Best Tips For Cloud Computing: Advantages And Drawbacks
You cannot demonstrate the value to
the business without an effective reporting in Salesforce. You should be able
to build reports within the shortest span through simple drag and drop
interface which are simpler to use. As it is evident about how essential
reporting in Salesforce can prove to be in a business, it is extremely
important for Administrators to identify all the available options whenever
reporting requirements open up.
Here are some of the reporting
features that Salesforce Partners can offer organizations in addition to simple
drag and drop interface.
Custom Report Types
Standard report types are offered by
default to Salesforce. Most of the standard objects such as Contacts &
Accounts, Opportunities with products etc are comprised of standard report
types. Standard report types are automatically created by Salesforce for most
of the custom objects and relationship being built. Based on whether you are
making use of a Lookup or Master-detail relationship, the type of Salesforce
report being created would depend up on. However the relevance of Custom Report
Types increases whenever companies wish to report more than two objects at a
single time. Custom report types are also required whenever organizations do
not only want to have only 'with' relationship, but also want 'and'
relationships.
Generating a custom report type is
based on the relationships being selected as well as the objects that are
likely to be included. The wizard would provide access to child objects and
grandchild objects based on the primary object being chosen. Details regarding
the possibility of the selected objects to have related records for showing up
would be also included within the report. It can prove to be very useful
whenever companies would like to display a report such as Accounts with &
without opportunities.
Exception Reports
Exception reports help you to
identify areas where data does not exist and are created using cross filters.
Normal filter drop-down usually consists of cross filters and it can be
generated using any report type with a child object associated with it. The
cross filters would be used for filtering the child objects that are related to
the primary object and this is how Exception Reports work. Specific fields on
the child object can be filtered further by making use of Sub-Reports.
Custom Summary Formulas
When it comes to calculating complex
data from summary levels, Custom Summary Reports are used for reports. It is
included within a report like any other field. The formula would be created
once the custom summary formulas are brought in to the report. Enhanced access
is available for most of the functions whenever a normal formula field is
created with a few additions so as to deal with particular situations within a
report. Using this formula, companies can calculate about how many the accounts
are contributing towards the total revenue of new customers. In addition to it,
averages, moving averages and totals of varied groupings can be calculated
using custom summary formulas.
Analytical Snapshots
Analytical Snapshots allows users to
create historical reports by means of capturing data at scheduled points in
time. These historical reports are useful in estimating the long term data
trends which is impossible with standard functionality. Even though the normal
reports in Salesforce displays the data similar as in real-time, Analytical
Snapshots can be useful in viewing the cases that are open on a single day and
the trend created by it. Analytical Snapshots are designed to harness the
maximum potential of Salesforce Platform and Salesforce Partner companies makes
use of this useful feature for Salesforce Reporting purposes.
It can be created by following three
of the below mentioned steps.
- Source report has to be created first. Source report
will consist of data that needs to be historically trend on. For example,
if it is about historic open cases, then a source report needs to be
created which would display all the open cases today.
- Secondly, a custom object has to be created which is
capable of holding the data from the source report. This means loading of
complete data in to a new record within the object which would allow
reporting on the object as well as data.
- Finally, the snapshot can be created. The snapshot
should include naming of the snapshot, source report selection, target
custom object selection and the frequency that should be run by the
Settings.
Historical Trend Reporting
If you are looking forward for
tracking smaller changes in the data on a daily basis or weekly basis, then
Historical Trends Reporting feature allows you to track almost 8 fields in the
Opportunity Object and up to 3 custom objects. A maximum of 5 snapshot dates
that includes either five business days or five business weeks can be selected
using this feature. For viewing the direct changes to data, the reporting and
viewing of the data can be done on the same row.
William Hills is a professional and
expert content writer and writes professional blogs and a variety of other
quality contents. If you are looking for Salesforce
community services, you are at the right place. JanBask provides Salesforce application development and many more solutions
for its potential customers.
Article Source: Advanced
Salesforce Reporting Features To Know
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