The Director of Sales wants a report that meets the following criteria: All accounts in NY, MA, PA and NJ Account rating of "Hot" or Annual Rev over $8M .The report must meet the state criteria but can optionally meet the account rating or the annual revenue.
Which report format would you use to create this custom report?
Click on the arrows to vote for the correct answer
A. B. C.A.
Based on the given criteria, we need to create a report that lists all accounts in NY, MA, PA, and NJ that have either an account rating of "Hot" or an annual revenue over $8M. The report should meet the state criteria but can optionally meet the account rating or the annual revenue.
To create this custom report, we need to use a report format that allows us to group data by state, account rating, and annual revenue. The three report formats available in Salesforce are:
Tabular Report: This report format is used to display data in a simple table format. It is best suited for lists of records that do not require grouping or subtotals.
Summary Report: This report format is used to group data and display summary information such as totals, averages, and counts. It is best suited for reports that require grouping and summarizing data.
Matrix Report: This report format is used to group data by both rows and columns. It is best suited for reports that require cross-tabulation and comparisons between multiple data points.
Based on the given criteria, we need to group the data by state, account rating, and annual revenue. Therefore, the best report format to use would be the Matrix Report. This report format will allow us to group data by state in the rows and by account rating and annual revenue in the columns. We can then use filters to show only the accounts that meet the given criteria.
In conclusion, the best report format to use to create the custom report that meets the given criteria would be the Matrix Report.