Running Reports

Any data that is stored in Snapforce can be compiled into a report. This report can then be exported or used to create a dashboard part.

There are several standard reports within Snapforce. To open any of these reports, navigate to the Reports module.

Here you will be brought to a list of report folders. These folders contain reports based on the modules that the folders are named after.

Click the folder to open the list of reports.

Click the report that you believe will display the data you need.

The base report will appear with no additional filters or fields. Click Advanced to expand the options.

You will now have the ability to add or remove fields, set date ranges, group by a certain field, and add filters to display only the data that you want to see.

Once you add filters, and edit fields and ranges, click Run Report to see the new data.