Working with Reports

Working with Reports
Articles related to creating, sharing and setting up Salesforce reports.

This guide provides an overview of articles related to creating, sharing and setting up Salesforce reports.

  • Creating Salesforce Reports
    Instructions for creating a Salesforce report, Exception report, or Dashboard report. Working with custom relative date ranges, and sharing a report.
  • Hiding Report Types for Non-Admins
    Steps to hide a specific custom or managed report type from Non-Administrators.
  • Reports FAQ
    Frequently Asked Questions about Reports.
  • Using Salesforce Schema Builder
    This article walks you through accessing and using Salesforce Schema Builder to visualize and manage your data model. It explains how to log in, navigate the interface, display objects and fields, view relationships, and use tools like the TargetX Permission Viewer. Schema Builder automatically saves your changes, making it a convenient tool for customizing and understanding your Salesforce architecture.