Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers

Chapter 3. Creating Your First Report

This chapter introduces you to practical report creation. Before we go on to report creation, we will discuss permissions related to creating, editing, and deleting reports. Also, other permissions such as exporting a report to Excel or CSV file format will be discussed.

Each report can be stored in a report folder because we need to use it in the future or share it within our team. Therefore, we will discuss permissions related to report folders. From there on, we will continue with the available standard report provided by Salesforce, and the additional user interface available for designing reports. You will also learn how to export a report.

By the end of this chapter, you will have gained the knowledge required to create a simple report using standard report types provided for most standard or custom objects. You will also know how to create a custom report type when the standard report type is not enough.

Throughout this chapter, we will provide notes...