Salesforce admins arenβt just supporting the CRM.
Theyβre guiding decisions.
Reporting is how you show the truth behind performance. And choosing the right report type is the difference between noise and clarity.
Here are the 5 formats that unlock real insight:
β’ Tabular Reports A clean list when you need simple data fast.
β’ Summary Reports Group by owner, stage, region see patterns instantly.
β’ Matrix Reports Compare multiple segments at once. Execs love these.
β’ Joined Reports When data lives across objects, bring the full picture together.
β’ Custom Report Types Not every business fits a template. Build your own views.
Master these and you stop being βthe admin who runs reports.β You become the person who helps the business decide.
