We discussed Public Folder in Chapter 2, Concepts and Permissions in Reports and Dashboards, all reports and dashboards stored in public folder is known as public report and public dashboard. Public report is one of the easiest ways to make sure that your team sees its data as defined, for example, the report My Team's Pipeline Next Quarter will show all the opportunities under your team (yourself and your subordinates, including the subordinates of your subordinates--imagine this as multilevel hierarchy) that need to be closed by the next quarter. Your organization may have its own pipeline stages, and maybe, a different quarter period. With a shared team report, all sales managers will see the correct pipeline for their team, while a sales representative (individual contributor) will see the pipeline for himself, with defined stages and...
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Salesforce Lightning Reporting and Dashboards
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Salesforce Lightning Reporting and Dashboards
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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)
Preface
Free Chapter
Fundamentals of Salesforce Reports and Dashboards
Concepts and Permissions in Reports and Dashboards
Implementing Security in Reports and Dashboards
Creating and Managing Reports
Understanding Report Types
Advanced Report Configuration
Adding Charts in Reports and Pages
Working with Reports
Building Dashboards in Lightning Experience
Learning Advanced Dashboard Configuration
Advanced Tips and Tricks for Reports and Dashboards
Dashboards and Reports in the Salesforce1 Mobile App
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