Types of Reports in Salesforce

Format Description
Tabular Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or harts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
Summary Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.
Matrix Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
Joined Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data
from different report types.

Relationships Object Records in Visualforce Page

We can have a requirement to show master object record and the respective child records in a Visualforce Page. So, for that we don’t have to write code to retrieve child object record. We can show the child records without query it.

Here is an example I’m rendering a Visualforce Page as “pdf” with Account information and the respective contact records information.

Visualforce Page:

<apex:page standardController="Account" showHeader="false" renderAs="pdf">
    
    <b>Name:</b> {!Account.Name}<br/>
    <b>Account Number:</b> {!Account.AccountNumber}<br/>
    <b>Type:</b> {!Account.Type}<br/>
    <b>Industry:</b> {!Account.Industry}<br/>
    <b>Phone:</b> {!Account.Phone}<br/>
    <p/>
    
    <table width="100%" cellpadding="2" cellspacing="2">
        <tr>
            <td><b>First Name</b></td>
            <td><b>Last Name</b></td>
            <td><b>Email</b></td>
            <td><b>Phone</b></td>
        </tr>
        <apex:repeat value="{!Account.Contacts}" var="con">
            <tr>
                <td>{!con.FirstName}</td>
                <td>{!con.LastName}</td>
                <td>{!con.Email}</td>
                <td>{!con.Phone}</td>
            </tr>
        </apex:repeat>
    </table>
</apex:page>  

SOQL Query for Tasks, Notes and Events by Object Type

Tasks:

//The below query returns a list of Tasks related to Leads
SELECT Id, Who.Id, Who.Type FROM Task WHERE Who.Type = 'Lead'

Notes:

//The below query returns a list of Notes where the parent is a specific type, in this case Opportunity
SELECT Id, Parent.Id, Parent.Type FROM Note WHERE Parent.Type = 'Opportunity'

Events:

//The below query returns a list of Events related to Account and Opportunity
SELECT Id, Subject, What.Type, whatId FROM Event WHERE What.Type IN ('Account', 'Opportunity')

Invoke Apex Class from Trigger

You can create static or instance methods on your Apex Class. In your trigger you can then have code that calls these classes. This is very similar to the way method calling works in other languages. Here is a simple example.

Apex Class:

public class SampleClass
{
    public void SampleMethod(List<Account> listAccount, Map<Id, Account> mapAccount){
        
    }
}

Apex Trigger:

trigger SampleAccount on Account (before insert) 
{
    for(Account a : trigger.New){
        SampleClass obj = new SampleClass(Trigger.New, Trigger.NewMap);
        obj.SampleMethod();
    }
}

Standard List Controller in Visuaforce Page

Standard List controllers allow you to create Visualforce pages that can display or act on a set of records. We can access Standard List controller with the help of recordSetVar which is the attribute of apex:page component.

Note: When you use the standardController attribute on the tag, you can’t use the controller attribute at the same time.

Standard List Controller Actions:

Action Description
apex:commandButton This tag is used to create a button
apex:commandLink This tag is used to create a link.
apex:actionSupport This tag is used to make an event such as onclick and onmouseover.
apex:actionPoller It periodically calls an action.
apex:actionFunction It defines a new JavaScript function.
apex:page Calls an action when the page is loaded.

Standard List Controller Actions Methods:

Method Decription
save Inserts new records or updates existing records that have been changed. After this operation is finished, the save action returns the user to the original page, if known, or the home page.
quicksave Inserts new records or updates existing records that have been changed. Unlike the save action, quicksave does not redirect the user to another page.
list Returns a PageReference object of the standard list page, based on the most recently used list filter for that object when the filterId is not specified by the user.
cancel Aborts an edit operation. After this operation is finished, the cancel action returns the user to the page where the user originally invoked the edit.
first Displays the first page of records in the set.
last Displays the last page of records in the set.
next Displays the next page of records in the set.
previous Displays the previous page of records in the set.

Here in below example, Visualforce Page is using the standard Controller “Contact”, and recordSetVar is set to “accounts”.

<apex:page standardController="Contact" recordSetVar="contacts" tabStyle="Contact" sidebar="false">
    <apex:form>
        <apex:pageBlock title="Contacts List" id="pbConList">
            Filter:
            <apex:selectList value="{!filterId }" size="1">
                <apex:selectOptions value="{!listViewOptions}"/>
                <apex:actionSupport event="onchange" reRender="pbConList"/>
            </apex:selectList>
            
            <!-- Contacts List -->
            <apex:pageBlockTable value="{!contacts}" var="c" rows="5">
                <apex:column value="{!c.FirstName}"/>
                <apex:column value="{!c.LastName}"/>
                <apex:column value="{!c.Email}"/>
                <apex:column value="{!c.Phone}"/>
            </apex:pageBlockTable>
            
            <!-- Pagination -->
            
<table style="width: 100%">
                
<tr>
                    
<td>
                        Page: <apex:outputText value=" {!PageNumber} of {!CEILING(ResultSize / PageSize)}"/>
                    </td>

            
                    
                    
<td align="center">
                        <!-- Previous page -->
                        <!-- active -->
                        <apex:commandLink action="{!Previous}" value="Prev" rendered="{!HasPrevious}"/>
                        <!-- inactive (no earlier pages) -->
                        <apex:outputText style="color: #ccc;" value="Prev" rendered="{!NOT(HasPrevious)}"/>
                        &nbsp;&nbsp;
                        <!-- Next page -->
                        <!-- active -->
                        <apex:commandLink action="{!Next}" value="Next" rendered="{!HasNext}"/>
                        <!-- inactive (no more pages) -->
                        <apex:outputText style="color: #ccc;" value="Next" rendered="{!NOT(HasNext)}"/>
                    </td>

                    
                    
<td align="right">
                        Records per page:
                        <apex:selectList value="{!PageSize}" size="1">
                            <apex:selectOption itemValue="5" itemLabel="5"/>
                            <apex:selectOption itemValue="20" itemLabel="20"/>
                            <apex:actionSupport event="onchange" reRender="pbConList"/>
                        </apex:selectList>
                    </td>

                </tr>

            </table>

        </apex:pageBlock>
    </apex:form>
</apex:page>

Output: