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 4. Working with Reports

You learned about many components related to reports in Chapter 3, Creating Your First Report, starting with report folders, permissions related to reports and report folders, report types, creating a new report from scratch, and how to export reports as CSV or Excel files.

In this chapter, we will continue to discuss working with reports. We will cover multiple types of report formats, working with report filters, managing custom report types, adding charts to reports, and subscribing to reports.

By end of this chapter, you will gain knowledge on selecting a report format based on the requirements, and understand how to customize it using report filters. You also will gain advanced knowledge on custom report types and adding charts to reports. As a business user, you can fully utilize subscribe report to be alert if something goes wrong.

Throughout this chapter, we will provide notes and tips to help you understand important items. The topics covered in this...