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)

Creating and Managing Reports

You learned about the concept of the Salesforce report in Chapter 2, Concepts and Permissions in Reports and Dashboards. We learned how to generate reports from the data source, how data will be shown when a report is generated in Salesforce, how reports are stored in Salesforce, how to share reports with your team or everyone in your organization, and how to acquire the permissions required to work with report. In Chapter 3, Implementing Security in Reports and Dashboards, we learned about how to secure our reports and dashboards.

In this chapter, we will hands-on create reports, discuss more technical details when working with reports, explore what kinds of report you can build in Salesforce, and discover how easy it is to create a new report and maintain existing reports. We will start with multiple types of report format available in Salesforce...