Universal Container's Sales Ops admin wants to create a simple and quick report to look at all open opportunities in Salesforce.
She is not interested in creating any groups of data.
Which of the following report is best to meet her needs?
Click on the arrows to vote for the correct answer
A. B. C. D.Correct Answer: A
Tabular reports are considered the quickest and easiest way to look at the data in Salesforce.They look like a spreadsheet, but you can't use them to create any groups of data.
Option B is incorrect because in summary report you can create any group of data.
It provides more option to organize the data.
Option C is incorrect because the Matrix report gives you the ability to group records by column and row and they are considered time-consuming.
Option D is incorrect because you can't create tabular and Matrix grouped together
Reference:
The best report type to meet the Sales Ops admin's needs, which is to create a simple and quick report to look at all open opportunities in Salesforce, is the Tabular report type.
A Tabular report type displays records in a table format, with each row representing a record and each column representing a field in Salesforce. This report type is ideal for when you want to see a list of records without any grouping, as in this case.
The Summary report type, on the other hand, is used when you want to group records by a specific field, and display summarized data such as totals, averages, or maximum values. This report type is not necessary for the Sales Ops admin's requirement of a simple and quick report to look at all open opportunities in Salesforce.
The Matrix report type is similar to the Summary report type, but it also allows you to group records by two different fields, with the summarized data presented in a grid format. This report type is also not necessary for the Sales Ops admin's requirement.
The Tabular and Matrix grouped together option is not necessary since the Sales Ops admin is not interested in creating any groups of data.
In summary, the Tabular report type is the best option for the Sales Ops admin's needs of a simple and quick report to look at all open opportunities in Salesforce, as it displays records in a table format without any grouping.