Let’s dive into how to create a report in Salesforce. As an example, we are going to create a report showing all our Account records.
To start, locate the Reports tab and then click New Report.
After clicking New Report you’ll be prompted to choose a Report Type. The Report Type defines the records and fields you’ll be able to see in your report. Since we want to include all Accounts, select Accounts as the report type and click Continue.
After clicking Continue you’ll be taken to your New Accounts Report page. The next step is to set a filter. A filter excludes records we don’t need from our report. From the New Accounts Report page click on Filters.
In the Filters pane click on Show Me under Filters and using the dropdown menu select All accounts.
Then click Apply.
When you’re happy with the report, run the report by clicking Run.