom needs. Click For Salesforce Supports Services

 One application of this is through producing the correct and the best report type for your data needs. This is something not every user of Salesforce knows how to take advantage of and so in this article, we will have a look at the different report types that Salesforce offers so that you can produce the best data visualization for your company.

Salesforce offers four different types of reports. Each type of report is a template and can be later customized and adjusted. When creating reports you may feel overwhelmed with all the options presented to you in the Salesforce software, but in reality, they are much simpler than they look. Here is a breakdown of the four report types and when they are the most useful. 

Tabular

This type of report is the most simple and easy to read. It lists data and totals with no calculations or subtotals. If you are planning on exporting your data this type of report is recommended. Since this type of report is so easy to read it is commonly used, but if your needs are a bit more complex than simple grand totals of your data then you should look into using a different type of report.

Summary

The summary report is one of the most popular types of Salesforce reports for data visualization. This is because while it keeps a lot of the simplicity of the tabular report, it still adds a bit more information and provides a deeper view of the data. If you are looking to display grouped data, hierarchical data, and/or sub totals then this is the most ideal report.

 

 

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