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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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Embedding a report chart in an object page

Wouldn't it be nice if you could present in the chart all opportunities for an account, directly on the Account page and group by Opportunity Stage? The same is having a chart showing tickets raised by the account related to Customer Support on the Account page, or for other custom objects. This is a great feature out-of-the-box from Salesforce for embedding report charts into standard or custom object pages.

Instead of showing all records based on the standard report result, embedded charts allow us to filter only records related to the record or record the parent record in the page layout, for example, on the Account page, only opportunities related to the account. By looking at the chart here, the user will quickly see all Opportunities for the Account at a glance:

Some points to note in relation to the embedded chart in the...

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