What Report functionality would you use to categorize report records without creating a formula?

Using bucketing in Salesforce allows you to categorize report records dynamically without the need to create a formula. This feature enables you to define ranges of values or specific criteria within a report, simplifying the process of data segmentation.

For instance, if you have a report that includes sales amounts, you can use bucketing to quickly classify those amounts into categories such as 'Low', 'Medium', and 'High' based on predefined thresholds. This categorization occurs directly within the report without delving into complex calculations or formula fields, making it user-friendly and efficient for data organization.

In contrast, other report types such as joined reports and matrix reports serve different purposes. Joined reports are useful when you need to combine data from multiple report types or objects, whereas matrix reports provide a grid format for data summary that groups results by both rows and columns. Export, on the other hand, refers to transferring report data out of the Salesforce environment for use in external applications, but it does not play a role in categorizing records within the report itself. Therefore, bucketing emerges as the most suitable option for categorizing report records in an uncomplicated manner.