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)

Opening a dashboard

If you have the Run Report permission, you will be able to view a dashboard that you have access to, from the Dashboards tab, from the search result, or from the favorite icon. Similar to reports, dashboard accessibility is controlled by the folder that stores that dashboard.

From the dashboards tab, if you have the Create and Customize Dashboards permission, you will be able to create a new dashboard by clicking on the New Dashboard button, or to edit existing dashboards stored in folders that you have edit access. Check Chapter 2, Concepts and Permissions in Reports and Dashboards and Chapter 3, Implementing Security in Reports and Dashboards for a complete reference on the permissions for dashboards and in relation with the dashboard folder that is used to store the dashboard.

Let's start with opening a dashboard in Salesforce Lightning; remember that...