Here is a basic understanding for running a report, there is a lot that you can do with reports and dashboards. If there is something you are dreaming, ask for it's existence!
Define Reports & Dashboards //
Reports // Run individually
Dashboards // Made up of reports
1. GO TO REPORTS
Before you do #2 please review the reports (I know there are a lot of them) but, this will help reduce MORE clutter. A way to avoid that is to just "run your report" as a one time deal and not save it.
2. CLICK NEW REPORT
3. Select Report Type
Pretty self explanatory but, if you get confused just expand the "+" sign
4. Choose what you want to run // View will look differently depending on what you are running a report for.
You can drag and drop fields from the left into the right and filter based on date etc.
5. Run Report or Save (don't save report before checking if the report already exists)
6. Export Details
SOME COMMON REPORTS & DASHBOARDS //
Sales Pipeline Dashboard which is made up of "This Months Completed Activities" & "Pipeline of Opportunities"
See Below
