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)

Refreshing dashboards

Dashboards are not the same as reports. When you open a report, the report data will be generated based on current data. On the other hand, for dashboards, when you open a dashboard, it will show the data as of the latest dashboard refreshed by any users or by a schedule.

All users able to view the dashboard will be able to refresh the dashboard by simply clicking on the Refresh button after opening the dashboard. Even users who do not have permission to edit the dashboard are able to refresh the dashboard. Once refreshed, the other user that sees the dashboard will be based on latest refreshed data.

Notice that in the following screenshot, information under the dashboard title will show us the data used for the dashboard, which is the same with the latest dashboard refresh:

But if the dashboard hasn't been refreshed in 24 hours, it lets you know with...