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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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Toc

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

Salesforce report folders

By default, Salesforce comes with a lot of standard reports. They are stored and categorized by the object name and purpose, such as Account and Contact Reports, Opportunity Reports, and so on. The same applies to report created and customized created by users. Users can store them in folders for future use or other purposes, for example, as a data source for dashboards or sharing with other users. Depending on the user permission and folder permission, Salesforce will determine the folder's visibility and accessibility to a user, as read-only or read-write accessibility. Remember that report accessibility is configured in the folder level, not in the report itself.

Tip

When a folder is visible to a user, the user will be able to see and run all the reports stored in that folder.

When you click on the Reports tab, you will see all the report and dashboard folders you have access to in the left panel.

Salesforce report folders

Users with read-write permission on the folder will be able...

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