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 the types of chart available in Salesforce Lightning. Anyone able to run the report will be able to add or modify the chart on-the-fly when running the report. This includes users without the permission to create and customize the report. We also discussed report formats that support the addition of a chart.

If a chart is added to the report and the report is stored in public folders, we can embed the chart into the record page layout. We can have up to two charts in a page record. Only the system admin or a user with a customizing application permission is able to add a chart to the page layout. You have the option to set the chart to auto-refresh in 24 hours or get it refreshed manually by the user.

In the next chapter, we will discuss how to work with reports. Reports in Lightning offer many features for us the explore; we can then analyze...