How To Create a Report in Salesforce

‍

Here is a step-by-step tutorial to create a report in Salesforce:

1. Head over to Reports in the menu bar at the top of the page..
2. Click on New Reports to open the Create Report pop-up.
3. Select the report you want to create. (E.g. Contact and Accounts)
4. Click on the Start Report button.
5. Make sure the Update Preview Automatically toggle is turned on.
6. Update the Filters to suit your requirements.
7. For Example, you can set the Mailing country to be United States to only view contacts from the United States.
8. Hit Apply to create your filter.
9. Finally, click on the Run button to start your report.
10. Your report is now created! You can export your report by clicking on the down arrow beside the Edit button and hit Export.