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 became more familiar with components when working with reports on the Salesforce platform. We explored the different types of report formats and looked at the uniqueness of each type of format. We saw how easy it is to add filters to a report. To customize the reports further, we can include Filter Logic, Cross Filter, and Row Limit for a Tabular report.

Although we kept made many passing references to dashboards many times in this chapter, we did not discuss them in detail. Dashboards will be discussed in depth in Chapter 9, Building Dashboards in Lightning Experience onward. This chapter is completely focussed on reporting only.

In the next chapter, we will discuss report types in detail, look at why the report type is so important, and also look at how to create a report, as you have read about report types so many times in this chapter.

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