Follow the steps below to get started making your own reports:
Navigate to the Reports tab on your Salesforce home screen
*if the Reports tab is not visible, click into "More" to see if the tab is listed there - if it is not there either, please see the Help article on adding tabs to your home screen.
Click "New Report"
A report type wizard will pop up for you to choose which object(s) you would like to pull data from - standard objects consist of Leads, Opportunities, Contacts & Accounts, and Accounts
*if you are not seeing any object options when the wizard first pops-up, be sure that you are not toggled to the "Recently Viewed" section, since if you have not recently made a report - this will be emptyOnce you have chosen the object type to pull your data from, click "Start"
From here, you will define the field data that you want brought into the report in the Column section. You can remove or add any fields that you'd like from the chosen object and associated records (if reporting on Opportunities or Contacts, you can pull in Account data)
Click into the Filters tab to remove the auto-filters on Owner and Dates. If you want to pull from records owned by any user, rather than just your own user account, click into the filter and toggle to "all." Similarly, if you want the report to pull from records created at any time, click into the Created Date filter and choose "All Time"
You can then apply any additional filters that you'd like, for example, if you want to pull a report on Contacts & Accounts, for only Contacts related to customer Accounts - you can do so by choosing to filter on the Account field "Type" and clicking the equals Customer value
Once the Filters and Fields are good to go, you can click Save and Run the report to name and choose the public or private folder where the report should live
Please watch the loom below for the Contacts & Accounts example demo:
Additional Tips:
After you save the report, you can export the report by clicking on the carrot icon next to the "Edit" button and choosing to export as an xcl or csv file
Only System Administrators can create or edit public reports