How to create Tabular Reports

Now you will be able to create a custom Tabular report for a more summarized version of information columns for each title.

Follow the steps below to create a Tabular Report.

1. Go to Sales > Reports > click on the Add button on the Report Home screen to select an object to create a report

2. There are two types of custom reports you can create which are Tabular and Pivot. You need to select the tabular option from the drop-down list.

3. Under the Step 1 section there are several fields that you need to fill up with suitable data for moving to the next step. E.g. you want to create the report for Accounts filters.

4. Click on the Next button after filling up all the required fields in the Step 1 section → Step 2 section will be navigated along with its components

Note 1: You can add a maximum of 15 fields in the Report Columns section and also can change the Sort by and Order options

Note 2: Once you add any integer or float field in the Report Columns section, there will be two more drop-downs appear Show and For below the Sort by and Order options

5. Click on the Save button → As soon as the report gets saved, the Run button should appear along with the success message.

6. Click on the Run button → The report should appear according to the parameters.

 

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