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How to easily Report formula transcript and enhance your workflow

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How to report formula transcript

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welcome back to my channel my name is emily and i talk a lot about salesforce today were going to be going over report formulas in salesforce report formulas allow you to report on things that may not necessarily already be within salesforce now that might sound a little confusing but lets go ahead and jump into an example and get this moving lets go ahead and go to reports new report i want to go to an opportunity report okay lets go ahead and change some of these filters so we have data to work with also if you update the preview automatically you wont have to save and itll update whenever you make changes im going to get rid of any empty data or data that we might not need all right that looks pretty good okay and one thing about report formulas is that you do need to have a grouping before you get started so im going to group this by stage if i can spell okay so now that weve grouped this by stage as you can see we have everything here lets jump

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