Skip to main content

Create and organize Salesforce reports

Use Salesforce reports to analyze flair HR and recruiting data, such as employee salaries or candidate application sources. This guide uses a salary report grouped by location and department as an example.

Who can use this?

HR Admins, Recruiters, and Managers with access to reports in Salesforce. Available records depend on Salesforce permissions.

Create a report​

  1. In flair HR or flair Recruiting, open the App Launcher (⋮⋮ grid icon).
  2. Search for Reports, and open Reports.
  3. To run a report included with flair, open All Reports, and select a report such as Employees by Position, Number of Leaving Employees, or Candidate Application Source.
  4. To build a report, click New Report.
  5. In Report Types, click All.
  6. In the search field, enter Salaries.
  7. Select Employee Salaries with Employee to include salary, department, and location information.
  8. Click Start Report. The Report Builder opens.
  9. Enable Update Preview Automatically to show changes as you build the report.
  10. In Fields, click the arrow, and select a field to add it to the report.

Create Report dialog showing available report types in Salesforce

Add and arrange columns​

  1. In Columns, find Employee Salary ID, and click X to remove it.
  2. In Add Column, add Amount, Employee Country, Employee Department, and Type of Employment.
  3. Drag a column heading to change its position. The report preview shows the new order.

Group and summarize rows​

  1. In the Employee Country column heading, click the down arrow.

  2. Select Group Rows by This Field. Salesforce moves the field to the left, shows the record count, and calculates an Amount subtotal for each country.

  3. Optional: Use Add Group in the left menu to add another row group.

  4. At the bottom of the builder, configure the group display settings:

    SettingWhat it does
    Row CountsShows the number of records in each group.
    Detail RowsShows individual rows. Clear it to show only numerical subtotals and Record Count.
    SubtotalsAdds a subtotal for numerical fields to each group.
    Grand TotalAdds the total of numerical fields to the bottom of the report.

  5. In a numerical column such as Amount, click the down arrow.

  6. Select Summarize.

  7. Select Sum, Average, Max, Min, or Median. For the example, select Average to show the average salary per country.

Group columns​

  1. In the Type of Employment column heading, click the down arrow.
  2. Select Group Columns by This Field. The report becomes a matrix showing the average salary by employment type and country.
  3. Optional: Use Group Columns under Groups in the left menu to choose a field.
  4. Configure Stacked Summaries if you want to stack values in the matrix. This option replaces Subtotals when the report groups rows and columns.
  5. Click a matrix cell to inspect its records in Details. The example shows individual salaries, employee names, and departments.

Salesforce explains additional display options in Filter Report Data.

Filter report data​

  1. In the left settings menu, open Filters.
  2. Select a default filter, such as My Employee Salaries or End Date: All Time, and change its value if needed.
  3. In Add Filter, search for a field.
  4. To include only active employees, select Employee: Active, choose True, and click Apply.
  5. Add filters for countries, departments, or employment types as needed.

Save and run the report​

  1. Click Save.
  2. Enter a report name and description.
  3. Select a shared folder or your private folder.
  4. Save the report.
  5. Click Run. Salesforce displays the complete report results.