How can I create custom reports in Salesforce?
An example of an AI chatbot conversation about creating custom reports in Salesforce.
How can I create custom reports in Salesforce?
To create custom reports in Salesforce, go to the Reports tab, click on 'New Report', and choose the report type.
What types of reports can I create?
You can create tabular, summary, matrix, and joined reports, depending on your data needs.
Can I schedule reports to be sent automatically?
Yes, you can schedule reports to be sent via email at specified intervals.
How do I filter data in my reports?
You can add filters in the report builder by selecting fields and defining criteria to narrow down your data.
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