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SURESH COOLSURESH COOL 

ABOUT REPORTS

 

HI

 

what is the main difference between tabular, sumary,matrix , in realtime which report prefered more?

can anyone explain plz?

Sonam_SFDCSonam_SFDC

Tabular Reports: - These kinds of reports are used when the requirement is just to view the data.

Some of the examples are:-

  • Show me all Open Opportunities
  • Show me List of all Accounts which do not have any closed opportunity
  • Show me top 10 Opportunities by revenue

Dashboards cannot be created on Tabular Reports

Summary Reports: - These reports are used when the requirement is to summarize only X Axis. In short if you need to do the sum or calculate the average on even one parameter then summary report is the answer.

Some of the examples are:-

  • Show sum of all Open Opportunities
  • Show opportunities subtotal by my Team

Matrix Reports: - These reports are used when the requirement is to summarize both the Axis i.e. when requirement is to group both Rows as well as Columns.

Some of the examples are:-

  • Show Accounts grouped as Customer or Prospect depending on the opportunity stage
  • Show monthly performance of Salesteam on closing opportunity by Geography for current year
SURESH COOLSURESH COOL

Thanks sonam