Summary  
This chapter covers how to build and customize data reports by selecting fields, applying filters, controlling preview refresh behavior, running snapshots on demand or on a schedule, and exporting the resulting dataset.  

General domain of usage  
Business intelligence and analytics

Reports are not just for tracking progress—they also serve practical business functions. In this example, we will assume that EcoMarket Deliveries has partnered with an external sales group, and we need to provide them with a list of all leads for import into their CRM.


The best way to master reports is through hands-on practice. Try generating different reports, adjusting filters, and exporting data to become more comfortable with Salesforce's reporting tools.

What is the first step in creating a new report in Salesforce?

What is the best way to ensure that only new leads appear in a report?

This tailored beginner course introduces essential CRM (Salesforce) skills for project management. It focuses on tracking client interactions, managing leads, using communication tools, and leveraging analytics to support project delivery. Learners will gain practical experience with core CRM features to streamline project workflows and enhance client relationships.

Creating Your First Report in Salesforce

1. What is the first step in creating a new report in Salesforce?

2. What is the best way to ensure that only new leads appear in a report?