Create a Summary Report in Salesforce | Report Types vs Report Formats
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- Опубліковано 30 чер 2024
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How do I create a summary report for tracking how many emails are captured on a case via the email-to-case setup?
I was just trying to do this today! Thanks for the great instruction.
Glad it was helpful!
How do I create a summary report for tracking how many emails are captured on a case via the email-to-case setup?
Yah thanks for the video but just wanted to understand that when we do grouping on rows that will be a summary report as here u grouped on stage , but u also said it's a matrix report which I didn't understand, can u pls clarify this??
Appreciate ur efforts
Hey sorry for the confusion! A matrix report is when it is grouped by rows or columns (ie grouped by stage or type). A summary report is when it is not grouped, but you are summarizing a column (ie calculating total opportunity amount or total number of cases).
How did you get your home page to have that layout ?
This was the layout from a newly created dev org. If you want to make your org look like that I would create a new org and try to replicate the settings