Browse Library
Sign In Start Free Trial
Close icon Search icon
Account
Browse Library Sign In Start Free Trial

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce Reporting and Dashboards
  • Table Of Contents Toc
Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

By : Johan Yu
4.1 (9)
Buy this Book
close
close
Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

4.1 (9)
By: Johan Yu
Buy this Book

Overview of this book

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.
Table of Contents (11 chapters)
close
close
close
Preface
Icon
Preface
Icon
What this book covers
Icon
What you need for this book
Icon
Who this book is for
Icon
Conventions
Icon
Reader feedback
Icon
Customer support
Lock Free Chapter
1
1. Introducing Salesforce.com
Icon
1. Introducing Salesforce.com
Icon
Overview and benefits of Salesforce.com
Icon
Salesforce Object Model
Icon
Navigating the Setup menu
Icon
Schema Builder
Icon
Summary
2
2. Managing Data in Salesforce.com
Icon
2. Managing Data in Salesforce.com
Icon
Back up your data
Icon
Playing with Sandbox
Icon
Importing data to Salesforce
Icon
Configure data visibility and accessibility
Icon
Summary
3
3. Creating Your First Report
chevron up
Icon
3. Creating Your First Report
Icon
Report permissions
Icon
Salesforce report folders
Icon
Folder permissions
Icon
Report Builder
Icon
Standard reports and folders
Icon
Report types
Icon
Creating your first report
Icon
Exporting a report
Icon
Additional report user interface setup
Icon
Summary
4
4. Working with Reports
Icon
4. Working with Reports
Icon
Selecting the report format
Icon
Adding a chart to a report
Icon
Working with report filters
Icon
Managing custom report types
Icon
Subscribing to a report
Icon
Summary
5
5. Learning Advanced Report Configuration
Icon
5. Learning Advanced Report Configuration
Icon
Categorizing data in reports
Icon
Working with custom summary formula fields
Icon
Scheduling a report
Icon
Adding an embedded report chart
Icon
Summary
6
6. Creating Your First Dashboard
Icon
6. Creating Your First Dashboard
Icon
Dashboard permissions
Icon
Dashboard folders and permissions
Icon
Viewing dashboards
Icon
Dashboard components
Icon
Creating your first dashboard
Icon
Integrating dashboards with Chatter
Icon
Summary
7
7. Learning Advanced Dashboard Configuration
Icon
7. Learning Advanced Dashboard Configuration
Icon
Implementing dashboard filters
Icon
Using a dynamic dashboard
Icon
Dashboard and report drill-down
Icon
Getting more from AppExchange
Icon
Summary
8
8. Accessing Historical Data
Icon
8. Accessing Historical Data
Icon
Setting up and using field History Tracking
Icon
Implementing Chatter Feed Tracking
Icon
Implementing Reporting Snapshots
Icon
Implementing historical trending reports
Icon
Selecting features
Icon
Summary
9
9. Dashboards and Reports in Salesforce1
Icon
9. Dashboards and Reports in Salesforce1
Icon
Introduction to the Salesforce1 mobile app
Icon
Working with a dashboard in the Salesforce1 app
Icon
Share a dashboard snapshot with the Chatter feed
Icon
Working with reports in the Salesforce1 app
Icon
Limitations of the Salesforce1 app
Icon
The Salesforce Mobile Dashboards app
Icon
Summary
10
Index
Icon
Index

Report permissions

Before we start to create a report, you must know that there are a few permissions that determine the ability of a user to create, run, export, and schedule reports in Salesforce.

Run Reports

Without the Run Reports permission, you will not be able to open any Salesforce report; in Salesforce, open report is the same as run report with the latest data. When you try to click on the Reports tab or even type in the report URL, you will get the Insufficient Privileges error message.

When all users in a profile need to run a report, the administrator can simply enable this permission in the Profile settings in the General User Permissions section. To assign this permission to users in different profiles, use the Permission Set option. Remember that Permission Set is used to give more permissions per user basis, not to remove permissions from the user.

This permission also controls the ability of the user to access dashboards. We will cover dashboards in Chapter 6, Creating Your...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Salesforce Reporting and Dashboards
End of Section 3
Next Section
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected
Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful
Order Page Read Now

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon