Impress Your Boss - Learn the Difference Between Salesforce Reports & List Views


Quite often new Salesforce users get confused understanding the differences between List Views and Reports in Salesforce.

Both List Views and Reports allow users to quickly filter and see data that needs to be accessed quickly and efficiently.

Both can be sorted based on the user's preferences and particular needs.

However, the differences between the two are drastic. Comparing List Views to Reports is similar to comparing a skateboard to a car. Yes, both can help get you from one point to another. 

Some might even prefer one mode of transportation to the other. However, a car can certainly do things that no skateboard could possibly accomplish.

Let's take a look at the key differences below:

Understanding the difference between List Views and Reports in Salesforce

List Views
  • Allow users to view and edit data
  • Do not allow for grouping, summarizing or calculating data
  • Do not allow for exporting data to Excel
  • Cannot schedule distributions of data via email
  • Best used for taking action (making calls, updating records, following up on deals)
  • Can only display data stored on the object (or tab) in which the list view is created
  • Does not have the option for a Chatter feed allowing for teams to collaborate on the data included in the list view
Reports
  • Allow users to view data, edit only via right-click (to open in a new window/tab) or drilling into any record
  • Allow for grouping, summarizing and calculating data (sums, averages, etc)
  • Allow for easy exporting data to Excel
  • Allow for scheduled distributions of data via email
  • Best used to review summary data for analysis
  • Can display data stored on other (related) objects, depending on the Record Type selected
  • Can have a Chatter feed allowing for teams to collaborate on the data included in the report

Want to learn more about the differences between List Views and Reports?
Want to learn more about using Reports in Salesforce?

Join me for an upcoming live FREE WEBINAR "Getting Started with Salesforce Reports." 

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About the author: David Giller

David Giller a Salesforce Trainer, Consultant, Blogger & Author. Although he started his professional career as an attorney, he entered the world of enterprise-scale IT management at NBCUniversal, and continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru." David is now CEO of Brainiate. You can read more about David's bizarre career path here.

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