Customize reports

You can customize the reports that are displayed on the Reports tab. After modifying a report, use the Save As button to save the report with a new name so the original report is not altered.

Reports on the Amadeus Reports tab cannot be customized.

To customize a report

Please select your Salesforce experience.

  1. Navigate to Reports.
  2. In the All Folders list, click the appropriate folder, like Booking Reports.
  3. Click the report you want to customize.
  4. Do one of the following:
  • Use the Summarize Information By picklist to choose the primary data grouping of the report (for example you might want to group by property or by account).
  • Use the Show picklist to further limit the scope of the data you chose for the primary data grouping. For example, you could limit the report to display only your bookings at each property.
  • In the Time Framearea, select a Date Field to indicate which field should be used to determine the report's date range. Next, select a predefined Range (for example, This Month), or enter a custom date range using the From and To fields.
  • Each report includes one or more Sorted By options. An up arrow after the field name indicates that its data values are sorted in ascending order (A, B, C ... 1, 2, 3). A down arrow indicates use of a descending order (Z, Y, X ... 9, 8, 7). The ascending or descending order also affects dates and determines whether the most recent or a historic date appears first. Click to toggle between ascending and descending order.
  • You can also click the Sorted By picklist to change the field that is being used to sort the report data.

For advanced users only, click Customize to open the Salesforce report builder. To learn more about customizing reports, take this lesson in Salesforce Trailhead: Introduction to Reports and Dashboards

  1. Click Run Report to update the results of the report.
  1. Navigate to Reports.
  2. In the All Folders list, click the appropriate folder, like Booking Reports.
  3. Click the report you want to customize.
  4. Do one of the following:
  • Select the dropdown arrow of any column to access sorting options. An up arrow after the field name indicates that its data values are sorted in ascending order (A, B, C ... 1, 2, 3). A down arrow indicates use of a descending order (Z, Y, X ... 9, 8, 7). The ascending or descending order also affects dates and determines whether the most recent or a historic date appears first. Click to toggle between ascending and descending order.
  • Use the dropdown arrows to select the primary data grouping of the report (for example you might want to group by property or by account).
  • In the filter options, use the Show Me picklist to further limit the scope of the data you chose for the primary data grouping. For example, you could limit the report to display only your bookings at each property.
  • In the filter options, use the Start Datearea to select a Date to indicate which field should be used to determine the report's date range. Next, select a predefined Range (for example, This Month), or enter a custom date range using the Start Dateand End Date fields.

For advanced users only, click Edit to open the Salesforce report builder.

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