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Salesforce Lightning Reporting and Dashboards

You're reading from   Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 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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Table of Contents (13) Chapters Close

Preface 1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER 2. Concepts and Permissions in Reports and Dashboards 3. Implementing Security in Reports and Dashboards 4. Creating and Managing Reports 5. Understanding Report Types 6. Advanced Report Configuration 7. Adding Charts in Reports and Pages 8. Working with Reports 9. Building Dashboards in Lightning Experience 10. Learning Advanced Dashboard Configuration 11. Advanced Tips and Tricks for Reports and Dashboards 12. Dashboards and Reports in the Salesforce1 Mobile App

Summary

In this chapter, we went through the types of chart available in Salesforce Lightning. Anyone able to run the report will be able to add or modify the chart on-the-fly when running the report. This includes users without the permission to create and customize the report. We also discussed report formats that support the addition of a chart.

If a chart is added to the report and the report is stored in public folders, we can embed the chart into the record page layout. We can have up to two charts in a page record. Only the system admin or a user with a customizing application permission is able to add a chart to the page layout. You have the option to set the chart to auto-refresh in 24 hours or get it refreshed manually by the user.

In the next chapter, we will discuss how to work with reports. Reports in Lightning offer many features for us the explore; we can then analyze...

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