Reports are lists or summaries that allow you to aggregate and analyze your data in different ways. Remember that reports can only return information that's already logged in Salesforce so the results you get are only as good as the data that you've logged!

There are numerous different types of reports available in Salesforce. First, think of what the main record type you want to see in your report is - do you want it to return primarily contacts, special events, surveys, etc.? Then determine what additional information you might want to know about the primary object and choose a report with that object listed as well.

You can begin typing an object name to see which report types exist that include that object or you can browse via the tabs in the menu on the left side.

Most users can run reports as long as they have access to the report folder where the report is located - folders can be public, private, or accessible to select users. Reach out to Phoebe Copeland ([email protected]) with any questions about report accessibility.

All data that is typically visible to you in Salesforce can be pulled into a report - though the specifics of an individual report will be based on the report type you're using.

New objects and fields are immediately available for reporting and reports always run in real time. When you save a report, you are saving the parameters, not the data.

Users can access reports from the Reports tab, an object's home page, custom links on the sidebar, from a report's URL, and within a scheduled email.