Create Reports Salesforce Lightning | Full Tutorial | 2022

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In this video I explain how to create custom reports in Salesforce Lightning.
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[@Budinky]

Finally, found the best explanation for Reports! Thank you so much!

[@RAMESHRATHOD-js9kc]

Excellent demonstration! Thank you Nick💌

[@user-lo8tb7ol4k]

Amazing tutorial. keep teaching us Nick.

[@Austinechi45]

Thank you very much Nick for this wonderful tutorial

[@savleenkaur7285]

Thanks Nick! Your videos are way easy to understand with simple explanation.

[@paddiesnyder5104]

Excellent demonstration - Thank you this helped so much

[@Giankarlo72]

Excellent demonstration! Thank you very much!

[@NickBoardman]

Glad it was helpful!

[@patrickelisabeth5988]

Hello Nick, that's the video we should expect from Salesforce to be able to be familiar quickly with the process. 40 minutes which allows you to understand salesforce methodology.

[@chloeshoobridge5297]

Super super helpful! Thank you

[@bencorley8687]

I'd be lost without you in Lightning. Thanks for all the help.

[@NickBoardman]

Hahahah my pleasure!

[@Bernard_shang]

Thank you very much Nick

[@sandyg259]

Excellent video - very helpful!

[@NickBoardman]

My pleasure Sandy!

[@TheGreatestHeroEver]

amazing video as always, Nick. Thank you so much!

[@NickBoardman]

My pleasure 🫡

[@navaneethkumar2368]

Thanks Nick, let me tell you that your video was one of the most simple one to understand, I have seen a few videos but non of those were so much illustrative and easy to understand. thanks.

[@NickBoardman]

Wow, thanks for the kind comment! I am glad the video helped :)

[@amitb1574]

Thank you very much for this guide

[@tommyreece5876]

excellent overview

[@RodinaKhaled-zq2nm]

Thank you it was great

[@homeoffice9074]

Super helpful 😊

[@AdityaKumar-bf2rn]

Nice content thanks Nick👍🏻👍🏻

[@NickBoardman]

Thanks for the kind comment Aditya!

[@dtwow98]

Thanks! Question... how do you add a field/column that is only available in a different report type than the one you are creating?

[@mary94110]

Thank you Nick, this was helpful. Probably a dumb question, but our SF entries are not is not very robust nor has all fields completed. If we just want to run a report of contacts that had some activity (eg comments and tasks completed within the contact) for last 2 years, what field would that be? thanks! Mary

[@nilvanaposso1611]

Amazing lesson

[@NickBoardman]

Thanks Nilvana!

[@gayathrij9098]

Hi Nick, can we change the field/ column names at the report level. If yes how? Your reply will be helpful for me.

[@DanielDenis-SmartFlower]

Excelent video, thank you!

[@NickBoardman]

Glad you enjoyed it!

[@DanielDenis-SmartFlower]

@@NickBoardman I absolutely did - as well as the general Salesforce Introduction one! Subbed and will check our your other content along the way : )

[@Will-ck7hi]

Are there any recommendations for helpful reports that can be directly applied to bulk matches and fuzzy logic when improving the data hygiene?

[@sammickable]

Hi Nick, by any chance do you know how salesforce defines the "Probability" field? Thanks!

[@user-tf5nj5oj3m]

Hi Nick, Thanks! why is it not possible to add a grafic chart to a report?

[@shubhamkolekar5547]

Can we add multiple charts in the report of salesforce lighting? Also can we add multiple totals in the report to have seperate filters for each total in Salesforce reports like we can do in Power Bi or Tableau? For eg : Total Records only show the records for filtered values, what if we want to show the total without any filters when we run the report, can we do that?

[@alejandrojoseromero7530]

Hi Nick, what platform you suggest to get a certification on Salesforce? Ty.

[@sammiepittman3130]

is there a way to generate tables for a powerpoint for sales force?

[@sonnygonzalez-sz5nu]

How do you pull sales information by rep who confirmed the deal like in solar

[@lauranova3705]

Hi Nick, do you offering tutoring for Salesforce? I just started a new job that requires me to learn it and I have no idea what I'm doing.

[@RichPortQueen]

Hows it working out for you?

[@RamonIsamtz]

Hello Nick, how can I filter a list of opportunities SCRM Id's from a report. I have a list of 15k opportunities But I only want the details for 500 of them.

[@aparnakalle8065]

can you rename a report column?

[@sarathm3281]

How to make the reports visible to others?

[@layees.msheriff7489]

What's the name of the software you are using?

[@ainnesiddiqui9311]

Can anyone please guide me, I am using free trial application and many objects like " Case and opportunity" are not appearing at home so i am not able to create flow.

[@michaelhagans965]

When you say "not appearing at home" do you mean you do not see the tabs for those objects?

[@akshayskumar9525]

The video is just at the right time i needed🫂

[@NickBoardman]

Amazing, I am glad I could help Akshay!