How to create a report in Salesforce

How do I create a report in Salesforce?

On the Reports tab, click New Report, choose a report type and click Start Report. Set the filters, add a group, then click Save & Run and give the report a name.

1. Open the Reports tab and click New Report.
2. Pick a category, then the report type, here Opportunities.

   

3. Click Start Report. The builder opens with a preview.
4. Open Filters, click Close Date, choose All Time and click Apply.
5. Add a field filter, for example Account Name contains a value, and click Apply.

   

6. In Outline, add a group, for example Stage, and refresh the preview.

   

7. Click Save & Run, name the report and click Save. Salesforce runs it.

   

The report type decides which records the report returns and which fields you can use. Most report types start with a Show Me filter and a date filter. You can group a report by up to two rows and two columns, and the preview shows a limited number of records until you run it.

Source: Salesforce’s Build a Report in Lightning Experience help article, checked 26 September 2026.