Salesforce Reporting and AnalyticsREPORTING GUIDELINES AND BEST PRACTICESBERT REECEJUNE 19, 2013

Who am I?

Bert Reece• Started using SFDC in 2004• System Administrator for 5 companies• Industry experience in:

• Pest Control• Real Estate• Procurement• Supply Chain

• Certified Administrator• Salesforce Authorized Partner Certified

Who is RentPath?

Advertising in the digital age

RentPath, a leading digital media company, builds upon its success and long-standing heritage in the real estate industry to empower millions of people nationwide to find apartments, houses for rent and new homes for sale.

Consisting of leading real estate websites including, Apartment Guide, Rent.com, Rentals.com, RentalHouses.com and NewHomeGuide.com, RentPath helps consumers nationwide find apartments, houses for rent or new homes for sale through our category-leading online and mobile platforms.

Salesforce Report Types

• 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 and Owner. 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.

Filtering Reports

• Field Filter– Field filters are available for reports, list views, workflow rules, and other areas of the

application. For each filter, set the field, operator, and value. With tabular, summary, and matrix reports, you can drag a field from the Fields pane to the Filters pane to add a report filter.

• Filter Logic– Add Boolean conditions to control how field filters are evaluated. You must add at

least one field filter before applying filter logic.• Cross Filter

– Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to only include those opportunities.

• Row Limit– For tabular reports, select the maximum number of rows to display, then choose a

field to sort by and the sort order. You can use a tabular report as the source report for a dashboard table or chart component, if you limit the number of rows it returns.

Wanna See It?

• Let’s see some reports in action!

Joined Report Limits

• With Joined Reports, it is not possible to do the following:

• Add bucketed fields.• Add cross filters.• Drag and drop filters from the Fields pane on to the Filter pane.• Apply conditional highlighting.• Schedule or export joined reports details (This can only be done through Printable

View).• Change the hierarchy for opportunity or activity reports.• Create analytics snapshots based on joined reports.