Activity Forums Salesforce® Discussions What is a Tabular report in Salesforce?

  • shariq

    September 23, 2018 at 10:36 pm

    Tabular reports in salesforce are those where the data is displayed in the form of list. In Tabular reports custom data is arranged with out subtotals.

  • Parul

    September 24, 2018 at 2:22 am

    In order to use Tabular report in Dashboard, you have to set row limit and dashboard settings for the report. Tabular reports are the simplest and fastest way to look at your data. they consist simply of an ordered set of fields in columns, with each matching record listed in a row. While easy to set up, they can't be used to create groups of data and there are limits to how you can use them in dashboards. Consequently, they're often best used for tasks like generating a mailing list.

    Let's take an example so that it clears to you,

    We’ll want to generate a list for our Account Executive of all open opportunities above a particular amount threshold, so that she can do some outreach this afternoon.

    Sales use case: Review all open opportunities above a particular amount threshold.

    1. On Reports, click New Report, choose the Opportunities report type, and click Create.
    2. Apply the following filters:Select All Opportunities for Show.
    Select Open for Opportunity Status.
    Select Created Date for Date Field.
    Select Current FY for Range.

    3. The following columns should already be included in your report: Opportunity Name, Type, Lead Source, Amount, Expected Revenue, Close Date, Next Step, Stage, Probability (%), Fiscal Period, Age, Created Date, Opportunity Owner, Owner Role, Account Name.
    4. Click Save, name your report Open Opportunities This Year, and accept the auto-generated unique name.
    5. Enter a description and choose the My Personal Custom Reports folder.
    6. Click Run Report.


    Hope this helps you!


  • Avnish Yadav

    September 29, 2018 at 10:12 pm


    A tabular report is the most basic type of report you can build. The report output is organized in a multicolumn, multirow format, with each column corresponding to a column in the database table.


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