Select New Report from the Reports tab in Salesforce to create a report. This will bring up the Report Builder, where you can select the report type you want to make. Add a data table or graph as the first step. To do so, go to the Report Builder’s top-left corner and click the Add Table/Graph button. The next step is to choose whatever fields you wish to include in your report. It’s time to structure your report after you’ve added all of the fields you’ll need. You can alter the font type, size, and color of your text, as well as the alignment. You may also alter the background color and add borders to your table or graph. You can save your report as a PDF, Excel file, or HTML file once you’ve finished formatting it. Finally, your freshly produced Salesforce report may be added to your dashboard!