When you initially created the Warehouse app, a Reports tab was automatically included in the app. The Reports tab is a one-stop-shop for displaying, creating, modifying, and scheduling all of the data you need to see right now, or at some predetermined interval. Do you want to see a list of every item in your warehouse, how many are in stock, and have that in your inbox every weekday morning? This tutorial shows you how simple it is to do things like this, and with clicks, not code.

Prerequisites

You must complete all previous tutorials in this series, starting with Quick Tutorial 1: Build a Cloud App in 5 Minutes.

Step 1: Tour the Reports Tab

Log into your DE org, select your Warehouse app, and click the Reports tab. You should see a pop-up window with an invitation to tour the new Reports tab. Click Start Tour and follow along. (If you've created a report before and dismissed the tour, click Guided Tour on the right side of the page).

Step 2: Create a Simple Report

In this step, you create a simple report that shows every piece of merchandise in your warehouse and how many are in stock.

  1. Click New Report.
  2. In the Quick Find box, enter Merchandise and choose Merchandise in the Other Reports folder.
  3. Click Create.

You're presented with another guided tour, click Start Tour and follow along again.

In the report editor, notice that there are already fields with the Merchandise name. That's handy, so you only need one more field, the quantity of each item. From the list of fields on the left, drag Quantity and drop it onto the panel to the right of the merchandise.


Qs10 quantity.png

That's it — your new report is ready to go!

Step 3: Save and Run Your Report

You can get very fancy with reports, but that's all you need from this report. And as you'll soon see, even this simple report gives you a lot of functionality.

  1. Click Save and give your report a meaningful name, such as Merchandise in Stock.
  2. In the Report Folder drop-down list, select Unified Public Reports. Once again you can see how the platform has built-in security features. This is a generic report so you can put it in the public folder for other people to access.
  3. Click Save and Run Report.

Step 4: Try Out the App

Above, you launched the new report from the report builder. (If your report is not running, click Reports | Unfiled Public Reports, and then the name of the report.) When you run a report, you get a lot of built-in functionality right out of the box. Take a look.


Qs10 report.png


  1. Click Summarize Information by and summarize the report based on any field on the Merchandise object. For example, you could summarize on the Owner Name and see who entered each piece of merchandise, as well as the count.
  2. Click Show and you can run the report so that it only shows your merchandise, your team's merchandise, or all merchandise.
  3. In the Time Frame section, you can choose to run this report based on the created, modified, or last activity date, and choose the date range.
  4. Click the Run Report drop-down and you can choose to run the report now or on some future date. If you choose the latter, it takes only a few more clicks to have that report in your email every day, or however often you want it.
  5. You might not want to see everything, so you can Hide Details.
  6. Click Customize to make changes to the report, and you'll return to the familiar drag-and-drop interface you used to create the report.
  7. And finally, you can export the report as a printed document, spreadsheet, or CSV file.

Step 5: Enhance the Report

There are many ways to enhance reports without coding. For example, try adding a bucket field to your report to derive additional useful information from the data in each record that helps you focus on what's important. For example, try adding a Status field to the report that shows you, at a glance, whether the current quantity for each Merchandise record is OK, Reorder, or Critical.

To begin, edit your report. Click Reports, and from the reports screen, use the Edit action for the Merchandise in Stock report. Next, click the down arrow to the right of the Quantity field on the report preview, click Bucket this Field .... To learn about bucket fields, click Help for this Page, Bucketing Overview, then Watch a Demo.

Once you finish watching this short overview video, return to the report builder and fill out the Edit Bucket Field form as shown in the following screen, then click Save.


Qs10-tell-me-more01.png


One last thing. On the report preview, click the down arrow to the right of the Status field on the report preview, click Group by this Field, and click Save. When you are done, the report preview should look like the following screen.


Qs10-tell-me-more02.png


Now run the new report. With just a few mouse clicks, you've added some derived information and grouping that helps prioritize your attention.


Qs10-tell-me-more03.png

Next Steps

This Quick Tutorial barely touched on the power and flexibility of Force.com reports. For a comprehensive look at the features and functionality, see the Analytics Workbook.