Define the Summary Report

Summary Report

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Question

FILL BLANK - Define the Summary Report.

Explanations

See the answer below.

Provides a listing of data, plus sorting and subtotaling of data.

May be used to support dashboard components.

A Summary Report in Salesforce is a type of report that summarizes data based on the grouping of specified fields. This type of report allows you to quickly gain insights into your data, including aggregate information like total or average values, while also providing details at the individual record level.

A summary report can be used to group data by a variety of fields, such as record type, owner, or a custom field, and can also be filtered to show specific subsets of data.

In addition, summary reports provide users with the ability to create custom formulas to perform calculations based on the data being summarized. This can be helpful in situations where you need to perform complex calculations on your data, such as calculating the percentage of closed won opportunities for a specific sales rep.

Overall, summary reports are a powerful tool for Salesforce administrators and users to quickly gain insights into their data and make informed decisions based on the summarized information.