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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 worked with reports, including opening a report, searching for a report, and adding a report to favorites. You also learned how to navigate a report and discussed each component available when running a report.

We walked through the Reports tab, where we will be presented with the recently opened reports; click on the header to sort the reports, and there are a few menu options under Reports. Under the Reports category is the Folders category, where we can check the folder that you created, the folders shared with you, and all the folders you have access to.

Next, we also learned about the action menu which is available for each report. Where they are available depends on the user permission in general and user access related to the specific report.

You also learned about subscribing to a report. For report delivery to an email, you need to have permissions...

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