How Do I Run Reports on Breadwinner Invoices?
1 min
when breadwinner is installed, multiple standard report types are created in the "other" reports section additionally, you can create custom report types using the invoice object wish to improve your salesforce reporting skills? salesforce reporting is powerful, but if you are just starting out with salesforce, expect between 10 and 40 hours of practice/study/training on reports alone before you start to feel comfortable there are paid resources to help you learn more about reporting, and we also recommend that you talk to a salesforce consultant but you can start your salesforce report training for free on youtube by following this link https //www youtube com/results?search query=%22hands+on+training%22+reporting+dreamforce even people with extensive salesforce reporting experience may benefit from learning more about custom report types https //www youtube com/watch?v=mebzpzjsr90 , which are equivalent to sql join statements custom report types allow for powerful cross object reporting additionally, if you have salesforce enterprise or higher, you can use joined reports, buckets, and cross filters https //www youtube com/watch?v=46 kyyq6nyk specifically, you can "add bucket fields to categorize records on the fly, without the need for custom fields, and how to apply cross filters to filter records by their related records, without the need for custom report types and build joined reports to combine multiple views of data on a single report, without the need for excel "

