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

Working with reports in the Salesforce1 app

There are a few options to access reports in the Salesforce1 mobile app. Let's discuss them in detail.

The Reports menu item

Before the spring 2015 release, the Reports menu item was not available. If you cannot see the Reports menu in the Salesforce 1 app menu, make sure you add the Reports menu. Navigate to Setup | Mobile Administration | Mobile Navigation, select Reports, and add it to the selected items.

When you open a report in the Salesforce1 mobile app, the report format will be ignored. The summary and matrix reports data are presented in columns, with each summary field being in its own column. You can sort the report by tapping on the header of a column. By default, this will sort the report with that column in ascending order, tap the header again to sort in descending order.

Drill down from the dashboard

As you know, a report is one of the options used as a data source for a dashboard. When you tap on the dashboard component in the Salesforce1...