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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Toc

Table of Contents (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Limitations of the Salesforce1 app


There are a few limitations when accessing dashboards and reports from the mobile app, but since this app is used for on-the-go access, you need not have all the features of dashboards and reports on a small-screen device.

Here is a summary of some of the limitations:

  • Users are not able to create and edit a dashboard or report

  • The report format may be ignored, and drill-down may go to tabular, summary, or matrix reports

  • The drill-down setting in the dashboard component may not work

  • The chart added in the report may not show up

  • Chatter feeds are not available in dashboard and report

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