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