How can I create a report in Salesforce with Recurly data?

If you need to create a report for Recurly data in your Salesforce platform, follow these steps:

 

  1. Go to All Tabs (plus sign icon) in your Salesforce Account.
  2. Click Reports.
  3. Click New Report.
  4. Click the plus icon next to "Other Reports".
  5. Highlight the Recurly object you wish to pull data for.
  6. Click Create.
  7. On the next page, you'll be able to highlight, drag and drop the various fields that you want to pull data for.
  8. You will also see the ability to add filters at the top of the page.
  9. Once you're done selecting your fields and filters, click Run Report at the top.