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

In this chapter, we started with securing private reports and dashboards for personal usage. Then, we continued to discuss the Unfiled Public Report folder, where users with permission to create reports are able to store the reports created in this folder. One of the purposes of this folder is to store the report temporarily before the real folder is created, but please note that reports stored here will be accessible by everyone in your organization.

Next, we continued with sharing and securing public reports and dashboards. All permissions related to the report folders and dashboard folders were discussed as well.

Before ending the chapter, we provided hands-on exercises to grant permissions through Profile, which is for all users with the profile, and to grant permissions via Permission Sets, where we have the flexibility to grant permission across user profiles.

...