Salesforce - Create reports
- George Apostolov
Salesforce - Create reports: step-by-step guide
Head over to Reports in the menu bar on top.
Click on New Reports to open the Create Report pop-up.
Select the report you want to create. (E.g. Contacts and Accounts)
Click on the Start Report button.
Make sure the Update Preview Automatically toggle is turned on.
Update the Filters to suit your requirements.
For Example, you can set the Mailing country to be United States to only view contacts from the United States.
Hit Apply to create your filter.
Hit Run to start your report.
Your report is now created! You can export your report by clicking on the down arrow beside the Edit button and hit Export.
Provide a recognisable Report Name and hit Save.
Hit the Export button to finish the export.
Quick answer: To create reports in Salesforce, navigate to Reports, click New Reports, and select a report type. Start the report, enable the preview toggle, and update your filters with conditions like Mailing country. Apply filters, run the report, save it with a recognisable name, and optionally export it.
About this Salesforce tutorial
Generate, filter, save, and export customized reports in Salesforce by following these simple step-by-step instructions. This guide covers salesforce - Create reports in 12 steps, starting with "Head over to Reports in the menu bar on top" and finishing with "Hit the Export button to finish the export". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - Create reports take?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - how to create a salesforce app, Salesforce - How to Create a Sandbox in Salesforce and Salesforce - How to Create a Sharing Rule in Salesforce. Last reviewed 05 Oct 2026.
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