A common question is how do I get the data out of Salesforce? Views are nice, but sometimes you need to have a good report to export or schedule to email to team members weekly. We’ll do a simple custom report here.
To start, we’re going to go to the reports area, then click new report. For our report, we’re going to choose leads.
Within that folder, choose leads, then click next.
The default report shows, up, showing some company info, name, etc. I need to add in a custom field called “Product” as I want to do some summation by creation date and product type.
Find the column you need on the left (quick tip, search up top), then drag it in to the columns on the right.
Change the format to a “summary report”.
Now group it by the product, by dragging that down from the columns to the grouping. To finalize my report, I want to put in the date range as a rolling 90 days.
Save it and run it. I can always hide the details too to just give some flat numbers (more on that for the next tip).
