Reports Overview

Reports Screen

Salesforce reports and grids are great for viewing but limited for editing. Wave allows you to build customizable grids that are fully editable in a Google Sheets-like experience. You can also share these reports with colleagues to level up your team’s productivity.

1. Reports Section: The top section of the Reports screen shows the list of all your Salesforce Reports, along with the Reports that are already mapped.

2. A brief video illustrates how to edit Salesforce reports using Wave.

3. Insights: It shows key highlights such as the number of reports mapped, and also lets you to resume your journey from where you left last.

Reports Section

The Reports Section enables you to see your Salesforce Reports and map the desired Reports with Valorx Wave to see them in the Grids screen.

This section features:

• Search reports: Search is a quick search box. Use it to pick a Report from Salesforce.

• All Reports: This section shows the list of all Reports available in Salesforce.

• My Reports: This section shows the Public Reports that are shared with everyone in the Salesforce org.

• Mapped Reports: This section shows the list of Reports you have opened in Valorx Wave.

When you open a Salesforce report in Valorx Wave, it becomes a Mapped Report.

It is called a Mapped Report because, when you open a Salesforce report in Valorx Wave, you map the Salesforce report with Valorx Wave in a few clicks.

• The Mapped Report opens in the Grids Screen. You can process it based on your requirements. The method of processing reports is the same as processing the Grids.

• The changes related to the records (data) can be saved in Salesforce, and the changes related to visibility will be available in Valorx Wave only.

Access Salesforce Reports in Wave

When you want to access a Salesforce report in Valorx Wave, you map it with Valorx Wave in a few clicks. Thus, a Salesforce report becomes a Mapped Report in Wave.

Accessing Salesforce Reports in Valorx Wave enables you to:

• Edit Salesforce Reports in an Excel-easy manner

• Analyse Salesforce Reports by applying Filters, Conditions, and Grouping

• Perform Mass edits

Please follow the steps below to open a Salesforce Report in Valorx Wave.

1. Select the report you want to access by clicking on it.

1. The Report Mapping screen will open. Report Mapping means mapping Salesforce Report Fields with Valorx Wave Grid Fields.

• In major cases, the fields will be mapped automatically. Sometimes, if they are not, you can map them manually using the Add salesforce field drop-down.

1. Use the search box to pick an Object from Salesforce to which you wish to map the selected Report. In major cases, the Object will be selected automatically.

2. The screen will show the automatically mapped fields. You can use the Wave Grid Field drop-down to change the field if required.

3. When any field is unmapped, please use the Add salesforce field drop-down to map it. For example, in this case, You can map the Salesforce Report Field Open with Wave Grid Field Status.

1. Once satisfied, click Map the Report.

2. The Report will be mapped, and the screen will show a success message, as shown in the image below.

1. You can close the message or click Open the Report to open it in the Grids screen. We call it the Editable Salesforce Report.

1. The screen displays the 'Mapped Report Summary Notification' at the bottom right.

• Click on the arrow icon on the top for opening the Report in Salesforce

• Click on Sync to sync the Report records to match with the latest updates made to the Report in Salesforce. (Note: The notification sign on top of Sync button suggests that there are some new changes detected in the Report.)

• It also provides the details of the number of fileds mapped and the total number of records in the report.

1. The report's name will be listed under the Reports section and will be denoted with the icon as shown in the image below. You can open it and edit it whenever you want to.

• Update your Salesforce Report Mapping notification

If any changes are made to the Salesforce Report after mapping it with Valorx Wave Mapped Report Grid, the Report Mapping Summary Floaty will be highlighted with a notification sign (dot symbol) on top, when you open the Mapped Report Grid.

Converting a Mapped Report Grid to a Custom Grid

Mapped Report Grids are editable and offer a familiar, Excel-like interface to work with your Salesforce data. However, certain features—like sharing a Report Grid globally—require the Report to be converted into a Custom Grid.

⚠️ Important: Since global sharing is not supported for Salesforce report view grids, you’ll need to first convert the report into a Custom Grid. Once the Custom Grid is created, you can then enable Global Grid to share it with other users.

To convert a Mapped Report Grid to a Custom Grid, you’ll need to make at least one modification to personalize the grid. This could be:

• Adding or removing fields

• Applying sorting or filtering conditions

• Resizing column widths

Once any of these changes are made, the grid becomes eligible to be converted into a Custom Grid.

Steps to Convert a Mapped Report to a Custom Grid and Share Globally:

1. Open the desired Mapped Report Grid.

2. Make at least one change (e.g., remove/add a field, apply a filter, sort a column, or resize a column).

3. Look at the Sync button at the bottom-right corner of the grid.

   🟣 Note: A purple dot will appear on the Sync button once any change is made. If no changes are detected, the dot will not appear.

4. Click the Sync button.

5. A popup will appear. Click Sync with Report.

6. Another popup will prompt you to save the current grid as a Custom Grid.

7. Click Yes, save grid.

Your Mapped Report is now saved as a Custom Grid.

1. Locate the Custom Grid and click on More Options.

2. Then, select Manage Grid.

3. Toggle Global Grid to make the grid visible to other users (based on their access).

Once saved and shared, your Custom Grid is no longer tied to the live Salesforce Report and can be managed like any custom Valorx Grid—flexible, editable, and team-friendly.

💡 Tip: Custom Grids are especially useful when you want to preserve your personalization or share a consistent view across teams, just like saving and distributing a shared Excel workbook.