Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
Arrow right icon
View More author details
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

Standard reports and folders


Out of the box, Salesforce provides standard reports for standard objects. These reports are stored in standard report folders:

  • Account and Contact Reports

  • Opportunity Reports

  • Sales Reports

  • Lead Reports

  • Support Reports: for Cases

  • Campaign Reports

  • Activity Reports: for Tasks and Events

  • Product and Asset Reports

  • Call Center Reports

  • Administrative Reports: for system administrators

  • File and Content Reports

You can customize standard reports provided by Salesforce, but you have to save them as a new report so that we do not overwrite the originals. Also, you cannot save the customized report in the standard report folder, but only in the Public report folder—where you have write access—or the My Personal Custom Reports folder.

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image