Book Image

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Lightning Reporting and Dashboards

By: Johan Yu

Overview of this book

Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app.
Table of Contents (13 chapters)

Filtering reports via URL parameters

If you are familiar with Classic, you can implement the report parameter by adding pv after the report URL. How do we do that in Lightning? Fortunately, Salesforce offers the same feature, but before we look at the sample and do some hands-on exercise, let us discuss how powerful this feature is.

With this feature, you can pass values in the report URL, as parameters act as filter values for the report. One of the uses is to create a custom button or link from the record page pointing to the report created, and with specific filters, you will be able to create a dynamic report based on the source record. For example, to generate a report for all opportunities related to an account.

Another usage of the report with a URL parameter is the ability to reuse the same report for different purposes, instead of creating two similar reports. For example...