Definition
The Salesforce report creation and editing tool that provides a drag-and-drop interface for selecting report type, adding fields (columns), defining filters, choosing groupings, and configuring summary formulas.
Real-World Example
At their company, a business intelligence manager at Apex Analytics leverages Report Builder to transform raw Salesforce data into actionable business intelligence. After setting up Report Builder, leadership has real-time visibility into pipeline health, team performance, and customer trends, enabling faster and more confident decision-making.
Why Report Builder Matters
Report Builder is the Salesforce report creation and editing tool that provides a drag-and-drop interface for selecting report type, adding fields (columns), defining filters, choosing groupings, and configuring summary formulas. It's the main tool for anyone building reports in Salesforce, supporting tabular, summary, matrix, and joined report formats with full customization.
Report Builder in Lightning Experience has been enhanced significantly over the Classic version, with better filtering, more chart options, and support for field-to-field filters, cross-filters, and row-level formulas. Mature orgs teach end users how to build their own reports through Report Builder, reducing the burden on admins and empowering users to answer their own questions. Investing in Report Builder literacy across the org pays off in analytics self-service.
How Organizations Use Report Builder
- •BrightEdge Solutions — Trains end users on Report Builder so they can create their own reports instead of asking admins.
- •NovaScale — Uses Report Builder features like cross-filters and row-level formulas for sophisticated analytics.
- •Cobalt Ventures — Treats Report Builder literacy as an important productivity skill across the org.