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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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Toc

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 started with securing private reports and dashboards for personal usage. Then, we continued to discuss the Unfiled Public Report folder, where users with permission to create reports are able to store the reports created in this folder. One of the purposes of this folder is to store the report temporarily before the real folder is created, but please note that reports stored here will be accessible by everyone in your organization.

Next, we continued with sharing and securing public reports and dashboards. All permissions related to the report folders and dashboard folders were discussed as well.

Before ending the chapter, we provided hands-on exercises to grant permissions through Profile, which is for all users with the profile, and to grant permissions via Permission Sets, where we have the flexibility to grant permission across user profiles.

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