In the previous chapter, we discussed various ways of managing data for your organization. We explored the import wizard, data loader, and various data management operations in Salesforce. We also discussed Sandbox management in Salesforce. In this chapter, we will discuss various concepts related to reports and dashboards in Salesforce. We will also discuss various ways to share reports and dashboards in Salesforce. The following topics will be covered in this chapter:
Report types
Different types of reports
Dashboard components and their types
Exporting a report
Using various methods to share reports and dashboards
Hiding unused report types
Exporting reports without footers
Floating headers in summary and matrix reports
Analytical snapshots
A report is a way to understand how efficiently your organization is performing. For example, your sales director wants to know the number of opportunities won in the current month or number of leads captured through...