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Salesforce Lightning Reporting and Dashboards

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
2.7 (3)
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Salesforce Lightning Reporting and Dashboards

Salesforce Lightning Reporting and Dashboards

2.7 (3)
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)
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Generating reports and dashboards

When you click on a report, Salesforce generates the report on the fly within seconds, and the data shown in the report is live data from your Salesforce organization. But what if I would like to see a report from yesterday's data or last week's data? No, you can generate report only for current data. If you would like to see historical data, you can set up Reporting Snapshot or Field History, but that's not the whole data snapshot on a certain date.

In the report, you can only see objects and fields that you have access to, assuming that the report is created by someone else. This means that for the same report, you may see fewer fields or columns than other users, because you do not have permission to those fields.

Similarly, for a data set, if the record is not visible to you in Salesforce, you will not see it in the report either...

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