Advanced Salesforce Reporting Features You Need to Know?
Tags: salesforce
Published: 2020-09-17 12:24:24


You should be able to create reports in the shortest time possible thanks to a simple drag and drop interface that is easier to use. Since it is obvious that essential reporting in Salesforce can result in a business, it is extremely important for administrators to identify all available options when reporting requirements arise.

These are some of the reporting features that Salesforce partners can offer organizations, plus a simple drag-and-drop interface.

**Custom Report Types: -**

Most of the standard objects like contacts and accounts, opportunities with products, etc. They consist of standard report types. Salesforce automatically creates the standard report types for most of the custom objects and relationships that are created. Depending on whether you are using a lookup relationship or a master-detail relationship, it depends on the type of [Salesforce](https://www.cloudanalogy.com/) report that is created. However, the relevance of custom report types increases when companies want to report more than two objects at a time. Custom report types are also required whenever organizations want not only an "with" relationship, but also an "and" relationship.

The generation of a custom report type is based on the selected relationships, as well as the objects that can be included. The wizard would allow access to child objects and grandchildren based on the chosen parent object. Details about whether the selected objects have associated records to display would also be included in the report. This can be very useful whenever companies want to see a report such as Accounts with and without opportunities.

**Exception reports: -**

Exception reports help you identify areas where data does not exist and are created by cross-filtering. The normal filter drop-down list is usually made up of cross filters and can be generated using any type of report with an associated child object. The cross filters would be used to filter the child objects that are related to the parent object and this is how exception reporting works. Specific fields of the child object can be further filtered using subreports.

**Custom Summary Formulas: -**

When it comes to calculating complex data from summary levels, custom summary reports are used to generate reports. It is included in a report like any other field. The formula will be created after the custom summary formulas are entered into the report. Enhanced access is available for most functions as long as a normal formula field is created with a few sales to handle specific situations in a report. With this formula, companies can calculate the number of accounts that contribute to the total revenue of new customers. In addition to this, averages, moving averages, and totals for various groups can be calculated using custom summary formulas.

**Analytical snapshots: -**

Analytical snapshots allow users to create historical reports by capturing data at planned points in time. These historical reports are useful for estimating long-term data trends, which is not possible with standard functionality. Although regular Salesforce reports show data in the same way as real-time, analytical snapshots can be useful for showing open single-day cases and the trend they are creating. Analytics Snapshots are designed to harness the full potential of the [Salesforce platform](https://www.cloudanalogy.com/), and Salesforce partner companies use this useful functionality for Salesforce reporting purposes.