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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

This chapter shared many tips starting with setting up collaboration in reports and dashboards using Chatter feeds and groups. We continue with tips for using parameters in a report, which is done by adding parameters to the web browser URL. This parameter overwrites the existing value defined in the report, and with this, we can change the report filter value temporarily without the need to keep editing the report. We continued by introducing Field History Tracking, as how to take advantage by simply enabling a field for history tracking. We do not need developers for this, and it can be done within minutes. We ended the chapter by looking at a hands-on exercise to use Reporting Snapshot to store daily or weekly data in a custom object.

In the next chapter, we will discuss accessing reports and dashboards from the Salesforce1 mobile app, which supports both iOS and Android...

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