Create a Basic Report (Lightning) with a Chart

Owned by Former user (Deleted)
Last updated: 10-Oct-19
  1. Log into Salesforce, and use the 'App Launcher' to find 'Reports' (app launcher is the 9 dots you see on the top left near where it says 'Virgin Wines Sales Console' or 'Virgin Wines Service Console')
  2. Alternatively, if you have Reports saved in your personal menu, access it from there 
  3. By default, you will be shown the recent reports you have viewed 
  4. To create a new report, click 'New Report' (Classic works in a slightly different way) - a popup appears asking you to choose a report type - report types are the objects you can report on together, for example, 'Accounts with Orders', or 'Orders with Products', 'Orders with Cases' etc, or simply report on one object, such as 'Account' or 'Cases' - if you do not see one which works for you, speak to the System Administrator (Business Support Team) 
  5. Once you have chosen your report type, click 'Continue' 
  6. You will be taken to a work page which already has a defaulted report on it, which you can amend and adjust - for example this is a basic 'Cases' report 
  7. All the fields that are used on the Object(s) you are reporting on will be available within the report, you can see them all by expanding 'Fields' on the left hand side, or by searching for them in the 'Add Column' section. To remove columns click the 'X' by the column name 
  8. The best way to start a report is by filtering the criteria down - click the 'Filters' tab - there will be some defaulted criteria that you can adjust 
  9. So in the example of using a Cases report, say you would like to report on all cases opened the previous day that are not closed. Click the 'Opened Date' filter
  10. Expand the 'Opened Date' drop down and you can see all the date fields that you can filter on, but leave it as 'Opened Date' for now. Then select the 'Range' drop down and scroll until you find 'Yesterday' - there are all sorts of options you can filter on with time frames, including Fiscal Years/Quarters/Months/Weeks, Calendar Year/Quarter/Month/Week, and 'This week' 'This month' etc. 
  11. Click 'Apply' and the filter adds, the data in the background will refresh - it will show you a sample range of data, to see the full data, click 'Save and Run' or 'Run' 
  12. To add more filters, click into the 'Add Filter' box - in this example we do not want to see closed cases, so we want to find 'Status' - type the field in and it will show all fields for 'Status' 
  13. Click the field you wish to filter on, and now you have the options on how to filter 
  14. If there are a number of picklist options for the filter, and you just want to exclude one of them, choose 'does not equal' or 'does not contain' from the Operator drop down, then click the value you do not want to include in the report 
  15. Then click 'Apply' and the data adjusts again. Now if you want to include more columns, go back to the 'Outline' tab
  16. Use the 'Add Column' section to find the field you want to see, or expand the 'Fields' menu and click the fields you wish to include 
  17. You can drag and drop the columns to rearrange them. Now if you want to 'Group' the report so you can easily see the results in section, click into the 'Add Group' section under 'Groups' and 'Group Rows' and enter the field you wish to group by
  18. Click the result in the drop down box and it will refresh and show the data grouped together by that field, you can group by up to 3 rows, and you can group by columns also if you wish 
  19. Once you have added a group, you can display the report as a 'Chart' do this by clicking 'Add Chart' from the top options
  20. This pops up a default chart 
  21. To change the chart, click the 'cog' symbol on the top right of the chart and it will populate a pallette where you can change the colour scheme, style and options for display for that particular chart (they differ depending on the chart chosen) 
  22. Once you are happy, click 'Save and Run' - a popup appears asking you to name your report and where to save it 
  23. Choose a relevant name for the report - by default reports will be kept in your private folder, but if you are creating a team or management one, select the relevant folder by clicking 'Select Folder' 
  24. You will see the folders that you have access too, click the correct one and then click 'Select' - or create a new folder if you need to. 
  25. Click 'Save' and the report will run and show your chart (if you added one)