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)

Working with reports in the Salesforce1 app

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

Report menu items

If you do not see the Reports menu in the Salesforce 1 app menu, make sure to add it--navigate to Setup | Apps | Mobile Apps | Salesforce1 Navigation, select Reports, and add the selected items. This is shown in the following screenshot:

When you open a report in the Salesforce1 mobile app, the report format will be ignored. Summary and Matrix format reports will be presented just as columns, similar to Tabular reports. If the report has a chart added, it will not be visible when the report opens in Salesforce1.

In the Tabular format report, the first column...