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Tip of the Week – Using Conditional Highlighting to Improve Reports

Tip of the Week – Using Conditional Highlighting to Improve Reports

A wealth of data is built into Salesforce and the Force.com platform. I would love to list all the different data points available, but it would turn this tip from a simple blog post into something of a short story. That is why creating custom reports to help you cut through the data and get to the heart of the matter can be so necessary. However, what use is a custom report, if you can’t make it easily readable? For a report to really be useful, the most significant points should jump off the page / screen.

One solution to this issue, is creating conditional highlighting. Humans are extremely visual, so what better way to signify important data than with color coding? Whether you want to highlight members of the sales team who are outperforming the rest, or give a clear warning flag on accounts past due, the custom fields and formulas available in conditional highlighting can handle it. Simply specify your data points, assign display colors and run your upgraded report.

Click Here for a Quick Guide on Conditional Highlighting

-Ryan and the CMB Team

Tip of the Week – Adding Fields to Custom Reports

Tip of the Week – Adding Fields to Custom Reports

One of the great things about Salesforce is that it is highly customizable and with the proper configurations, makes your process much easier and simpler. Unfortunately, because it takes some know how to create shortcuts, small issues can arise and slow things down. In the specific case of creating reports, sometimes you will notice that a field, particularly a custom field, is not available to add. This is due to the fields not being included in the custom Report Type.

To fix this little issue, these quick steps should do the trick:

  • Go to Setup
  • In “Quick Find”, type “Report Type” and select the option when it appears
  • Find the Report Type which you are currently using and click it to open
  • Click “Edit Layout”
  • Find the missing field you want to add in the right hand column
  • Drag and drop it over to the appropriate layout section
  • Click Save

Click here for info on creating custom reports!

-Ryan and the Salesforce Guys