Reports and dashboards Flashcards
How can you ensure that a dashboard is not accessed by someone not authorize?
Store the dashboard in a folder that is accessible only by the authorized users
What are the different formats of reports?
Tubular, summary, matrix and joined.
What impact does the sharing model have when running reports?
Security ensuring model settings are applied when running a report so users will only see data they have access to.
In a private sharing model, which records will be returned to user in a report not owned by that user?
Records on the by that user and users below them in the role hierarchy
What customization options are available in reports?
Add grouping, define filters, define filter logic, define a name ranges in bucket filled, summarize name in currency Field, conditional highlighting of summarized values, custom summary formulas.
What data will a dashboard display?
The dashboard will display data a user has access to it if defined as “dynamic” or run as a “running user” to display data that user has access to.
When are dashboards refreshed?
Manually or scheduled to refresh daily, weekly or monthly.
How many levels can a custom report type have?
4 levels – a primary object in 3 related objects
Are standard report types defined as with or with out related records?
With related records
In what form can dashboard components be?
Chart, Gage, metric, legacy table, lightning table, or visual force page
Where is data in dashboards extracted from?
Reports
Which data can you highlight in a report when using conditional highlighting?
Grand totals, summarize totals, grouped by field names.
When would you need to create a custom report type?
When you want to show a relationship other than “with” between related objects
