Discover the art of effective data visualization with our comprehensive guide on creating summary, matrix, and tabular reports in Salesforce. Elevate your analysis capabilities and present insights with precision.


Access the Report Builder

Log in to Salesforce. Navigate to the "App Launcher" and search for "Reports." Click on "Reports" to open the Reports tab.


Create a New Report

Click "New Report." Choose the report object relevant to your data.


Define Report Fields

Drag and drop desired fields to the report canvas for columns. Use "Group Rows" to categorize data by specific criteria, if needed.


Step 4: Customize Aggregations (Summary and Matrix Reports)

For summary reports, click "Add" in the "Outline" pane to insert a summary row. Utilize calculated fields and functions to calculate totals, averages, percentages, etc.


Matrix Report

In matrix reports, select row and column groupings to cross-tabulate data and display aggregations at intersections.


Apply Filters

Click "Add" next to "Filters." Refine data by applying filters based on your visualization requirement.


Preview and Adjust

Click "Run" to preview the report data. Review the visualization and make adjustments as needed.



Click "Save" to keep the report.

As you've seen throughout this guide, harnessing the power of summary, matrix, and tabular reports in Salesforce is your key to unlocking data insights like never before. Elevate your visualization prowess and make data-driven decisions with confidence.

Remember, the ability to create reports that suit varied visualization requirements is a vital skill that empowers you to unveil valuable insights from your Salesforce data.

Want us to How to Create Varied Data Visualizations in Salesforce for you?
Use Our Team

By continuing to use this website, you are indicating your consent to our Cookie Policy, which explains how we use cookies to enhance your browsing experience, analyze website traffic, and personalize content.