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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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Working with Reports

In our daily work, most of us deal with running a report rather than creating or editing the report. Therefore, it is important to equip ourselves with the knowledge to work with reporting in the Lightning Experience, including tips to make our job more effective and efficient.

In this chapter, we will discuss how to work with a report, including opening a report, searching a report, and adding a report to favorites. Then, we will continue with navigating a report and components that you need to be aware of when running a report, including adding a chart, the show or hide report option, and change and remove report filters.

By the end of this chapter, you will be fully equipped with the working knowledge of Salesforce reporting in Lightning, including subscribing reports for report delivery by email.

Throughout this chapter, we will provide notes and tips...

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