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How to Create a Report in Salesforce​

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Here’s a simple guide on how to create a report in Salesforce:

1. Go to Sales, then navigate to Analytics and click Create → Report.

2. Choose the type of report you want to build and click Continue.

3. Ensure the Update Preview Automatically option is enabled.

4. Adjust the Filters as needed for your report.

5. Click Run to generate the report.

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