Tentizer Technologies _ Salesforce reporting guide

Different Types of Reports Used in SalesForce and How to Make it Work for Them

Here in Tenetizer Technologies, being sole focussed on Salesforce products, we are devoid of any compromise on quality and assuring our client commendable operational result by implementing recognized Salesforce solutions. In this blog, I will bringing some insights about how to design an interface with the user and using Salesforce Reporting, I will explain some aspects that people don’t usually know, and finally, some tips to make more and better use of reports in Salesforce. Follow us on this venture to achieving the best of what Salesforce Reporting has to offer and evolve your business with our elite Salesforce solutions.

The Salesforce Reports and their role in improving the overall experience of users

Salesforce Reports relate towards understanding how little differences within the Salesforce environment profoundly influence this utility’s usage experience. Observing from the report and data analysis, the organizations will know the overall operation of the system and how sophisticated changes may bring large differences of user experience and organizational performance.

For instance, changing the Salesforce dashboards or sharing some other additional field, a user workflow is improved by optimizing data entry/exit resulting in saving time. On the other hand, if lesser attention is paid to the updating process or at times it is communicated in an incorrect or unclear manner, it will lead to much confusion and lower productivity levels.

The elements of the UX design required at Salesforce include the following:

User-Centric Approach: It must be made clear that the respect for actual end-users of Salesforce is paramount. This can be done through feedback while using the system or even giving a feedback questionnaire.

First Impression: Based on the understanding of the core concept of Interface Design, the Salesforce interface design should capture the value of using the system, and enhance the day-to-day work of the user.

Emotional Connection: Some of the reasons are improved satisfaction and usage; emotions can also be influencing factors that can be dealt within the process of designing the UX.

Solution Architects and UX designers should work together in most of the Salesforce engagements with the sole aim of attaining users objectives and goals in an effective manner with the help of sound technology. Collectively, this synergy enhances user satisfaction thus improving the returns on investment through the sustainability, scalability and general efficiency of a system.

Understanding User-Centric Design

User design or user friendly design, also referred to as user centred design or UX design, takes the end users and their requirements, wants and needs, satisfaction into consideration when designing an object, product, service or interface. Key components include:

Recognizing User Needs

Empathize: Who are your target? You need to understand who your audience is. Record your observations of their behaviors, initiate a dialogue with them and immerse yourself in their world. Lincoln wants to know more about their pain points and the common tasks they perform throughout the day. Think about how it is possible to enhance the quality of their experience by using your system or product.

Define: Develop a perspective from the client’s use perspective as well as reference to observations made from the analysis. This step assists in setting a problem solving view in their perspective that you are working to address.

The idea generation process needs to develop solutions for the upcoming problems.

Ideate: Propose ideas to address the aforementioned works challenge. Include end-users, designers, and stakeholders in this process of identifying and defining the characteristics of EHM. Figure ways and means which may be altogether new to one.

Prototype and Test: At least come up with some mock designs to aid your thinking and then see how they work in the real world. Engage users and get their feedback to you so you can improve on the designs over several cycles.

Principles of Design

Clarity Over Beauty: While design and beauty can be seen as a portion of the equation, usability and legibility are the ultimate priorities. It is important for users to easily interact with it with only a reduced level of instruction on how to get it to work.

Few Clicks: Collectively, most of us should try to avoid the tendency that makes applications or Web sites cumbersome and difficult to navigate, requiring many clicks or steps to accomplish something. Feedback about more efficient ways of working should be considered.

Consistency: When it comes to object elements such as buttons, icons and or navigation, be sure to maintain the design uniformity.

Principles of Design

Business Needs: As much as possible, ensure that the choices made about design respond well to what the business wants and what it can do.

Technology Constraints: There are some limitations to take into consideration, namely the constraints and the current technology stack. Make sure that this design remains functional and operational within this constraint.

Iterative Method

Users should be at the center of the design process, also known as UX design or user-centered design, which is typically a cyclical process. We must be ready to collect feedback, make change and improvement continually. They should engage the end-users with a regular basis to ensure those end-users are met.

Summary of the Different Types of Salesforce Reports

Tabular Reports: Mainly suitable for simple representation of data without the need to do several calculations like the cases with MS Excel.

