Reports And Dashboards

Question 1

What is the Report Designer for?

Answer 1

To build reports

Question 2

How do you create a report from a list?

Answer 2

Right click on column label and choose between bar/pie chart report

Question 3

Where do you see reports shared with you, global reports and it’s another way to create a report?

Answer 3

All > Report (Application) > View/Run

Question 4

What is defined on the Data tab?

Answer 4

The name of the report, the Source type and the Data Source

Question 5

What’s the difference between the Data source and Table as source types?

Answer 5

Table: you’ll need to provide all the conditions to select report data from the table.
Data source: defines standard set of conditions for querying a particular table.

Question 6

On the Report Designer, what is the Configure tab for?

Answer 6

To configure the group by fields, stack by and the aggregation l.

Question 7

What is configured on the Style tab?

Answer 7

Chart color, set color, chart size, labels to be displayed, drill down and decimal precision
Some details about title legend and so on.

Question 8

What are the options when Sharing a report

Answer 8

You can:
Share: to yourself, everyone in specific roles and Groups and users
Schedule: an email containing the report
Add to Dashboard
Export to PDF

Question 9

What is Performance Analytics (PA) used for?

Answer 9

It allows users to create dashboards with widgets to visualize data over time to identify areas of improvement.

Question 10

What are key locations in My reports list?

Answer 10

1.Stars where you can favorite your reports
2. Column heading where you can sort your reports
3. Report title: where you click and it opens the report designer and automatically run it
4. Search: where you can search for reports
5. Configure the report list