SF-Admin Data and Analytics Management Practice Question
Universal Containers' administrator needs to create a report that shows the total amount of all closed won Opportunities for each Account. The administrator wants to ensure that the report displays the Account Name, the total Amount, and the number of Opportunities. Which report format should the administrator use?
⚠ Common exam trap
The trap here is choosing a matrix report thinking it is needed for totals, when a summary report already provides grouping and aggregate calculations for a single grouping.
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Summary report
A summary report is the correct choice because it supports grouping by Account and applying summary calculations such as sum and count. This allows the administrator to display each Account with its total closed won amount and the number of Opportunities. Other report formats either lack grouping or add unnecessary complexity.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✓
Summary report
Why this is correct
A summary report allows grouping by a field such as Account Name, and then adding summary formulas or standard summaries like SUM of Amount and COUNT of Opportunities. This format is designed to show aggregated data per group. It directly meets the requirement by displaying each Account with its total closed won amount and the number of Opportunities.
- ✗
Matrix report
Why it's wrong here
A matrix report groups data by both rows and columns, similar to a pivot table. While it can show totals, it is more complex than needed. The requirement is to show totals per Account, which is a single grouping. A matrix report would introduce unnecessary complexity and might not display the data in the desired layout of one row per Account.
- ✗
Joined report
Why it's wrong here
A joined report combines multiple report blocks and is useful when you need to display different types of data side by side. It is not the simplest way to show aggregated Opportunity data per Account. A summary report is more appropriate and easier to configure for this scenario, without the added complexity of joining blocks.
- ✗
Tabular report
Why it's wrong here
A tabular report simply lists records in columns without any grouping or summary calculations. It cannot display totals per Account or count of Opportunities per Account. While it can show individual Opportunity amounts, it does not aggregate them. Therefore, it does not meet the requirement of showing total amount and count per Account.
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Senior Network & Security Engineer · founder of Courseiva
Last reviewed September 2026 · checked against the official Salesforce exam blueprint
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