Report and Dashboard in Salesforce

We know that there are lot of data store in salesforce. So because we have data we can reporting the data as well in salesforce. Salesforce by default some functionality available to create report. It has a report builder and it has also has a report scheduler. we can generate the report and defined the frequency and select to the designated people and also we can received frequency.

Mainly We can schedule a report from two type:-

  1. weekly Report
  2. Monthly Report
How to Create a report?-

Few things we need to keep in mind while creating a report: -

Which Object need to required on the report, which fields are the need to require on the report, which filter need to required on the reports and which formats need to require on the reports.

  1. Report Type:- Report type basically defined which object we are using for the report. It’s can be standard object and it’s can be a custom object.
  2. Fields:- There are many field can have in a single object.
  3. Filters:- Filters defined the criteria. Which records should be included in the report?
    • Field Filter
    • Filter Logic (AND / OR )
    • Cross Filter
    • Row Limit
  4. Formats:- When reports created in salesforce we have different formats.
    There are four type report format allowed in salesforce:-
    1. Tabular :- Simple table like format
    2. Summary:- Summarizes values of field based on another field
    3. Matrix:- Summarizes the data in two axis one is X and another is Y.
    4. Joined:- Joined report can have multiple report types inclueded in to it.
  5. Folder :- Which folder you want to save the report.
    Run the report:- During save the report we have four option on the screen:-
    a) Export Report -- XLX / CSV
    b) Print
    c) Save Report
    d) Schedule
Dashboard in Salesforce:-
Dashboard is a collection of reports that is bringing in a same screen. You can only 20 reports display in one single dashboard.
a) Data Sources:- In data source display all reports files.
b) Components:- In components display all charts.


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Report and Dashboard in Salesforce Report and Dashboard in Salesforce Reviewed by Admin on 1:05 AM Rating: 5

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