Subject: This article discusses how to create basic SFDC reports with step-by-step instructions, and what kinds of reports Orum pull's in.
First, find the Reports tab at the top of your Salesforce account. Reports not showing? You can usually find it in the More tab on the right side, or you may need to add it under More.
Click on Reports and then click on New Report. A window will popup asking you to “Chose Report Type” - type in the word “Leads” into the search bar and the then click on “Leads” in the list that appears.
On the far left side, there is a “Filters” column that may be hidden. Click on “Filters” (next to the “Outline” column)
Now you can see what filters are being used to select the report. The method to create the report here is similar to creating a Lead View, simply enter the name a field in the search box, chose the field and then enter the rules for that field. Typical fields for a call down list are:
- Lead Owner (My Leads is the default)
- Lead Source
Once you have the Filters right, you can Run the report to see if you get the expected Leads in the Report.
After you have the correct Leads showing, you can set the Fields that appear in the report. Click the Outline tab next to Filters.
You can click on the "X" symbol next to any column field you wish to remove.
You can add more fields, such as Phone on the left side in the Columns search bar. You can rearrange the order of the fields by dragging the top bar of the field up or down.
The reports we support are below:
- Contacts and Accounts
- Activities with Leads
- Activities with Contacts
- Campaigns with Leads
- Campaigns with Contacts
- Opportunities (if you have at least one custom phone field on the Opportunity object)
Orum does not support reports that contain both leads and contacts