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Create a Report in Salesforce

Create a Simple Report to Integrate with Quip

Next, let’s create a report in Salesforce that we can export to Quip. We can create a simple report using the data that’s already in your Trailhead Playground.

If you clicked Back after updating the page layout, you should be back on the Sales app in your Trailhead Playground. If not, click App launcher to launch the App Launcher and select Sales under All Apps.

  1. Click Reports.
  2. Click New Report.
  3. In the search box, enter Leads and select Leads from the list of matches.
  4. Click continue. You are taken to the Report Builder page.
  5. In the Filters section, click the Range filter for the Date field, and select All Time. Click Apply.
  6. Click Save & Run.
  7. Enter the report name Leads by Source and the Report Unique Name Leads_by_Source and click Save.

Good job. Now we have a report we can use to integrate with Quip. We do that in the next step.

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