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. We also navigated reports and discussed each component available when running reports.

When you click on the Reports tab, you will be presented with the recently opened reports. You can click on the header to sort in finding a report. There is a menu under REPORTS. Under REPORTS would be the FOLDERS category, where you can check the folder that your create, the folder shared with you, and all folders you have access to.

The action button is available in the Reports tab for each report, and it is also available after opening a report depending on the user permission in general and user permission related to the specific report.

You also learned about subscribing to reports; for report delivery to emails, you need to have permissions to subscribe...