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Create Your Own Salesforce Reports
September 5, 2024 by Melanie Jones
Before diving into IOS data, it's crucial to have a basic understanding of the Salesforce Reporting interface. You can then refine your knowledge by reviewing the information below and practicing your report-building using the templates linked below.
Reporting Templates
Anschutz
Boulder
Denver
Springs
Field Editing Enabled
To enable live editing of fields within a report- Click the Field Editing Enabled button and then edit cells in the Report by selecting the pencil icon. Please note that not all fields are available to be edited via a report.
