Create Salesforce Report
sf_create_reportCreate Salesforce reports programmatically by specifying report type, columns, filters, and format (Tabular, Summary, Matrix, Joined).
Instructions
Creates a Salesforce Report using the Report metadata type. Supports Tabular, Summary, Matrix, and Joined formats. Specify the report type (e.g., Accounts, Opportunities), columns to display, and optional filters. Reports are created in the specified folder or your personal folder by default.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Report display name | |
| format | No | Report format | Tabular |
| columns | Yes | Field API names to include as columns, e.g. ['ACCOUNT_NAME', 'ANNUAL_REVENUE'] | |
| filters | No | Report filters | |
| folderName | No | Folder API name for the report | |
| reportName | Yes | Report API name | |
| reportType | Yes | Report type API name, e.g. 'Account', 'Opportunity', 'AccountList' | |
| description | No | Report description | |
| groupByField | No | Field to group by (Summary/Matrix formats) |