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 went through report types in detail and explored why a report type is so important when building a report. We also saw that the system will autogenerate a new report type for a custom object when you enable an object for the report.

There are two well-known types of relationships in Salesforce: Lookup and Master-Detail for when you relate an object to another object. We discussed how this will affect report types. We shared how to extend fields from the parent object and also remove fields not available for the user to use in the report.

Lastly, we shared the benefits and limitations of using a custom report type and realized that one of the limitations is that most people will experience that when new fields are added, they will be not available in the report type. The admin needs to manually add them and while using a standard report type, all fields...