Summary Reports: Permit data accumulation that may help in coming up with valid conclusions, ideal for figuring out cycles.

Matrix Reports: It seems intended as a general method for grouping data in both rows and columns and thus offering a lot of views at once while highlighting multidimensionality.

Joined Reports: It is used for the purpose of making comparison analysis after collecting data from several different report types.

Create Reports

In a web browser, launch Salesforce and click on Reports on the top of the left-hand navigation bar.

On the home page, click on the button New Report and open the list with the options on the right side, select the necessary report type.

To add fields, categories and filters to the report, go to the toolbar on the top of the report and click on the drop down menu on the right labeled ‘Report As’. From there, select ‘Report Builder’.

After that run the report to check the outcomes of all the data sets and adjust them if it is needed.

Customize and Analyze

Use tables and graphs to present all data in a clear and viewer-friendly way and apply the necessary changes to the report format in order to emphasize certain metrics.

Outcome The following is an outcome of the data analysis My overall findings were as follows The data analysis therefore led to the following findings: Search for anomalies, or peculiar customer behaviors, patterns or any exclusive interest area that may require attention or additional efforts in terms of customer retention.

Build Dashboards

Report dashboards are a way to show the overall picture of your reports in a more easily digestible form.

It is through the use of Dashboard Builder that one can build specific dashboards by embedding charts and tables and incorporating such items as single and double knives, lights and clocks.

As mentioned earlier in this article, the created dashboard should be assigned to the right group or person for convenience.

Share Reports and Dashboards

Under user access control, set the sharing settings to the appropriate level to reach targeted users.

Some of the recommendations made from the analysis of the current report structure include; Ensure that reports are scheduled to be sent at a agreed on interval to ensure that stakeholders are always up to date.

Utilize Salesforce’s Resources

Leverage all the resources offered by Salesforce at your disposal in the form of training videos, training sessions, and user guides to optimize your performance as far as reports and dashboards are concerned.

Continuous Improvement

Make sure you regularly go over your reports and your dashboards in order to match your new targets and improvements within the firm. This can be done by allowing users to offer their own opinions regarding the reporting system in order to help enhance the system over a long time period.

Most Important Salesforce Reports mistakes that users should avoid include the following:

Investing Too Much Time in Tools: The observation here is that representatives often leverage multiple tools for communication with their clients or customers, yet, the experience may be fragmented at best, differently inconsistent. The use of software can perform an integration of some tools that may take a lot of time.

Inconsistency in Customer Advancement: Some of the challenges that vendors may likely face include the following: Some clients may prove hard to manage or promote to the next stages of the sales pipe preferable until when the cloud-based platform has been fully developed. Ideally, each stage should be given clear parameters describing what kind of information is expected and what form that information will take upon its exit from the stage.

Underutilizing Territory Potential: People serving in the representative positions might not be exploiting the opportunities available in their jurisdictions. Synchronize the sales actions and analyse the data of the regions on a regular premises basis.

Slow Quote Approval Process: Some of the concerns that crop up with Reps include: Quote approvals are likely to be delayed. Minimize as much as possible the need for approvals and delegate them as much as possible through technologies and business processes.

Lack of Alignment for Deal Closing: In this work, it has been identified how Sellers requires team support but hardly get it. Create cross-functional team and ensure that the members are open to sharing the necessary information.

Limited Coaching Time: Contrary to the best practices of the profession, many sales managers again spend too much time on administrative tasks to have enough time to genuinely engage with their salespeople. Focus on delivery and support undertake non-strategic activities.

Lack of Clarity on Enablement Program Effectiveness: The concept of the program may be clear, but teams may have doubts about the benefit of the program. Measure enablement programs frequently and with regard to appropriate alterations.


At Tenetizer Technologies, we have pleasure in being one of the best consulting partners of Salesforce. We offer a range of distinct services, and give a comprehensive guide to achieving your goals with Salesforce Reporting. Through this approach, we focus on the formulation of strategies that will meet the needs of the users and utilizing technical aspects in generating reports that will help our clients get relevant information about their businesses’ performance and the user experience. Contact us through form below for more details.