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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. Choose Report Type with Travel Approvals highlighted.
  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 Report with new columns
  2. In the main report table section, left-click the 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. Trip End Date with dropdown selected
  3. Instead of grouping by each individual day, let’s group by calendar month. In the preview pane, click the down arrow in the Trip End Date heading and select Group Dates By | Calendar Month. Trip End Date grouped by Calendar Month
  4. Click the down arrow in the Out-of-State heading and select Group Rows by This Field. Out-of-State grouped by Out-of-State flag.
  5. The report is now grouped by Calendar Month and then Out-of-State flag. Travel Approval report grouped by Calendar Month and 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.

Recent reports page showing new reports

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