How Do I Run Reports on Breadwinner Invoices?



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.

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.

Even people with extensive Salesforce Reporting experience may benefit from learning more about Custom Report Types, 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. 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."