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  • Book Overview & Buying Salesforce Reporting and Dashboards
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Salesforce Reporting and Dashboards

Salesforce Reporting and Dashboards

By : Johan Yu
4.1 (9)
Buy this Book
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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)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. Introducing Salesforce.com
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1. Introducing Salesforce.com
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Overview and benefits of Salesforce.com
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Salesforce Object Model
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Navigating the Setup menu
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Schema Builder
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Summary
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2. Managing Data in Salesforce.com
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2. Managing Data in Salesforce.com
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Back up your data
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Playing with Sandbox
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Importing data to Salesforce
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Configure data visibility and accessibility
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Summary
3
3. Creating Your First Report
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3. Creating Your First Report
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Report permissions
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Salesforce report folders
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Folder permissions
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Report Builder
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Standard reports and folders
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Report types
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Creating your first report
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Exporting a report
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Additional report user interface setup
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Summary
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4. Working with Reports
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4. Working with Reports
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Selecting the report format
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Adding a chart to a report
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Working with report filters
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Managing custom report types
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Subscribing to a report
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Summary
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5. Learning Advanced Report Configuration
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5. Learning Advanced Report Configuration
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Categorizing data in reports
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Working with custom summary formula fields
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Scheduling a report
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Adding an embedded report chart
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Summary
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6. Creating Your First Dashboard
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6. Creating Your First Dashboard
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Dashboard permissions
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Dashboard folders and permissions
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Viewing dashboards
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Dashboard components
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Creating your first dashboard
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Integrating dashboards with Chatter
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Summary
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7. Learning Advanced Dashboard Configuration
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7. Learning Advanced Dashboard Configuration
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Implementing dashboard filters
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Using a dynamic dashboard
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Dashboard and report drill-down
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Getting more from AppExchange
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Summary
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8. Accessing Historical Data
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8. Accessing Historical Data
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Setting up and using field History Tracking
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Implementing Chatter Feed Tracking
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Implementing Reporting Snapshots
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Implementing historical trending reports
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Selecting features
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Summary
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9. Dashboards and Reports in Salesforce1
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9. Dashboards and Reports in Salesforce1
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Introduction to the Salesforce1 mobile app
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Working with a dashboard in the Salesforce1 app
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Share a dashboard snapshot with the Chatter feed
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Working with reports in the Salesforce1 app
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Limitations of the Salesforce1 app
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The Salesforce Mobile Dashboards app
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Summary
10
Index
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Index

Folder permissions

When Enhanced Folder Sharing is disabled, there is only one permission available related to the report folder—Manage Public Reports. Once this is enabled, you will see it leading to:

  • Create Report Folders
  • Edit My Reports
  • Manage Reports in Public Folders
  • View Reports in Public Folders

Manage Public Reports

Run Reports and Create and Customize Reports permissions are required to enable the Manage Public Reports permission. When this permission is enabled from Profile or Permission Set, users are able to create a new report folder and edit the report folder visible to them. However, only users with the View All Data permission can see and edit all public folders.

Create Report Folders

The Create Report Folders permission gives users the ability to create new report folders. The Create and Customize Reports permission is required to enable this permission. When this permission is enabled, once you click on the Reports tab, you will see a folder icon next to the All Folders...

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Salesforce Reporting and Dashboards
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