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 5. Learning Advanced Report Configuration

In Chapter 3, Creating Your First Report, we discussed various permissions related to reports and report folders, and in the same chapter, we saw how to create reports from scratch. In Chapter 4, Working with Reports, we continued our discussion on components that are required when creating and working with reports, including selecting the right report format, adding charts to reports, working with report filters, and managing custom report types.

This chapter will be the last chapter in this book that discusses reports in Salesforce. We will discuss more functionalities when working with reports in Salesforce. The following topics will be covered in this chapter:

  • Categorizing data in reports

  • Working with the custom summary formula

  • Scheduling reports

  • Adding embedded report charts