Create custom visual reports without writing code. Build charts from Standard Objects, BigObjects, or combine data with Union reports.
Report Builder lets admins create custom charts and reports directly in Salesforce without writing a single line of code. Query Standard Objects, BigObjects, or combine both with Union reports to build org-level dashboards and record-level visualizations.
Build reports through an intuitive 5-step wizard — no Apex or SOQL required.
Query Standard Objects, BigObjects, or combine both with Union reports for complete data views.
Choose from bar, line, pie, donut, scatter, bubble charts, or aggregate KPI displays.
Everything you need to build powerful visual reports
A guided wizard walks you through creating a report in five simple steps: choose your report type and level, configure objects and fields, set filters, design the chart visualization, then preview and save.
Query massive historical BigObject datasets and combine them with Standard Object data using Union reports. Automatically apply record-level context and map fields between different data sources.
Choose from seven chart types to visualize your data and set color-coded aggregate thresholds to highlight performance against targets at a glance.
Manage reports as records with full lifecycle control. Activate, deactivate, clone, or edit report configurations at any time with built-in pagination and version tracking.
Real-world scenarios where Report Builder provides value
Create org-level reports for leadership with KPI aggregate values and trend charts across the organization.
Leverage BigObject reports to analyze archived data alongside current records using Union reports.
Embed contextual charts on record pages showing related data like opportunity stages or activity timelines.
Create powerful visual reports in minutes with our no-code builder.