Reports

Question 1

Four types of Reports

Answer 1

Tabular, summary, matrix, join

Question 2

Records security

Answer 2

Owned by user
shared with user
owned by people underneath in the heirarchy
fields that are visible or editable

Question 3

Report Folders

Answer 3

Private folders
Public folders - Read Only, Read/Write
Accessible by all users
Hidden from all users
Accessible by Group, Roles & Roles and Subordinates

Question 4

Report Terminology

Answer 4

Report Type
Report Format
Scope
Custom Filters

Question 5

Tabular reports

Answer 5

Simplest, just an ordered set of fields in columns
Can’t be used to create groups of data
Can’t be used in dashboards unless rows are limited

Question 6

Summary Reports

Answer 6

Allow groupings
Allow subtotals
Allow charts
Can be added to a dashboard component

Question 7

Matrix Report

Answer 7

Similar to a pivot table in excel

allows vertical and horizontal groupings (2 deep)

Question 8

Matrix & Summary report groupings

Answer 8

Can use SF built in calendar functions: days, weeks, months, quarters & years

Question 9

Special date fields

Answer 9

Yesterday, today, tomorrow
Last week, last month, last quarter, last year
Next week, next month, next quarter, next year
This week…
Last n days, last n months, etc.
Next n days, next n months, etc.

Question 10

Join report

Answer 10

Multiple report blocks with multiple report types
Need a common field among them.
To mimic inner joins might need to do filtering on counts.

Question 11

Report filters

Answer 11

Used in addition to Scope
up to 10 filters
special date filters
User must have ‘customize report’ profile permission to edit filters

Question 12

Report Charts

Answer 12

Report must be summary or matrix
chart can be before or after the report
developer can choose size
Use as small as possible

Question 13

Bucket fields

Answer 13

dynamic grouping generated at report run time eliminates need to create object fields

Question 14

Custom Summary Fields

Answer 14

up to 5 per report*
can ref other formula fields on the object, cannot reference other summary fields
only 4 returns: Largest, Smallest, Sum, Average

Question 15

Custom Report Types

Answer 15

Need to build the ‘with or without’ reports as they don’t come with SF
Can use outer joins
Can control available fields
Set default selections
Change field labels for just the report
Must manually add new fields to the report when they’re added to the object.

Question 16

Scheduling reports

Answer 16

It has to run as somebody (needs a security model). It’s a way to get people some data they don’t have access to.
Each report can only use one schedule
Runs within 30 min of time
Maximum of 200 scheduled reports
Report charts don’t get emailed (use dashboards)

Question 17

Dashboards

Answer 17

Graphical representations of data
Up to 20 components
Each component must be linked to a custom report
Not real time
report saved to an accessible folder
know running user - look into what it looks like based on privileges
schedule a refresh

Question 18

Report & Dashboard Folder privileges

Answer 18

Read only
Edit - allows to add/remove reports
Manage - allows edit plus add remove people

Question 19

Scheduling reports and dashboards

Answer 19

The only reason to schedule a report is to email it to someone. With dashboards you can email it or just refresh it so others won’t have to.

Question 20

Homepage customization

Answer 20

Can put dashboards on a profile specific home page. It will show only the top row.

Question 21

Test tip

Answer 21

Be careful of thinking too much. The question isn’t trying to be that tricky. Stay within the question.