How To: Create Lightning Reports with the Report Builder (Salesforce Admin Series)

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This video is part of the 'Salesforce Admin Series' that seeks to help you on your journey to getting your Salesforce Administrator Certification.
Throughout the series we follow the Trailhead 'Admin Beginner' Trail so check out this link to follow along with the 'Reports & Dashboards for Lightning Experience' section that we are in today, specifically, the 'Create Reports with the Report Builder' module: trailhead.salesforce.com/en/c...
Let's do it together and get those Trailhead points!
LINKS
Start up you're own Trailhead account: trailhead.salesforce.com/
FREE Salesforce Developer Org: developer.salesforce.com/signup
Timecodes
0:00 - Intro & Use Case
0:53 - Overview of Salesforce Reports
3:26 - How to Create a New Report
6:05 - How to Add a Report Filter
9:10 - How to Save the Report
11:00 - How to Add a Cross Filter in the Report
16:31 - How to Add Filter Logic to the Report
21:38 - Let's Do the Module Test Together!
24:43 - Learn More/Outro
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May the Salesforce be with you! x
Connect with me on LinkedIn: / adam-foyston-32148954

[@roberaaliyekadi3093]

Thankyou so much, you're making my learning easier 🙏
Much love from 🇪🇹

[@AdamFoyston]

Finally a video about Salesforce Reports! Hope it's useful. Let me know if there are any suggestions for types of reports you're struggling with :)

[@altrujanot7196]

Hi Adam! I can make report type with pass year sales and currently sales in this year? Or any formula to see sales past year vs sales currently year

[@AdamFoyston]

Hi there, so I think you are asking to generate a report where you can see the Total Amount of Sales from 2020 next to the Total Amount of Sales this Year?
If so, you can do it many ways, but you can create an Opportunity Report with the the Date Range as 'This Year and Last Year' or to set a custom date with your own start and end dates. Then in the report include the fields you want to see, including Close Date and Amount fields. Then in the toggle for the Close Date, set it as the Grouping. Then in the same Close Date toggle set it to 'show dates by' Year, so then you'll end up with a summary report with the groups as 2020 and 2021 (or whatever years you've added in the data to show). Don't forget to SUM the Amount field column too (click the toggle on the Amount column and SUM). You can also show as a Matrix report too with Amount as the other grouping...to do that just add Amount as the second group. Hope that helps! :)