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 folder permissions

We discussed many permissions related to reports in the previous chapter. Permissions related to a report determine a user's abilities to work with a report, such as run a report, create a report, export a report, and so on. But it does not determine the user's ability to work with report and dashboard folders, folder control report, and dashboard accessibility and security.

In this section, we'll explain each permission related to a report folder, starting with permission to create a report folder, view a report in a public report, manage a report in a public report, and so on.

The Create Report Folders permission

The Create Report Folders permission gives users the ability to create...