Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
Reports can be used to examine and share data stored in Salesforce. They can aggregate related data in different formats and based on different filters.
Each Salesforce Report consists of following building blocks:
|Report Type||Defines which objects and fields are available when creating a Report.|
|Fields||Represent the content of a Report, and can be bucketed or summarized.|
|Report Format||Define how Report data is displayed and summarized. Available formats are: Tabular, Summary, Matrix, and Joined.|
|Filters||Limit data in the Reports based on field values or related records.|
Reports with Report Format Summary or Matrix can be visualized, by adding charts to those Reports. Charts summarize the Report results and can be configured to specify the data, label, colours and highlighting that appears in the chart.
Buckets can be used to group Report data in Text, Picklist and Number fields into categories. To do so, the Bucket names and applicable values can be defined. Values that don't fit into a Bucket can either be put into the standard Bucket "Other", or be left out of any bucket.
Custom Summary Formulas can be used to calculate sums in group values using custom formulas. For example, if an Account Report is grouped with the Annual Revenue field, a custom Summary formula can be created to calculate the Monthly Revenue for each group.
Custom Summary Formulas can only be created for Reports with Report Format Summary, Matrix, or Joined. In additions, the Reports must have at least one group defined. Many mathematical functions are available to calculate values on different group levels.
Cross Filters can be used to filter Report data based on the existence or non-existence of child records. For example, an Account Report could have a cross filter to only include Accounts without related Opportunities.
In addition, Cross Filters can have up to 5 sub filters to filter child records. For example, an Account Report could have cross filter to only include Accounts without related Opportunities that are not closed.