Salesforce helps people see data in a smart way. You can look at numbers, names, deals, and more. Reports in Salesforce are easy to use. You can change them to see what you need. Some reports are simple. Others show many things at once. These are called advanced reports.
You can learn these in a Salesforce Course Online. It helps you learn from home. You learn to build reports. You also learn to find problems and see what is working.
What Is a Joined Report?
A joined report shows data from many reports in one view. It is like putting two puzzles together to see a full picture. Each part of the report is called a block. Every block has its own filters and fields.
You can compare data across blocks. For example, you can see sales from two teams. One block can show Team A. Another block shows Team B. You can then see who sold more. You use joined reports to find trends. They help you see things side by side. This saves time. You do not have to open many reports. Everything is in one place.
What Are Cross Filters?
Cross filters help you see more details. They let you pick records that have related data or not. For example, you can find accounts with no contacts. Or you can find leads with no tasks.
This helps you clean your data. You can find what is missing. You can also check if follow-up is needed.
Cross filters make your report smarter. They show what is not always easy to find. You can add one or more cross filters in a report. This gives you more power to look deep into your data.
What Is Bucketing?
Bucketing helps you group data into buckets. Buckets are like small boxes. Each box holds a group of values. You do not need formulas. You just make the bucket and add values.
For example, you can make a bucket for deal size. One box is “Small” for deals under 1000. One box is “Medium” for deals from 1000 to 5000. One box is “Large” for deals over 5000.
Buckets make your data easy to read. You can use them in charts and tables. They help others understand reports faster.
Why Use Advanced Reports?
Advanced reports help you understand your work better. You can find what is working and what needs fixing. Joined reports show many data blocks. Cross filters show missing links. Buckets group data in simple ways.
These tools are easy to learn. They save time. They help your team see the full story.
How to Learn These Tools?
You can join a Salesforce Certification Course. This course teaches reports, dashboards, and more. You learn with simple steps. You get to try real examples. You also learn how to show your reports to others.
If you want to test your work, you can try the Salesforce Testing Certification. It shows you know how to check data. It helps you learn what to fix.
Salesforce reports are powerful. They help people at all levels. You do not need to be a tech expert. You just need to learn slowly and practice.
Who Needs This Certificate?
People who want to become testers need it. People who already work in Salesforce can take it too. It helps them move to better jobs. Even students can try. If you like testing, this is a good path.
You do not need to know coding. You just need to learn the steps and practice daily. With time, you can do it. The certificate is not too hard. But you need to be ready.
Use of Advanced Reports in Teams
This graph shows that many teams use joined reports. Cross filters and bucketing are also growing.
Features at a Glance
| Feature | What It Does | Easy to Use | Shows Many Records |
| Joined Report | Combines reports in one place | Yes | Yes |
| Cross Filter | Adds filters for related data | Yes | Yes |
| Bucketing | Groups fields into categories | Yes | No |
This table helps you pick the right report feature. Each has its own use.
Conclusion
Advanced reports in Salesforce are fun and helpful. You can mix data, filter it, and group it. It helps your team work better. You learn to find answers fast. Start with one feature and keep learning. These tools are easy if you take time to learn. With practice, you can make strong reports. Then your team can make better choices.
