LOOP Reports - Using the Application
To build a basic LOOP Report is fast and easy. Below will show you step-by-step how to build and deploy a basic LOOP Report to automate and schedule the email delivery of Salesforce reports as one combined file.
(1) Create a Salesforce.com Report
From the Reports tab, click Create New Custom Report and follow the step by step instructions to create a Salesforce report. Finish by clicking Save As. You can build as many reports as required to then combine to a single report to be sent through LOOP Reports.
(2) Click on the DDP Tab in Salesforce and build your LOOP Report
Click New to create a LOOP Report
Select the Report Record Type to deploy a scheduled report
Drag and drop your reports, set the appropriate fields, and click Activate.
NOTE: You can add a report to a regular DDP simply by dragging and dropping the report as if it were any other document in your DDP.
Advanced Reporting with Excel - learn more
Create your reports in Salesforce and export the data from each report. This will provide the “raw data” dump to help you organize your new reporting Excel spreadsheet.
Create the Excel spreadsheet and setup your custom report analytics.
Create a Report DDP, drag and drop the Excel file to the middle box, drag and drop your reports to the right-most box and assign the appropriate sheet name for each report.
