2 : Report Formats in Salesforce Lightning Experience | Tabular, Summary, Matrix, and Joined Reports
🚀 Welcome back to our Salesforce Reporting Series! @salesforce
In our last video, we learned how to create reports in Salesforce Lightning Experience. If you missed it, be sure to check it out!
Link to the csv file : https://drive.google.com/file/d/1pWDH...
Lecture 1 - • 1 : How to Create Reports in Salesforce wi...
📌 In this video, we’ll explore the different report formats in Salesforce Lightning Experience and understand when to use each format with real-world examples.
📺 Watch the Full Playlist
🔗 • Channel Intro | Announcement of New Series...
🔗 Useful Links
🌐 Visit My Website: https://sk-daud-hassan-dev-ed.develop...
🤝 Connect With Me: / skdaudhassan
⏳ Video Timestamps:
0:00 - Introduction
0:04 - Recap of the previous video (Creating Reports in Salesforce Lightning)
0:10 - What we’ll cover in this video
0:22 - Why Are Report Formats Important?
0.40 - Type Of Report Formats
Choosing the right report format is crucial for analyzing data effectively.
Salesforce Lightning offers four report formats:
✅ Tabular Reports – Simple list of records, like a spreadsheet
✅ Summary Reports – Group data with subtotals for better insights
✅ Matrix Reports – Group data both row-wise and column-wise for detailed comparisons
✅ Joined Reports – Combine multiple reports into a single view for better analysis
0:51 - Tabular Reports 📋 (Best for Simple Lists)
Tabular reports are the simplest format, similar to a spreadsheet with rows and columns.
Best used for creating lists, such as a list of students enrolled in a specific course.
Example shown: Viewing student enrollments as a list.
1:12 - Summary Reports 📊 (Best for Grouping & Subtotals)
Allows data to be grouped with subtotals, making it great for analyzing trends.
Example shown: Grouping data by course name to see the revenue per course.
1:30 - Matrix Reports 📈 (Best for Comparing Multiple Factors)
Matrix reports allow grouping both row-wise and column-wise.
Example: Comparing revenue by instructor and course by adding the "Instructor Name" to the group columns section.
1:50 - Joined Reports 🔄 (Best for Comparing Different Datasets)
Combines multiple reports into a single view for better analysis.
Example: Comparing Paid vs. Unpaid enrollments in the same report.
📌 2:01 - Step-by-Step Demo: Creating a Joined Report
2:03 - Click on New Report
2:06 - Select Course Enrollment as the report type
2:10 - Change the report format to Joined Report
2:13 - Click on Apply
2:16 - Add report blocks and different filters
2:19 - Rename the first block "Paid Enrollment"
2:26 - Add a second block named "Unpaid Enrollment"
2:30 - Apply filters:
Block 1: Payment Status = Paid
Block 2: Payment Status = Pending
2:50 - Group across blocks by Student Name to see individual enrollment statuses
3:00 - Which Report Format to Use in Different Scenarios?
Quick summary of the best use cases for Tabular, Summary, Matrix, and Joined Reports.
3:06 - Conclusion & Call to Action
3:08 - If you found this video helpful, LIKE the video 👍
3:10 - SUBSCRIBE for more Salesforce tutorials 📢
3:12 - Comment below on what reports you want to see next!
3:17 - See you in the next video! 🎬
🔔 Don’t forget to subscribe for more Salesforce tutorials!
💬 Comment below with your thoughts and suggestions!
#Salesforce #SalesforceReports #LightningExperience #CRM #SalesforceTutorial
Watch video 2 : Report Formats in Salesforce Lightning Experience | Tabular, Summary, Matrix, and Joined Reports online without registration, duration hours minute second in high quality. This video was added by user Salesforce Knowledge 10 March 2025, don't forget to share it with your friends and acquaintances, it has been viewed on our site 28 once and liked it like people.