C. Audit & reporting features Flashcards
What is a bucket field in reports?
A bucket field lets you group related records together by ranges and segments, without the use of complex formulas and custom fields. Bucketing can thus be used to group, filter, or arrange report data. When you create a bucket field, you need to define multiple categories (buckets) that are used to group report values.
The advantage is that earlier, we had to create custom fields to group or segment certain data.
What are dynamic dashboards? Can dynamic dashboards be scheduled?
Before we understand dynamic dashboards, let us first understand static dashboards. Static dashboards are the basic dashboard types that will be visible to any user who has made a report out of his data. An example of this is what a Sales manager/ Marketing manager would be able to see on his Salesforce org. In other words, a normal dashboard shows data only from a single user’s perspective. Now comes the concept of dynamic dashboards.
Dynamic dashboards are used to display information which is tailored to a specific user. Let us consider the same example as above. In case the Sales manager wants to view the report generated specific to only one of his team members, then he can use dynamic dashboards.
You can use dynamic dashboards when you want to show user-specific data of a particular user, such as their personal quotas and sales, or number of case closures, or leads converted etc.
You can also use a normal/ static dashboard when you want to show regional or organization-wide data to a set of users, such as a particular region’s sales number, or a particular support team’s performance on case closures.
As far as the second part of the question is concerned, no we cannot schedule a dynamic dashboard. That is because whenever we open the dashboard, it will show the data generated in real-time.
What are the different types of reports available in Salesforce? Can we mass delete reports in Salesforce?
Summary reports - Similar to Tabular reports, but also have functionality of grouping rows, viewing subtotals & creating charts
Matrix reports - Two-dimensional reports which allow you to group records both by row and column
Joined reports - Multiple blocks showing data from different reports based on same or different report types
Another important point to note here is that, only Summary reports and Matrix reports can be fed as data source for dashboards. Tabular and Joined reports cannot be used as data source for dashboards.
Can we mass delete reports in Salesforce? Of Course we can mass delete reports in Salesforce. The option to mass delete reports can be found under Data Management in Setup.
