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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 became more familiar with components when working with reports on the Salesforce platform. We explored the different types of report formats and looked at the uniqueness of each type of format. We saw how easy it is to add filters to a report. To customize the reports further, we can include Filter Logic, Cross Filter, and Row Limit for a Tabular report.

Although we kept made many passing references to dashboards many times in this chapter, we did not discuss them in detail. Dashboards will be discussed in depth in Chapter 9, Building Dashboards in Lightning Experience onward. This chapter is completely focussed on reporting only.

In the next chapter, we will discuss report types in detail, look at why the report type is so important, and also look at how to create a report, as you have read about report types so many times in this chapter.

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