From the navigation menu, click on the Reports tab. It will redirect you to the reports list view which shows what are the latest viewed reports.
If you don’t see the Reports tab in the navigation menu, click on 9 square icon on the top left of the screen which is called app launcher. In it’s search box, type reports and then click reports.
On the new page opened, click on “New Report” button.
It will pop-up a window to ask you which report type you want the report on. Report type is a relationship between the objects for example- “Organizations with Contacts”. After selecting the report type, report can have fields from both- Organizations as well as Contacts.
After you select the report type, click on “Continue” button. In the first view you may find no data even if there are thousands of records. Why?
You see a report creation page in two page splits- one is for columns (fields), filters and groups (where you can group the fields).
Second split of the page- you may see blank (or limited) records, because by default you are seeing only organizations you have created and for a defined time-line. To change this click on “Show all Organizations” and click on set the created date filter to “All Time”.
You can also change this filter from the left page split- Click on the “Filters” tab and change the filters as per your requirement. You can add other filters too such as “Organization name equals to “J-PAL South Asia”. It will reduce down the content of the report where organization name is “J-PAL South Asia”.
From left split, you can also add or remove the fields/columns from the report. To add a column/field, search the field name from the search item and simply drag it to the right page split or double click on the field name.
To remove the field simply click on the X icon from the left page split for particular field name. You can also remove the field/column from the right page split as well. Simply drag the field name from the top panel and drop it on the left page split inside the column area.
Once you are done with adding filters and fields, you may save it or run it. There are two options- Save & Run and Run. Save & Run will save it and run the report for a view. And Run option will run the report before you can manually save it.
To Save a report, you must give a name to the report (Report Name), give an optional report description and select a folder to store the report. Click on “Save” button- it will save the report and show you the report.
Note- Report Unique Name will be auto-generated. (Report Name and Report Unique Name are different meta-data in Salesforce). If you choose a Private folder to store the report, only you will be able to view and run that report.
If you select “Run” as an option, it will only run the report and to save it, you need to follow the above steps.
When you Run the report, you can also edit the report’s properties by clicking “Edit” button. Make the required changes and again either save it or run it.
You can also export the report in an excel or comma delimited csv file. By clicking the down facing arrow, select Export and then select appropriate file format.
Note- It may take several minutes to download the file based on its size.
Also, you can watch the "how to create a report" video here- https://drive.google.com/open?id=1eMcIgYeywLjfVkeJqYdoT3bT-65qvN5Q