Salesforce incorporates an extensive range of reporting and dashboard capabilities as a standard part of the platform. There are number of tremendous resources available in Trailhead and other locations that can teach you in detail how to use the reporting and dashboard capabilities in Salesforce.
To keep things simple, this training manual is only going to touch lightly on these tools. Think of this as an introductory session. If you require more detailed training materials you should follow up this session by going through the trailheads on reports and dashboards, particularly if you are intending to develop reports and dashboards yourself.
For most users, it is only necessary to understand how to locate and run a report, how to configure an occasional dashboard, and understand what the capabilities of Salesforce’s reporting and dashboard tools are.
What is a Report?
A report is a list of records or calculations that meet certain predefined criteria. A report typically has the following elements:
- A set of fields that are displayed
- Filters that define which records will be included
- Groupings to allow you to cluster groups of common records eg. Transactions in each day
- Subtotals and totals. These are sums, counts and other calculations based on some of the fields in the report
Reports are generally tabular in nature i.e. they produce lists of data, although Salesforce reports can include charts.
What is a Dashboard?
A dashboard is a collection of reports, graphs and charts that are arranged to provide quick insight into a variety of data and metrics stored in your Salesforce org. Dashboards are usually more graphical in nature and can provide quick insights into data from a variety of reports.
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