Create a Travel Requests by Month Report

Select a Report Type

Let’s create another report for our dashboard.

1. From the Reports Tab, click New Report.
   
2. From the Choose Report Type screen, open the Other Reports folder and select Travel Approvals.
   
3. Click Continue.  
   

Build Your Report

You are now presented with the report builder. The report builder provides a drag-and-drop interface to easily build and customize your reports.

1. Enter and select the following fields to the Add column… box, in order:
   

• Department
  
• Status
  
• Out-of-State
  
• Destination State
  
• Trip Start Date
  
• Trip End Date
  

2. In the main report table section, click the arrow next to Trip End Date column and select Group Rows by This Field. You can also search for the Trip End Date field under Group Rows in the Outline Section and add it here.
   
3. Instead of grouping by each individual day, let’s group by calendar month. In the preview pane, click the arrow in the Trip End Date heading and select Group Dates By | Calendar Month.
   
4. Click the arrow in the Out-of-State heading and select Group Rows by This Field.
   
5. The report is now grouped by Calendar Month and then Out-of-State flag.
   
6. Click Save and set the following parameters for the report.

   Parameter	Value
   Report Name	Travel Requests by Month
   Report Description	Leave blank
   Report Folder	Public Reports

7. Click Save.
   
8. Click Run.
   

Congratulations! You now have two reports that you can use as the basis for your dashboard.

In the next step, you add these reports as widgets on your Salesforce dashboard.