Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Using Custom Workflow and Approval Processes
Analyzing Data with Reports and Dashboards
Introducing Reports
Report Formats
Setting Up the Recruiting App for Reports
Creating a Summary Report
Creating a Matrix Report
Introducing Dashboards
Introducing Custom Report Types
Look At What We've Done
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Report Formats

The platform supports four different report formats, each with varying degrees of functionality and complexity.
  • Tabular reports are the simplest and fastest way to look at your data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. While easy to set up, they can't be used to create groups of data or graphs. Consequently, they're best used just for tasks like generating a mailing list.

    Use tabular reports when you want a simple list or a list of items with a grand total.

    Tip

  • Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. For example, in the sample Employee Interviewer reports that appear in the following screenshot, the summary report groups the rows of reviews by the possible values of the Owner Name field, allowing us to see at a glance subtotals of how many times the two interviewers have talked to candidates and entered reviews for them.

    While a little more time-consuming to set up, summary reports give us many more options for manipulating and organizing the data, and, unlike tabular reports, they can be used in dashboards. Summary reports are the workhorses of reporting—you'll find that most of your reports tend to be of this format.

    Use summary reports when you want subtotals based on the value of a particular field or when you want to create a hierarchically grouped report, such as sales organized by year and then by quarter.

    Tip

  • Matrix reports allow you to group records both by row and by column. For example, in the following sample Employee Interviewer reports, the matrix report groups the review rows by the possible values of the Owner Name field, and also breaks out the possible values of the Position field into columns. Consequently, the report gives us summarized information such as the number of times an interviewer has interviewed candidates and entered reviews for a particular position. These reports are the most time-consuming to set up, but they also provide the most detailed view of our data. Like summary reports, matrix reports can have graphs and be used in dashboards.

    Use matrix reports when you want to see data by two different dimensions that aren't related, such as date and product.

    Tip

  • Joined reports let you create different views of data from multiple report types. In a joined report, data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. You can add a chart to a joined report. For example, in the following sample, the joined report pulls data from two report types related to the Positions object. Together, the report shows applications received from job ads posted for each position.

    Use joined reports to group and show data from multiple report types in different views.

    Tip

Tabular, Summary, Matrix, and Joined Reports Offer Different Options for Viewing Data Examples of tabular, summary, matrix, and joined reports