Salesforce List Views & Reports

This common scenario exits with Salesforce List Views & Reports: They duplicate productivity efforts. A List View is created on objects so you can manage and update fields on a record. List Views are great for operational functions but not analytics. Reports are created by users and managers based off of the same List View criteria but for analytics and management.

Both the Salesforce LIST VIEWS and REPORTS are needed in every instance of Salesforce but your time in creating them shouldn’t be duplicated. We value your time and therefore, have created a productivity package that when installed will allow you to create (on-demand) a report from your custom List View. Easily carry over all the List View fields into a custom report that is saved to a designated folder. All you need to do is open the report, add graphs or export. WHAM-O!!!

List Views

List View Reporter 1

 

 

 

 

 

Create or Customize any List View, then Select “ListView To Report”. A report will be generated with the same filter criteria and saved for you to review, export or graph.

View your Report – go to the designated folder and retrieve your report.

List View Report

 

 

 

 

 

 

 

 

 

 

 

Request more information about Cloud Co-Op and pricing for the ListView Reporter. We know your time is way too valuable to replicate these efforts.

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