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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

Summary

We started this chapter with an introduction to the Salesforce1 mobile app, continued by working with dashboards, and explained about dynamic dashboards and the dashboard filter using the Salesforce1 mobile app. We also discussed the ability to post dashboard snapshots to our Chatter feed for collaboration.

Next, we discussed the brand new Report menu , which introduced by Salesforce in Spring 2015 release. We also discussed an additional filter feature when drilling down reports from dashboard components. Then we summarized the limitations when accessing dashboards and reports from the mobile app. Finally, we discussed another app called Salesforce Mobile Dashboards in brief to end this chapter.

This is the last chapter for this book. Thanks for reading and learning! We hope this will help you in your daily job as a Salesforce.com system administrator or a business user to fully utilize the reporting features of Salesforce.com.

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