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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. We also navigated reports and discussed each component available when running reports.

When you click on the Reports tab, you will be presented with the recently opened reports. You can click on the header to sort in finding a report. There is a menu under REPORTS. Under REPORTS would be the FOLDERS category, where you can check the folder that your create, the folder shared with you, and all folders you have access to.

The action button is available in the Reports tab for each report, and it is also available after opening a report depending on the user permission in general and user permission related to the specific report.

You also learned about subscribing to reports; for report delivery to emails, you need to have permissions to subscribe...

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