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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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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

Working with report filters


The report is one of the most powerful features of the Salesforce platform. Depending on your permission, as a business user, you can build your own reports within minutes, and manage them without help from any Salesforce administrator or developer.

We have discussed many things related to reports, such as permissions to create reports; permissions related to the report folder; the report type, which determines objects and fields available for reports; and the report format, which provides the report layout.

Another important item related to reports is the report filter. Report filters allow us to define which data conditions we want to use to include records in a report based on some criteria. The filter criteria in reports are almost similar to the filter criteria we found in list views, workflow rules, and other areas in Salesforce, but filter criteria in reports are more powerful.

For each filter criteria, you need to set the field, operator, and value. You can...

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