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)

Report permissions

When we discussed the report and dashboard folders in the chapter earlier, you may have noticed that we talked about permissions to create report, to create report folder, and so on. Permission is the basic setting that controls the ability of a user to do things in Salesforce including reports and dashboards.

Before we start to create a report, we'll discuss a few permissions, which determine the ability of a user to run, create, edit, export, schedule, and subscribe reports in Salesforce.

Run reports

This is the basic permission needed to run a report. Without the Run Reports permission, you will not be able to run any report in Salesforce. When you try to click on the report, you will get an error...