Master Salesforce Lightning Reports, Dashboards & Listviews

Learn Salesforce Report Builder and Dashboards in the salesforce classic and lightning interface.

Created by: Debasis Jena
​Salesforce Application Architect and e-learning Author

What Will I Learn?

• Fundamentals of Salesforce Reports and Dashboards
• Salesforce Lightning Experience
• Navigating to reports and dashboards
• Reports / Dashboards tab and menu
• Types of report format
• The Tabular report format
• The Summary report format
• The Matrix report format
• The Joined report format
• Working with report filters
• Field filter
• The Filter Logic
• The Cross Filter
• The Row Limit filter
• Filtering by Role Hierarchy
• Filtering by Relative Date
• Filtering by clicking on a chart
• The Lock Filter
• Understanding Report Types
• Report type categories
• Standard Report Type
• Custom Report type
• Adding Charts in Reports and Pages
• Types of charts in reports
• The Horizontal Bar chart
• The Vertical Bar chart
• The Stacked Horizontal Bar chart
• The Stacked Vertical Bar chart
• The Line chart
• The Donut chart
• The Funnel chart
• The Scatter chart
• Embedding a report chart in an object page
• Opening a report
• The Reports tab
• The Reports menu
• The Folders menu
• adding an item to favorites
• Subscribe to Reports: Add Recipients
• Subscribe to Reports: Set Running User
• Building Dashboards in Lightning Experience
• Dynamic dashboards
• The Dashboards tab
• Navigating to a dashboard
• Dragging and dropping in the Dashboard Builder
• Refreshing dashboards
• Scheduling a dashboard refresh
• Creating your dashboard
• The dashboard components
• dashboard filters
• Dashboards and reports drill down
• Report dashboard from app exchange
• Advanced Tips and Tricks for Reports and Dashboards
• Dashboards and Reports in the Salesforce1 Mobile App
• The report and dashboard folder
• Export reports
• Creating and customizing dashboards permission
• Run reports permission
• Manage dynamic dashboards permission
• View My Team's Dashboards permission
• Schedule dashboards
• Securing private reports and dashboards
• Using Unfiled Public Reports
• Using public reports and dashboards
• Report folder permissions
• Dashboard folder permissions

Requirements

• salesforce Admin
• designed from scratch to advance level to mastery in salesforce report and dashboard

Target audience

• salesforce
• salesforce manager
• salesforc adminstrator
• salesforce consultant
• salesforce architet
• salesforce developer
• business analyst