Reporting Flashcards
How many levels of groupings on a Summary Report type?
3
How many levels of summarization in a Matrix Report type?
2 levels for rows and columns
How many blocks can be shown in a Joined Report type?
5 blocks (1 standard or custom report type)
2k records per block
upto 10k records total
What features are not supported in a Joined report?
1) Bucket fields
2) Cross filters
3) Rows to Display filters
4) Conditional Highlighting
5) Reporting snapshots
6) Report subscriptions
What are the limits on report filtering?
3 cross filters per report and 5 sub filters for each cross filter
Custom Summary Formulas do what?
saves effort of having to create a formula field if the value is only required in a report
Customer summary formula limits
1) Can be defined on number, percent, and currency
2) four types of summary (avg, max, min, sum)
3) limited to 3900 chars
4) Up to 5 formulas can be defined per report
5) at least one grouping is required (cant do it on tabular
Row level formula limits?
Only one row level formula per report
up to 3 unique fields can be referenced
dashboard supports
created for a report which requires info not available in standalone field
Standard Report Types?
using a with relationship between objects selected
reveal all fields
Custom Report Type?
up to four objects/levels (primary and 3 related)
can hide custom fields
can use with or without between objects
What controls fields that are available for the report in a custom report type?
Field Layout screen
When a dashboard is refreshed, is it refreshed for everyone or just the user who refreshed it?
Everyone
Dashboards can be automatically emailed to users on a refresh?
True
What is a Dynamic Dashboard?
configured to only show data that a given user has access to
how many dynamic dashboards can you have?
5 enterprise
10 unlimited
What does a running user option do for dashboard?
displays data that the running user has access to for all users
Where are dashboards stored?
controlled by folder
what are options to view dashboard?
view as person who created, another person, or themselves (this can be controlled though)
Bar Chart is used for?
shows values as horiz. or vertical lengths.
Stacked bar chart is used for?
shows proportions between values in each grouping and each groupings total.
Line chart is used for?
use for displaying changes over time
Donut chart is used for?
multiple groupings, show proportion of a single value for each grouping against the total
Funnel Chart is used for?
used to show the proportions among multiple groupings in an ordered set
Scatter chart is used for?
one or two groups of report data plus measures
Guage chart is used for?
displays a single value towards a goal
Metric is used for?
one key value (such as a total of something)
Lightning table?
up to 200 records and 10 columns from any field made available in report type
What happens when dashboard is not refreshed in 7 days?
Prompt user to refresh
Folders can be shared with?
1) users
2) public groups
3) roles
4) role and subordinates
What are three levels of access to folder?
View –> view
Edit –> edit/delete report
Manage –> edit delete folder
What controls what records are seen in a report?
Sharing Settings
if public, everyone will see same records in report
what user permission needed to create reports in private folders?
in public folders?
Create and Customize Reports (private)
Report Builder (public)
How can it be ensured that a dashboard is not accessed by a someone not authorized?
Store dashboard in appropriate folder they should have access
What are the different levels of access available for sharing a report or dashboard folder?
Viewer
Editor
Manager
What are the different types of reports?
Tabular, Summary, Matrix, Joined
Which report format can be used to display a Sales Rep Performance Scorecard?
Joined report
Which dashboard component(s) can be used to display a grand total?
Gauge and Metric
Which report format does not support bucket fields and cross filters
Joined report
Which report formats support custom summary formulas?
Summary, Matrix, Joined
What impact does the sharing model have when running reports?
Security and sharing model settings are applied when a user runs a report so they will only have access data they are supposed to
What customization options are available in reports?
Define filters Define/Name ranges in bucket fields Summarize number/currency fields conditional highlighting of summarized values custom summary formulas
What data will a dashboard display?
data a user has access to if defined as ‘dynamic’
or
run as ‘running user’
What are the different dashboard components?
chart guage metric table visualforce
When are dashboard refreshed?
manually
or scheduled:
daily, weekly, monthly
Why would a custom report type be created?
to specify types of related records included (with/without) and add additional fields (fields related to a lookup)
What relationships are possible when creating custom report types?
with and without
How many levels can a custom report have?
4
Are standard reports types defined by with or without?
with
After adding a group to a report in LE, what can be shown or hidden from the bottom of the preview pane?
detail rows
grand total
subtotals
(by togging switches down there)
what are some capabilities available on a joined report run page in LE?
Adding a chart
editing filters
adding report to a dashboard
sorting columns/groups
In LE, what is required for using a joined report as a data source for a dashboard component?
A chart must be added to the joined report
What is the max number of components a dashboard can have?
20
What report types can be converted to a joined report?
Tabular, Summary, Matrix (all of them)
What two permissions are needed to create custom reports that all users can view?
Manage Public Reports
Create and Customize Reports
