-
What is a Summary Report in Salesforce?
What is a Summary Report in Salesforce?
-
3 Replies
-
Summary reports in salesforce are those where the data is displayed in the form of summary format. Sorting, sum-total of data can be available in this report.
-
Hi,
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.
Thanks
-
Hello,
Summary Report: Summary report is a little bit advanced report as compared to tabular report having a grouping of information with subtotals.
Summary reports are similar to Tabular Reports but these reports allow grouping of rows data. Rows data can be grouped up to four levels. Summary Report is the second Salesforce report format which allows users to group rows data which supports sorting and display subtotals
Thanks.
Log In to reply.
Popular Salesforce Blogs
Assign Permission Set at the User Creation Made Simple: What You Need to Know | Salesforce Guide
Step 1: Create a Permission Set Step 2: Create a Record- Triggered Flow to Assign Permission Set at the time of User Creation Don't forget…
5 Things You Need to Know about Salesforce Commerce Cloud
Salesforce Commerce Cloud, formerly known as Demandware, is a robust and scalable cloud-based platform designed to empower businesses with advanced e-commerce capabilities. As an industry-leading…
Apex Web Services and callouts
This article explains how to create the web services from Apex Code, and how to access external web services using Apex code directly from Force.com.…
Popular Salesforce Videos
The Rising Demand for Salesforce Experts | Salesforce Careers
With more than 500,000 organizations using Salesforce to drive key business results, the market is brimming with opportunities for Salesforce certified professionals. A quick job…
How To Build Better Communities with Salesforce Lightning?
Learn how you can customize Salesforce Community Cloud to fit your needs with the Lightning Bolt framework, Lightning Components and Community Builder.
Salesforce Consumer Goods Cloud Demo
Salesforce Consumer Goods Cloud is an intelligent, seamless B2B CRM solution specifically designed for the consumer goods industry. Watch this video to learn more.
