Quick summary
This demo walks you through how to create a Salesforce report from scratch — from selecting a report type to applying filters and exporting the final output. Salesforce's built-in Reports tool lets you generate filtered, real-time data views that can be saved and shared across your team.
Steps
- Navigate to Reports in the top menu bar.
- Click New Report to open the Create Report pop-up.
- Select the report type you want to create — for example, Contacts and Accounts.
- Click the Start Report button to proceed.
- Ensure the Update Preview Automatically toggle is turned on.
- Update the Filters panel to match your requirements.
- Set a specific filter value — for example, set Mailing Country to United States to narrow results by region.
- Click Apply to save and activate your filter.
- Hit Run to generate and preview the report.
- Click the dropdown arrow beside the Edit button and select Export to begin the export process.
- Enter a recognisable Report Name and click Save.
- Click the Export button to complete and download the report.
