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)

Understanding Report Types

You learned about creating and managing reports in Chapter 4, Creating and Managing Reports. In that chapter, we discussed how important it is to select the correct report format that determines report layout, and we also discussed how to add report filters, Filter logic, Cross Filter, and Row Limit to get the report result required.

You read about report type many times in previous chapters. In this chapter, we will discuss report types in depth, starting with the report type category, standard report type, custom report type, and end with a few hands-on exercises to create custom report types, extend custom report types, and apply them by creating new reports. In this chapter, we will also share the benefits and limitations when using custom report types.

By the end of this chapter, you will gain knowledge on what a report type is, what you need to...