Reports and Dashboards

Question 1

What is a report?

Answer 1

a report is a list of records (like opportunities or accounts) that meet the criteria you define.
you can filter, group, and do math on records. You can even display them graphically in a chart!

Question 2

Report folders

Answer 2

Every report is stored in a folder. Report folders determine how reports are accessed, and who can access them to view, edit, or manage. Folders can be public, hidden, or shared. You control who has access to the contents of the folder based on roles, permissions, public groups, and license types. You can make a folder available to your entire organization, or make it private so that only the owner has access.

Question 3

Report sharing settings

Answer 3

To change the sharing settings of report and dashboard folders, switch to Salesforce Classic.

Question 4

What is a dashboard?

Answer 4

A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single source report.

Question 5

Dynamic dashboards

Answer 5

Dynamic dashboards are dashboards for which the running user is always the logged-in user.

Question 6

What is a report type?

Answer 6

A report type is like a template that makes reporting easier. The report type determines which fields and records are available for use when creating a report. This is based on the relationships between a primary object and its related objects. For example, with the ‘Contacts & Accounts’ report type, ‘Contacts’ is the primary object and ‘Accounts’ is the related object.

Question 7

Select a Report Type

Answer 7

Each report type has a primary object relationship and a field layout.

Question 8

Use Filters in Reports

Answer 8

filters and filter logic allow you to get more specific, and row limits help you limit the answer you receive.

Question 9

Standard Filter

Answer 9

Standard filters are applied by default to most objects. Different objects have different standard filters, but most objects include the standard filters Show and Date Field. Show filters the object around common groupings (like “My accounts” or “All accounts”). Date Field filters by a field (such as Created Date or Last Activity) and a date range (such as “All Time” or “Last Month”).

Question 10

Field Filter

Answer 10

Field filters are available for reports, list views, workflow rules, and other areas of the application. For each filter, set the field, operator, and value. With tabular, summary, and matrix reports, you can drag a field from the Fields pane to the Filters pane to add a report filter.

Question 11

Filter Logic

Answer 11

Add Boolean conditions to control how field filters are evaluated. You must add at least 1 field filter before applying filter logic.

Question 12

Cross Filter

Answer 12

Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to only include those opportunities.

Question 13

Row Limit

Answer 13

For tabular reports, select the maximum number of rows to display, then choose a field to sort by and the sort order. You can use a tabular report as the source report for a dashboard table or chart component, if you limit the number of rows it returns.

Question 14

Tabular Reports

Answer 14

Tabular reports are the simplest and fastest way to look at your data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. While easy to set up, they can’t be used to create groups of data and there are limits to how you can use them in dashboards. Consequently, they’re often best used for tasks like generating a mailing list

Question 15

Summary Reports

Answer 15

Summary reports are similar to tabular reports, but also allow you to group rows of data, view subtotals, and create charts. Summary reports give us many more options for organizing the data, and are great for use in dashboards. Yes!
Summary reports are the workhorses of reporting—most people find that most of their reports tend to be of this format.

Question 16

Matrix Reports

Answer 16

Matrix reports allow you to group records both by row and by column. These reports are the most time-consuming to set up, but they also provide the most detailed view of our data.

Question 17

Use a chart

Answer 17

Use a chart when you want to show data graphically. You can choose from a variety of chart types.

Question 18

Use a gauge

Answer 18

Use a gauge when you have a single value that you want to show within a range of custom values

Question 19

Use a metric

Answer 19

Use a metric when you have one key value to display.

Question 20

Use a table

Answer 20

Use a table to show a set of report data in column form.

Question 21

View Dashboard As ‘Me’

Answer 21

Dashboard readers see data in the dashboard according to your access to data.
For example, if you can only see Opportunities in Canada, then dashboard readers only see data about Opportunities in Canada.

Question 22

View Dashboard As ‘Another person’

Answer 22

Dashboard readers see data in the dashboard according to the data access level of whomever you specify.
For example, if you choose someone who can see Opportunities from any country, then dashboard readers see data about Opportunities from all countries.

Question 23

View Dashboard As ‘The dashboard viewer’

Answer 23

Dashboard readers see data as themselves, according to their own access to data. These types of dashboards are often called dynamic dashboards.

Question 24

Dynamic dashboards licenses

Answer 24

Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Dynamic dashboards aren’t available in other editions. Additional dynamic dashboards may be available for purchase.

Question 25

Dynamic dashboards limitations

Answer 25

Dynamic dashboards don’t support following components.
You can’t save dynamic dashboards in private folders.
You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.

Question 26

Let dashboard viewers choose whom they view the dashboard as

Answer 26

Let dashboard viewers choose whom they view the dashboard as to let a reader with appropriate user permissions choose who they view the dashboard as. With the “View My Team’s Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone.

Question 27

Report Charts

Answer 27

If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.