Summary reports are a type of report that allows users to group and summarize data based on specified criteria. These reports provide a high-level view of data, enabling users to analyze and understand trends, subtotals, and totals.
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open Home | Salesforce
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lick App Launcher and type reports and Click Next
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Click Report
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Click New Report
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Click All
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Type object name in which one wants to create a report and click Next
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Select the object and click Next
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Click Start Report
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Click Filters
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Toggle on update preview automatically and click Next
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Click " Show me " and click Next
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Provide required condition under " Show me " filter and click Next
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Click Apply
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Provide required condition as per requirements and click Next
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Click Outline
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Click Add group and type required and select it and click Next
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Click Add group type required and select it and click Next
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Click Save & Run
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Provide Report Name (Report unique name will be generated automatically) and click Next
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Click Select Folder
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Click All Folder and click Next
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Click on the newly created or existing folder and click Next Note: If this need to be stored in new folder create New folder
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Click Select Folder
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Click Save
