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)

Working with report filters

A report is one of the most powerful features of the Salesforce platform; depending on your permissions, you can build your own reports within minutes and manage them without help from Salesforce administrator or Salesforce developer.

We have discussed many things related to the report in previous chapters, including the permissions to create a report, permissions related to the report folder, and the report format that presents the report layout.

Another important item related to reporting is report filters. Report filters allow you to define which data conditions you want to use in order to include records in a report based on some criteria. The filter criteria in the report are almost similar to the filter criteria we found in other Salesforce features, such as List Views, Workflow Rules, and other areas in Salesforce, but the filter criteria in...