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)

Report type categories

Report type categories are stored and presented in folders. This will help us find the right report type quickly when creating a new report. Depending on the Salesforce edition you subscribe to, you will get different report type categories.

You cannot create a new report type category, but you can create a custom report type and store it in one of the categories provided; it is always a good practice to store a custom report type in the right category.

Over the years, you may have too many reports types created, but many of them are seldom used or are only used once; as an admin, you can delete these report types or hide them from the user selection when creating a new report; this includes both standard and custom report types.

Here is a comparison between hiding and deleting the report type:

Action Delete Hide
Restore report type Not possible Just...