What are the Available formats for report in Salesforce?

Tagged: Joined Reports, Matrix Reports, Report Format, Report in Salesforce, Salesforce Reports, Summary Reports, Tabular Reports

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What are the Available formats for report in Salesforce?

Posted by Ajay Prakash on April 14, 2016 at 7:54 am

What are the Available formats for report in salesforce? Which format should I choose?

Avnish Yadav replied 6 years, 1 month ago 7 Members · 6 Replies
6 Replies

Anup

Member
April 14, 2016 at 7:57 am

https://help.salesforce.com/HTViewHelpDoc?id=reports_changing_format.htm

I am sure the provided link would be of great help.
Ravi

Member
April 14, 2016 at 8:02 am
Hi Ajay,

These ere the Available formats for report in salesforce .
- Tabular
- Summary
- Matrix
- Joined
refer this link for description:

https://help.salesforce.com/HTViewHelpDoc?id=reports_changing_format.htm
Prakhar

Member
April 14, 2016 at 8:03 am
The available formats while creating reports are mentioned below. Have a look and choose wisely.
- Tabular
- Matrix
- Summary
- Joined
It totally depend upon the requirement of work to choose report format. Provide the requirement for more information.
Parul

Member
September 19, 2018 at 11:42 pm

Hi,

Tabular
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, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

Summary
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 andOwner. Summary reports with no groupings show as tabular reports on the report run page.

Matrix
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.

Joined
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.

Hope this helps.
Aman

Member
September 29, 2018 at 6:20 pm

Hi,

There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.

Tabular – The images that I have shown you in this post have all been from a tabular report. This is the simplest of reports and is suited to just showing lines of data and nothing else. If you just want to show data with no preference to seeing totals, calulations or groups of data then this is the report for you just to keep it simple. It is also best to use this report type if you are planning to use it to export data.

Summary – As soon as you click “Group by this field” as shown in the above image, you will turn the report into a summary report. Summary reports are probably the most commonly used and are great for showing groups of data e.g. If you want to see your recent accounts opportunities they will be grouped by account and you can see each opportunity under the account. From then you can do calculations, you can see the total amount of sales under an account, you can see the maximum, minimum and also average amount. You can also sub group fields by dragging them under the initial group.

Matrix – Matrix reports are very similar to Summary but they allow you to group by rows as well as columns to see different totals. Matrix reports aren’t commonly used unless you have to display lots of complex data.

Joined Reports – Joined reports allow you to create two separate reports so that you can compare data. Again not most commonly used.

Thanks.
Avnish Yadav

Member
September 29, 2018 at 10:08 pm

Hello,

Based on the presentation following styles can be used to generate report in salesforce.

Tabular Report : The basic form of presentation of user data is tabular report. It has simple listing of data without any subtotals. One can use this report if the presentation is simple.

Summary Report : Summary report is little bit advanced report as compare to tabular report having grouping of information with subtotals.

Matrix Report : Matrix report has groups of data based on columns and rows. This report can be used to represent comparison between related total with total by row and total by column.

Join Report : Join report has the more advanced way to represent data. This report will allow you to relate different blocks and show them in single report. Each block has unique attributes like name, filters, columns, data, and summary fields.

Thanks.