By Aaron Crear

1. Advanced Reporting Tips and Tricks for New Admins
New York City World Tour 2019
@aaroncrear
Aaron Crear
Founder & Principal at Hat-Trick Consulting

2. Forward-Looking Statement
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3. Aaron Crear
Founder & Principal
@aaroncrear
info@hat-trickconsulting.com

4. Why am I here?
Salesforce Changed My Life!
Recovering Sales Manager
• User since 2009
• Began self-learning to make my job easier
• Became default Salesforce Admin
Rolled the dice in June 2016, accomplishments by April 2018
• Began with Trailhead
• Salesforce Certified
• Full-time consulting practice with book of clients
• Speaker at Dreamforce, dreamOle’, Midwest Dreamin’, Southeast Dreamin’, Snowforce
• Lowell User Group Leader, Northeast Dreamin’ Co-Organizer

5. Presentation Objective
Are you a new Admin struggling to create reports for your team? Do you
spend way too much time racking your brain trying to get data to present
properly? You’re not alone. Many beginner Admins spend hours trying to
develop reports that should only take minutes to finish. This session will
show you real examples of advanced reporting features that will make your
job easier and provide greater value to your users.

6. Overview of Topics
• Cross Filters
• Power of One
• Custom Summary Formulas
• Buckets
• Joined Reports
• Custom report Types

7. Cross Filters
• Cross Filters allow you to filter reports by Objects instead of just Fields
• These Object filters are dependent on the Parent Object of the report type
• With or without criteria
• Remove unwanted results

8. Use Case
As a Sales Rep, all Contacts should have Activities associated with them. You want to make sure you’ve
done this and create a report of all Contacts without Activities to begin outreach.

9. Cross Filters: Use Case
DEMO

10. Power of One
• Allows you to Summarize and count Objects in reports
• A new Custom Formula Field
• Do it on every Object
• Name the Field the same as the Object

11. Use Case
The Sales Director wants a report that shows the Pipeline summary by Stage that breaks down the number
of Opportunities, Accounts and Products.
Power of One

12. Power of One: Use Case
DEMO

13. Custom Summary Formulas
• Used to calculate additional totals in Summary, Matrix and Joined reports
• Based on numeric Fields, which can be summarized
• Can be used with expressions, fields and values
• They are unique to the report and cannot be shared to other reports

14. Use Case
You want to give the sales team a visual representation of where their sales are compared to goal.
Custom Summary Formulas

15. Custom Summary Formulas: Use Case
DEMO

16. Buckets
• Allow you to categorize a group of values
• Use custom names for each Bucket
• Does not require Formulas or Custom Fields
• Think of Opportunity Stage Forecast Categories

17. Use Case
You are tasked with creating a sales by region report. Opportunities from Accounts in the US and Canada
should be combined into “NA” and all of countries in Europe should be combined into “Europe”.
Buckets

18. Buckets: Use Case
DEMO

19. Joined Reports
• Allow you to view different types of information within a single report
• Create up to 5 Blocks
• Requires Report Builder Permission
• Not yet available in Lightning

20. Use Case
The Sales Director would like one report that shows sales for month, YTD and Last 12 months.
Joined Reports

21. Joined Reports: Use Case
DEMO

22. Custom Report Types
• Allow you to create more complex Reports not provided by Standard Reports
• Include up to 4 Objects
• Primary Object and secondary Objects, which must be related to the Primary
• Choose whether secondary Object may or may not have an associated Record
• Select which Fields from the Objects are available on the Report Type

24. Use Case
The marketing manager would like to see what activity volume Campaigns are driving with the visibility to
the Contact level.
Custom Report Types

25. Custom Report Types: Use Case
DEMO

26. Resources
• Trailhead
• Certifications
• Success Community
• User Groups
• Mentors

27. Conclusion
• Better business insights to your organization
• Help drive decision making
• Understanding and visualizing data simpler
• Add more value for users
• Make your job easier!
Aaron Crear
Founder & Principal Consultant
acrear@hat-trickconsutling.com
@aaroncrear