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)

Summary

We started this chapter with an introduction to the Salesforce1 mobile app, continued working with dashboards using the Salesforce1 mobile app, explained dashboard refresh, opened dynamic dashboards, and dashboard filters using the Salesforce1 mobile app. We also discussed how to post dashboard snapshots to Chatter feed for collaboration.

Next we discussed reports in Salesforce1, how to open the report, including the additional filter feature when drilling down the report from a dashboard component. We summarized the limitations of accessing the dashboard and filter from the mobile app.

This is the last chapter in this book. Thanks for reading and learning. We hope it will help you in your daily job as a Salesforce system administrator or as a business user to fully utilize the reporting and dashboard features in Salesforce Lightning.

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