---
title: Add Salesforce Report
slug: reports/add-salesforce-report
description: Add any existing Salesforce report to Unaric Reports for centralized viewing and distribution.
docTags: 
createdAt: 2026-02-03T16:22:14.312Z
---

You can create Salesforce reports directly from Unaric Reports. 

:::hint{type="warning"}
Your existing Salesforce reports are automatically picked up by Unaric Reports and available within its **Reports **page. It is not required to manually replicate, synchronize, or import them to appear on the app.
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:::hint{type="info"}
Unaric Reports launches the Salesforce Classic interface for creating reports. If you prefer using Lightning Experience for creation, do so from Salesforce. For detailed information on building reports, see [Build a Report in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sf.reports_builder_editing.htm\&type=5).
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## Open the Report Builder

1. Navigate to **Reports**.
2. Click the **Add** button (:FontAwesome[]{icon="fa-solid fa-plus"} icon) and select **Add Salesforce Report**. You will be redirected to **Salesforce Classic Report Builder**.
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## Select Report Type

1. You can hide report types by marking the **Select Report Types to Hide** checkbox and clicking on them. For more information on report types, see [Choose a Report Type in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sf.reports_builder_selecting_a_report_type.htm\&type=5).
2. Click **Create **to continue**.**
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:::WorkflowBlockItem
## Add fields

1. Add filters from the left list by dragging a few fields from the **Fields pane** into the **preview pane**.

### 1. Adding Groups

- **Drag and Drop:** Drop a field onto a **Drop Zone**. (If invisible, go to **Show** | **Drop Zones**).
- **Column Menu:** Click a field’s column menu and select **Group by this Field**.
- **Date Grouping:** For date fields, use the group menu’s **Group Dates By** option to set the timeframe (e.g., day, week, month).

### 2. Grouping Limits by Format

| **Report Format**        | **Grouping Limit**                                                       |
| ------------------------ | ------------------------------------------------------------------------ |
| **Summary & Joined**     | Up to 3 grouping levels.                                                 |
| **Matrix**               | Up to 2 row and 2 column groupings (cannot use the same field for both). |
| **Joined (Cross-block)** | Use **Common Fields** to group across all blocks.                        |

### 3. Managing Groups

- **Reorder:** Drag the group to a new position or use **Move Group** in the menu.
- **Remove Group (Keep Field):** Drag the group back to the column bar.
- **Remove Completely:** Select **Remove Group** from the menu, or drag the field back to the **Fields pane**.
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## Save & run

1. After completing the report configuration, click **Save**. Provide a **Report Name**, **Report Unique Name **(for API usage) and **Report Description** (optional). You can also specify in which folder save the report. 
2. Click **Save** to save the report and go to the **Salesforce Reports** home page. Click **Save & Return to Report** to save it and run it; you will be redirected yo to the report's object page in Salesforce's **Analytics** tab.

:::hint{type="danger"}
Save the report before running it. Otherwise, report information might be lost.
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