From the course: Salesforce Essential Training
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Navigate the Reports tab - Salesforce Tutorial
From the course: Salesforce Essential Training
Navigate the Reports tab
- [Instructor] Let's look at how to navigate the reports tab and access the folders and reports that have been created for you. When you click on the reports tab, you're taken to this list of recently viewed reports. So if you've never viewed a report, this page will be blank, but don't let that throw you off. If you're using a practice org and following along, there are reports available for you to browse, but they may not be very helpful or relevant. In the next videos, I show you how to create more relevant reports, but if you're learning Salesforce in a real org with your job, It's still isn't very obvious how to navigate this page, let's start there. On this tab, the first time you visit the reports tab, the page will be blank because you haven't viewed any reports yet, but let's look at this menu over on the left. There will be reports over here that you have access to. Notice that there's three sections to this menu, a section of reports, a section of folders, and a quick link…
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How to create accounts3m 55s
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How to add contacts to accounts3m 57s
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How to create tasks4m 43s
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Use list views2m 59s
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Create custom list views5m 57s
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Intelligence View for leads and contacts3m 56s
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Navigate the Reports tab5m 53s
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Use simple account and contact reports5m 8s
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Create a report using the report builder8m 8s
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Use custom filters in a Salesforce report6m 7s
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