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 worked with reports, including opening a report, searching for a report, and adding a report to favorites. You also learned how to navigate a report and discussed each component available when running a report.

We walked through the Reports tab, where we will be presented with the recently opened reports; click on the header to sort the reports, and there are a few menu options under Reports. Under the Reports category is the Folders category, where we can check the folder that you created, the folders shared with you, and all the folders you have access to.

Next, we also learned about the action menu which is available for each report. Where they are available depends on the user permission in general and user access related to the specific report.

You also learned about subscribing to a report. For report delivery to an email, you need to have permissions...