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Advanced Reporting Tips & Tricks For
New Admins
Aaron Crear
@aaroncrear
Reportforce.blog
#CD22
Recovering Sales Manager
• User since 2009
• Began self-learning to make my job easier
• Became default Salesforce Admin
Rolled the dice in June 2016, accomplishments to date
• Began with Trailhead
• 8x Certified
• Full-time consulting practice with book of clients
• Speaker at Dreamforce, Big Sky Dreamin’ Czech Dreamin’, dreamOle,
Florida Dreamin’, French Touch Dreamin’, London’s Calling, Midwest Dreamin’, Phillyforce, Snowforce,
Southeast Dreamin, True North Dreamin’, YeurLeadin’ and Salesforce World Tours
• Lowell, MA User Group Leader, Co-organizer Northeast Dreamin’
• Co-Founder of
Why am I here? Salesforce changed my life!
#CD22
Are you a new Admin struggling to create reports for your team? Do you spend
way too much time racking your brain trying to get data to present properly?
You’re not alone. Many beginner Admins spend hours trying to develop reports
that should only take minutes to finish. This session will show you real examples
of advanced reporting features that will make your job easier and provide
greater value to your users.
Presentation Objective
#CD22
• Cross Filters
• Field-to Field Filters
• Power of One and Unique Values
• Custom Summary and Row-Level Formulas
• Buckets
• Joined Reports
• Custom Report Types
Overview of Topics
#CD22
• Cross Filters allow you to filter reports by Objects instead of just Fields
• These Object filters are dependent on the Parent Object of the report type
Cross Filters
#CD22
• The Marketing Manager wants to identify all Accounts without Contacts to
add Contacts into their Marketing funnel.
• The Director of Sales is interested in reviewing all Accounts with
Opportunities in order to identify industry trends focusing only on new
customers.
• As a Sales Rep, all Contacts part of Opportunities should have Activities
associated with them. You want to make sure you’ve done this and create a
report of all Contacts without Activities to begin outreach.
Use Cases - Cross Filters
#CD22
Demo - Cross Filters
#CD22
• Compare values of two different report fields
• Lightning Experience Only
Field-to-Field Filters
#CD22
The Marketing Team Lead wants to evaluate all Campaigns that have an actual
cost more than the budget cost to help with budget planning for next year.
Use Case – Field-to-Field Filters
#CD22
Demo – Field-to-Field Filters
#CD22
Allow you to summarize and count Objects in reports
• Unique count
• Gives quick visibility in reports
• Power of One
• A new Custom Formula Field
• Do it on every Object
• Name the Field the same as the Object
• Useful in roll-ups and additional formulas
Power of one and Unique Count
#CD22
The Sales Director wants a report that shows the Pipeline summary by Stage
that breaks down the number of Opportunities, Accounts and Products.
Use Case – Power of One and Unique Count
#CD22
Demo – Power of One and Unique Count
#CD22
Custom Summary Formulas
• Used to calculate additional totals in Summary, Matrix and Joined reports
• Based on numeric Fields, which can be summarized
• Can be used with expressions, fields and values
• They are unique to the report and cannot be shared to other reports
Row-Level Formulas
• Allow calculations on every row
• Flexibility outside of numeric fields with standard formula operations
• Can reduce the number of formula fields in your org
• Also unique to the report and cannot be shared to other reports
Custom Summary and Row-Level Formulas
#CD22
● The marketing department needs to know what percentage of Leads created were
converted.
● You want to give the sales team a visual representation of where their sales are
compared to goal.
● An executive wants to see the number of days between an when an opportunity was
created and when it closed, without creating a new custom field.
● The territory manager wants to evaluate their current structure by looking at all
opportunities that have a different owner than the related Account.
Use Cases – Custom Summary and Row-Level Formulas
#CD22
Demo – Custom Summary & Row-Level Formulas
#CD22
• Allow you to categorize a group of values
• Use custom names for each Bucket
• Does not require Formulas or Custom Fields
• Think of Opportunity Stage Forecast Categories
Buckets
#CD22
● You are tasked with creating a sales by region report. Opportunities from
Accounts in the US and Canada should be combined into “NA” and all of
countries in Europe should be combined into “Europe”.
Use Cases – Buckets
#CD22
Demo – Buckets
#CD22
• Allow you to view different types of information within a single report
• Create up to 5 Blocks
• Blocks can be cross object
Joined Reports
#CD22
The Sales Director would like one report that shows sales for month, YTD and
last 12 months.
Use Case – Joined Reports
#CD22
Demo – Joined Reports
#CD22
• Allow you to create more complex Reports not provided by Standard Reports
• Include up to 4 Objects
• Primary Object and secondary Objects, which must be related to the Primary
• Choose whether secondary Object may or may not have an associated
Record
• Select which Fields from the Objects are available on the Report Type
Custom Report Types
#CD22
The marketing manager would like to see what activity volume Campaigns are
driving with the visibility to the Contact level.
