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SalesForce for AccountingBook allows all users to run, customize and create reports. You may create new report from a standard report and save it in My Personal Custom Reports folder. In the left side you can view all the folders that you as a user have accesses. You can save your custom report in the folder in the My Personal Custom Reports.
 
Types of Reports

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The default view shows you the most recently viewed reports and Dashboards.
A. Using key words keywords you can search a custom reports, this search looks for the key words in the name and the description fields
B. You can filter reports by Views
C. You can filter reports by Types

 
A. You can click New Report to create a new report through report builder button
B. You can click New Dashboard to create a new report through dashboard builder button
C. You can type the folder name or to find the folder in the search box. You need not to type the exact name of the , instead you can type the part of the folder name and the search will do the rest of the work for you
D. You can also create or manage folders from this plane to control access your reports and dashboards
 
How to run a Report?

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To start with the customization of the report, click on the customize button, new options for the reports gets populated as below.

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To save this view of the report, click on Save As and give it a name to save the Report.

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1.     You can select the Date Range on clicking on the dropdown via YTD or Quarter to date by the given options and select the state start date and end date
2.     You can group the selection by Group by option via Week, Month, Quarter or Year
3.     Click on the Go button to see the selected report below
4.     You can also download the report and save it for future references
 
Trial Balance

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