![]() Select “ Create Date” for the date field.Select the status as “ Open” (As we want to present only the opportunities).Select all the opportunities for “ Show”.Now we will customize the report to get our desired output.Select the report type as “ Opportunities”.Now click on the Reports tab, that is located beside the Dashboard tab.The sales team wants this data so that they can follow up on the open opportunities and convert them into potential sales. Let us assume that we are preparing data, where we want to show the names of all the account executives, who have open sales opportunities. Let us quickly check how we can create a simple tabular report. But they are the best bet for simple task lists, such as names of employees in a depart or mailing list. Also, it has certain limitations, when it comes to integrating into the dashboard. ![]() It is not the best option for complex data representations where multiple groups of data are considered as a source. But, you will be surprised that Salesforce also allows us to create data just like spreadsheet Tabular reports can be created for simple and straightforward data presentations. ![]() That is why we always considered spreadsheet as one of the easiest and fastest platforms for presenting data. If you have used excel for data presentation, you might be already aware that tabular reports are the easiest as well as a convenient way to present the data. In this tutorial, we will discuss the tabular reporting and summary reporting. Salesforce provides different forms of reporting formats, for presenting the data. ![]()
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