Salesforce Email Reports Guide
Creating automated reports in Salesforces can be a daunting task. Its a large system with a ton of tools so its normal to be overwhelmed by all of it.
Salesforce Email Reports are perfect for getting Salesforce data on a daily, weekly or monthly basis, right to your email inbox.
In this guide, I am going to walk you through how to create automated email reports in Salesforce. Whether you want to see all the leads coming in each month, or see sales by day, you can get it all to your email whenever you like!
First, click on your App Launcher, which is the 6 squares in the top left of your Salesforce navbar.
This will pop open a modal with all your Salesforce links. Click on the Reports link and we will begin creating a report to set up as our email reports.
On the reports page, you will see all your reports (if you have any) and a button at the top to create a new report. Click the button to create a new Salesforce report.
Now, you will have to choose what type of report you want to build. There are hundreds (if not thousands) of possiblities for reports in here.
Here are all the main report types you can create in Salesforce:
- Accounts and Contacts
- Customer Support Reports
- Contracts and Orders
- Price Book,s Products and Assets
- Administrative Reports
- Files and Content Reports