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Difficulty: EasyStandard/Custom Report Types and Formats

A Salesforce administrator is asked to create a report that organizes open opportunities into groups based on their Stage and displays subtotal amounts for each stage group. Which report format should the administrator select to meet this requirement?

  1. SummaryAnswer
  2. B
    Tabular
  3. C
    Matrix
  4. D
    Joined

Answer

Summary report format
Summary format allows records to be grouped by row values (such as Opportunity Stage) and provides automated subtotals for numeric fields across each group.

Step-by-Step Solution

1
Identify the grouping requirement
The requirement specifies grouping opportunity records by a single dimension (Stage) with subtotals.
Choosing the correct report format depends on how records need to be grouped and summarized.
2
Evaluate standard Salesforce report formats
Tabular provides no groupings; Matrix groups by rows and columns; Joined combines multiple report blocks; Summary groups by rows.
Summary format is the simplest standard format that supports single-level row grouping and field subtotals.

Key Concept

Selecting appropriate report formats based on grouping and summary requirements.
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Topics

Standard/Custom Report Types and Formats

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