Describe reports on Salesforce Flashcards
Describe report types
A report type defines the set of records and fields available for reporting. Salesforce offers standard report types for common objects like Accounts, Contacts, Opportunities, and Cases. Additionally, users can create custom report types that define relationships between objects and specify the fields to include in the report.
Describe report formats
Salesforce offers various report formats to present data. These include Tabular, Summary, Matrix, and Joined reports. Tabular reports present data in a simple table format, while Summary reports group data and display subtotals and grand totals. Matrix reports allow for cross-tabulation of data, and Joined reports combine data from multiple report blocks into a single report.
Describe report filters
Filters allow users to specify criteria to narrow down the data included in the report. Users can define filters based on fields, date ranges, or other conditions to focus on specific subsets of data. Report filters help users analyze data for specific regions, time periods, or specific criteria.
Describe report grouping and sorting
Reports can be organized by grouping and sorting data based on specific fields. Grouping data allows users to aggregate and summarize information, while sorting determines the order in which records are displayed within each group. Users can choose multiple levels of grouping and sorting to structure the report based on their requirements.
Describe report summaries and details
Salesforce reports provide the flexibility to view data at different levels of granularity. Summary reports display aggregated data, such as totals and averages, based on grouping and summarization criteria. Detailed reports show individual records, providing a comprehensive view of each data point.
Describe report charts and graphs
Reports can include visual representations of data through various chart types, such as bar charts, pie charts, line charts, and scatter plots. Charts and graphs help users quickly grasp trends, comparisons, and patterns within the data, making it easier to interpret and present information.
Describe the link between reports and dashboards
Salesforce reports can be added to dashboards, which provide a consolidated view of key metrics and reports. Dashboards allow users to create personalized visualizations and combine multiple reports and charts on a single screen. Dashboards can be shared with colleagues and provide real-time snapshots of important business data.
Describe report scheduling and delivery
Salesforce allows users to schedule reports for automatic generation and delivery. Users can set up email notifications or save reports as files in different formats, such as PDF or Excel, and specify the recipients and frequency of delivery. Scheduled reports ensure that stakeholders receive up-to-date information without manual effort.
