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How to create a Report in Salesforce Lightning

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Here’s how to create a report in Salesforce Lightning to analyze data effectively.

1. Go to Sales, then navigate to Analytics and click Create → Report.

2. Choose the type of report you want to build and click Continue .

3. Ensure the Update Preview Automatically option is enabled.

4. Adjust the Filters as needed for your report.

5. Click Run to generate the report.

6. Your report is now created .

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