Use Case – Custom Report Types
#CD22
Demo – Custom Report Types
#CD22
Resources
https://reportforce.blog
https://www.dashboarddojo.com
https://www.salesforceblogger.com/
Thank you! #CD22

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Advanced Reporting Tips and Tricks, Aaron Crear

  • 1. Advanced Reporting Tips & Tricks For New Admins Aaron Crear @aaroncrear Reportforce.blog
  • 2. #CD22 Recovering Sales Manager • User since 2009 • Began self-learning to make my job easier • Became default Salesforce Admin Rolled the dice in June 2016, accomplishments to date • Began with Trailhead • 8x Certified • Full-time consulting practice with book of clients • Speaker at Dreamforce, Big Sky Dreamin’ Czech Dreamin’, dreamOle, Florida Dreamin’, French Touch Dreamin’, London’s Calling, Midwest Dreamin’, Phillyforce, Snowforce, Southeast Dreamin, True North Dreamin’, YeurLeadin’ and Salesforce World Tours • Lowell, MA User Group Leader, Co-organizer Northeast Dreamin’ • Co-Founder of Why am I here? Salesforce changed my life!
  • 3. #CD22 Are you a new Admin struggling to create reports for your team? Do you spend way too much time racking your brain trying to get data to present properly? You’re not alone. Many beginner Admins spend hours trying to develop reports that should only take minutes to finish. This session will show you real examples of advanced reporting features that will make your job easier and provide greater value to your users. Presentation Objective
  • 4. #CD22 • Cross Filters • Field-to Field Filters • Power of One and Unique Values • Custom Summary and Row-Level Formulas • Buckets • Joined Reports • Custom Report Types Overview of Topics
  • 5. #CD22 • Cross Filters allow you to filter reports by Objects instead of just Fields • These Object filters are dependent on the Parent Object of the report type Cross Filters
  • 6. #CD22 • The Marketing Manager wants to identify all Accounts without Contacts to add Contacts into their Marketing funnel. • The Director of Sales is interested in reviewing all Accounts with Opportunities in order to identify industry trends focusing only on new customers. • As a Sales Rep, all Contacts part of Opportunities should have Activities associated with them. You want to make sure you’ve done this and create a report of all Contacts without Activities to begin outreach. Use Cases - Cross Filters
  • 8. #CD22 • Compare values of two different report fields • Lightning Experience Only Field-to-Field Filters
  • 9. #CD22 The Marketing Team Lead wants to evaluate all Campaigns that have an actual cost more than the budget cost to help with budget planning for next year. Use Case – Field-to-Field Filters
  • 11. #CD22 Allow you to summarize and count Objects in reports • Unique count • Gives quick visibility in reports • Power of One • A new Custom Formula Field • Do it on every Object • Name the Field the same as the Object • Useful in roll-ups and additional formulas Power of one and Unique Count
  • 12. #CD22 The Sales Director wants a report that shows the Pipeline summary by Stage that breaks down the number of Opportunities, Accounts and Products. Use Case – Power of One and Unique Count
  • 13. #CD22 Demo – Power of One and Unique Count
  • 14. #CD22 Custom Summary Formulas • Used to calculate additional totals in Summary, Matrix and Joined reports • Based on numeric Fields, which can be summarized • Can be used with expressions, fields and values • They are unique to the report and cannot be shared to other reports Row-Level Formulas • Allow calculations on every row • Flexibility outside of numeric fields with standard formula operations • Can reduce the number of formula fields in your org • Also unique to the report and cannot be shared to other reports Custom Summary and Row-Level Formulas
  • 15. #CD22 ● The marketing department needs to know what percentage of Leads created were converted. ● You want to give the sales team a visual representation of where their sales are compared to goal. ● An executive wants to see the number of days between an when an opportunity was created and when it closed, without creating a new custom field. ● The territory manager wants to evaluate their current structure by looking at all opportunities that have a different owner than the related Account. Use Cases – Custom Summary and Row-Level Formulas
  • 16. #CD22 Demo – Custom Summary & Row-Level Formulas
  • 17. #CD22 • Allow you to categorize a group of values • Use custom names for each Bucket • Does not require Formulas or Custom Fields • Think of Opportunity Stage Forecast Categories Buckets
  • 18. #CD22 ● You are tasked with creating a sales by region report. Opportunities from Accounts in the US and Canada should be combined into “NA” and all of countries in Europe should be combined into “Europe”. Use Cases – Buckets
  • 20. #CD22 • Allow you to view different types of information within a single report • Create up to 5 Blocks • Blocks can be cross object Joined Reports
  • 21. #CD22 The Sales Director would like one report that shows sales for month, YTD and last 12 months. Use Case – Joined Reports
  • 23. #CD22 • Allow you to create more complex Reports not provided by Standard Reports • Include up to 4 Objects • Primary Object and secondary Objects, which must be related to the Primary • Choose whether secondary Object may or may not have an associated Record • Select which Fields from the Objects are available on the Report Type Custom Report Types
  • 24. #CD22 The marketing manager would like to see what activity volume Campaigns are driving with the visibility to the Contact level. Use Case – Custom Report Types
  • 25. #CD22 Demo – Custom Report Types