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)

Using Unfiled Public Reports

In Chapter 2, Concepts and Permissions in Reports and Dashboards, we discussed Unfiled Public Reports briefly. This folder is accessible by any user, so any user with Run Report permissions will be able to run the reports stored in this folder, and to copy (save as) the report from this folder to other folders (including to the user's private folder). There is nothing that can be done to secure this folder.

But this does not mean you can delete or modify any reports stored in this folder. You will be only able to delete or modify reports that you create and store in this folder unless you have specific permissions--we will discuss this further in this chapter.