1 : How to Create Reports in Salesforce with Step by Step Process | Salesforce Reports Series
🔥 Master Salesforce Reports in Lightning Experience! 🔥 @salesforce
Want to analyze data effectively in Salesforce? In this step-by-step tutorial, you’ll learn how to build reports in Salesforce Lightning Experience from scratch.
📌 In this video, we’ll cover:
✅ How to create a report in Salesforce
✅ How to apply filters to refine data
✅ How to group and summarize report data
✅ How to add charts for better data visualization
Link to the csv file : https://drive.google.com/file/d/1pWDH...
💡 Problem Statement:
Imagine you're a sales analyst at EduPro Academy, and you need to track student enrollments, revenue, and instructor performance. We’ll create a Course Enrollment Report to gain insights into revenue and course popularity.
👨💻 Topics Covered:
🔹 Creating a Report in Salesforce
🔹 Adding & Removing Columns
🔹 Grouping & Summarizing Data
🔹 Applying Filters for Better Insights
🔹 Adding Charts for Visual Representation
📊 Bonus Challenge for You!
📝 Your manager at EduPro Academy wants a report on Total Revenue per Instructor for the last 6 months. Can you build it? Try it and comment below!
🔹 Challenge Instructions:
✔ Report Type: Course Enrollment
✔ Filters: Completed & Paid Enrollments (Last 6 Months)
✔ Group By: Instructor Name
✔ Summary: SUM of Course Fee
✔ Chart: Bar Chart - Instructor vs Revenue
✔ Save As: Instructor Revenue Analysis
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📺 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
📌 *Timestamps:*
0:00 - Introduction to Salesforce Reporting
0:16 - Why is reporting important?
0:28 - What you will learn in this video
0:37 - Problem Statement: EduPro Academy Scenario
1:11 - Custom Object & Fields Overview
1:24 - Important Tip: Enable "Allow Reports"
1:31 - Step 1: Creating a Report
1:38 - Navigating to the Reports Tab
1:46 - Creating a New Report
1:53 - Selecting the Report Type
2:00 - Step 2: Adding & Removing Columns
2:04 - Keeping the Report Clean & Focused
2:10 - Adding Key Fields (Student Name, Course Name, Instructor Name, Course Fee, Payment Status)
2:49 - Removing Unnecessary Columns
2:58 - Step 3: Grouping & Summarizing Data
3:07 - Grouping Data by Course Name
3:14 - Summarizing Data: Calculating Total Revenue per Course
3:28 - Step 4: Applying Filters
3:32 - Accessing the Filters Panel
3:53 - Applying Filters (Status: Completed, Payment Status: Paid)
4:11 - Filtering by Enrollment Date (Last 6 Months)
4:56 - Adding Enrollment Date to the Report Columns
5:04 - Reviewing Filtered Data
5:14 - Step 5: Adding a Chart for Visualization
5:21 - Selecting a Chart Type (Bar Chart: Course Name vs Revenue)
5:33 - Customizing the Chart
6:03 - Understanding Course Revenue Insights
6:12 - Saving & Running the Report
6:36 - Summary & Final Thoughts
6:43 - Bonus Challenge: Instructor Revenue Analysis Report
7:10 - Encouragement to Experiment with Filters & Groups
7:22 - Call-to-Action: Like, Subscribe & Stay Tuned for More!
7:33 - Thank You & See You in the Next Video 🚀
#Salesforce #SalesforceReports #LightningExperience #SalesforceTutorial #CRM #BusinessIntelligence #SalesforceAdmin #SalesforceTraining
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