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)

Limitations of the Salesforce1 app

There are a few limitations in accessing the dashboards and reports from the mobile app, but since this app is useful for on the go access, you may not need the full features of dashboards and reports on a small screen device.

Here is a summary of some of the limitations of this app:

  • Inability to create and edit dashboards and reports
  • Inability to modify dashboard components
  • The report format is ignored
  • Charts added in reports are not made available
  • Chatter feeds are not available