This document captures key points for a reference to how and where to use these report types.
Before we did deeper a few lines on different types of reports.
Tabular Report
Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total.
- They can't be used to create groups of data or charts
- Can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
Summary Report
Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
- Charts can be created
- Could be used in Dashboard
- Three levels of grouping
Matrix Report
Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
- Charts can be created
- Could be used in Dashboard
- Rows and Columns can have Two levels of grouping
Joined Report
Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
Joined reports are available only in Enterprise, Performance, Unlimited, and Developer Editions.
The idea is to create multiple views of the data
The idea is to create multiple views of the data
- You can add report types to a joined report if they have relationships with the same object or objects.
- Can you add Charts?
- Can you use in Dashboard Components?
- Five Report Blocks or 5 Report Types could be used
- Joined Reports are formatted as Summary Report
- The following items aren’t supported in joined reports, and aren’t converted:
- Bucket fields
- Cross filters
- The Rows to Display filter
- Here are some things you can’t do with joined reports.
- Add bucketed fields.
- Add cross filters.
- Drag and drop filters from the Fields pane on to the Filter pane.
- Apply conditional highlighting.
- Change the hierarchy for opportunity or activity reports.
- Create reporting snapshots based on joined reports.
Other Features
Bucket Field
Bucket Field lets you categorize the data in a field.
E.g. Amount field could be categorized into High, Medium, Low based on some value range. Similarly, picklist or text field could be categorised.
If a field value doesn't fall into a categorized range/value, then the value will appear in the report as is. E.g. Obsolete Status field value is not categorized into an Open or Closed category, then, it will appear as Obsolete in the report, instead of Open or Close.
- Each report can have 20 bucket fields
- Bucket Field can be defined on ONLY three types of data
- Numeric Bucket Field
- Text Bucket Field
- Picklist Bucket Field
- Other than text, picklist, number data type, the field doesn't even appear in the Bucket Field configuration.
Reporting Snapshot
- On Tabular and Summary report could be used in Report Snapshot
- Report results are saved in a Custom Object
- Unlike reports, users can schedule reporting snapshots to summarize data at specific times and work with the summarized data similarly to how they work with other records in Salesforce.
- The Source Report drop-down list does not display standard reports.
- Target objects cannot contain validation rules or be included in a workflow.
- 100 fields in target object
- Reporting snapshots cannot contain target objects that trigger Apexcode to run when new records are created.
- When a reporting snapshot runs, it can add up to 2,000 new records to the target object. If the source report generates more than 2,000 records, an error message is displayed for the additional records in the Row Failures related list. You can access the Row Failures related list via the Run History section of a reporting snapshot detail page.
- You must map at least one field from the source report to one field on the target object or data will not load from the source report to the target object when the reporting snapshot runs.
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