Interview questions; Reports and Dashboards

Question 1

1. Define Reports in simple words?

Answer 1

Reports is defined as a list of records in form of rows and column. Further, in other
words, we can say that to summarize the information of an object we use Reports in
Salesforce.

Question 2

2. Define Custom Report Type in Salesforce?

Answer 2

It helps to build a framework in the report wizard when creating custom reports. These
are the reports that allow admin to choose the desired fields for the user and also allow
adding up to 4 objects in the report.

Question 3

3. What are different types of reports?

Answer 3

There are 4 report types
* Tabular report
* Summary report
* Matrix report
* Joined Reports

Question 4

4. What is tabular report?

Answer 4

This is the most basic report. It displays just the row of records in a table like format with
grand total. Tabular reports cannot be used for generating dashboards.

Question 5

5. What is Summary report?

Answer 5

This is the most commonly type of report. It allows grouping of rows of data. It supports
sorting and displaying subtotals. For example in a recruiting app, a summary report
could be used to display open positions classified by department name.

Question 6

6. What is Matrix report?

Answer 6

This is the most complex report format. Matrix report summarize information in a grid
format. Matrix reports allows records to be grouped by both columns and rows.

Question 7

7. What is Joined report?

Answer 7

Joined reports let you create multiple report blocks that provide different views of your
data. Each block acts like a ―sub-report,ǁ with its own fields, columns, sorting, and
filtering. A joined report can even contain data from different report types.

Question 8

8. What reports can be used to generate dashboards?

Answer 8

Summary and Matrix Reports can be used to generate dashboards in Salesforce.
Further, Tabular and joined reports can‘t be used to generate dashboard.

Question 9

9. What things are not supported in joined reports?

Answer 9

The following items aren‘t supported in joined reports, and aren‘t converted:
* Bucket fields
* Cross filters
* The Rows to Display filter

Question 10

10. What are bucket fields?

Answer 10

Bucketing lets you quickly categorize report records without creating a formula or a
custom field. For example, create a bucket field named Size based on the # Employees
field. Then, create buckets that group records into ―Large,ǁ ―Medium,ǁ or ―Smallǁ
ranges that you define. Bucket fields can be used like any other field to sort, filter, and
group your report.

You can add up to five bucket fields per report, each with up to 20 buckets. Only
numeric, picklist and text field can be used for bucketing. Other data types are not
supported

Question 11

11- Can we create a formula type in reports?

Answer 11

Yes. Formula are not available in tabular reports but available for other report types.
Formula can be only in number, currency and percent format.

Question 12

12. Define Standard Reports in Salesforce?

Answer 12

These are the reports provided by Salesforce itself. Standard Reports can‘t be deleted
and used primarily for

Question 13

13. Define Custom Reports in Salesforce?

Answer 13

These are the reports created by users with specific criteria within Salesforce. Unlike
standard reports, we can delete, edit and store custom reports in a personal folder.

Question 14

14. How many bucket fields can be added to the report?

Answer 14

Up to 5

Question 15

15. Define Dashboard?

Answer 15

Dashboards are the graphical representation of the report created in Salesforce. If a user wants a quick view of the report through visualization, Dashboards is the best way
to represent the report.

Question 16

16. Which report format not supported by Dashboard?

Answer 16

Tabular report

Question 17

17. How Many Records We Can Display On Page For a Report?

Answer 17

You can display up to 2000 records on a page for a report