Author: zeusexam

Report formats The second option we have when creating a new report is selecting the report format. Here, we can choose between the following types: Tabular report example Summary report example Matrix format example Joined format example Grouping data is quite simple in Classic: just drop your field onto the grouping section that’s highlighted with…

Filtering reports If you are reading this book, then you already know how reports are built, so how a report can be filtered is not a secret to you. However, I bet there are some configuration options that you are not aware of or that you may have never used before. One of them may…

Advanced highlighting for report data Another interesting feature that’s used when displaying report data is the possibility to highlight numeric data ranges. However, the report must have at least one summary or custom summary formula field: Conditional highlighting in summary fields Fill in the range of colors and the threshold values shown in the preceding…

Finally, a field is referenced by its sum, average, max, and min values (we are not going to create a row-level formula that applies to any row of the report; instead we will focus on the summary parts of the report, that is, the total and subtotals). Let’s say we want to get the average…

Joined reports In this section, we will take a close look at joined reports. As we’ve already mentioned, the joined reports format allows us to merge different report types into a single report so that we get a single report that contains data from different sources. We can merge up to five different report types…

Tracking history on reports Reporting on current values is cool, but sometimes, we need to know the trends of certain fields. As an example, it may be necessary for our call center to find out how the statuses of the cases change day by day or how the opportunity amount and stage vary from week…

You can create a simple report that shows open cases by using the following details: This is how it may appear: Open cases tabular report Now, create a new custom object with the following shape: Remember to set the field-level security for your user (you may run into problems when snapshots are collected if your…

Subscribing to reports In order to complete this chapter, we need to briefly mention report scheduling. We can set up a report so that it runs at a given time and apply a filter so that we receive notifications about it. To access this feature, click on the Subscribe (in Lightning Experience) action on the…

Visualizing Key Metrics with Dashboards In this chapter, we’ll dig into dashboards, a graphical representation of Salesforce reports: with Dashboards we can understand the changing business conditions and key metrics that are useful for us to know when making decisions, everything based on the real-time data gathered with Salesforce Reports. We’ll see how to create…

Setting up a dashboard Dashboards can be created in Lightning Experience and Salesforce Classic, but in this chapter we’ll be digging into Lightning Experience. For all the details on how to deal with Classic Dashboards, refer to the Salesforce Help at https://help.salesforce.com/articleView?id=dashboards_create.htm&type=5. Before creating a dashboard, make sure you have at least one source report…