reports and dashboards

Question 1

what is a report

Answer 1

list of records that meets the criteria you define, every report is stored in a folder. fOLDERS CAN BE PUBLIC, SHARED, HIDDEN

Question 2

DASHBORAD

Answer 2

it is a visual display of key metrics and trends for records in your org; for each dashboard component there is a single source report

Question 3

report type

Answer 3

is a template that makes reporting easier, it determines which fields and records are available for use when creating a report;
each report type has primary object relationship and field layout

Question 4

object relationship

Answer 4

determines which records the report includes, each o.r. specifies a primary object and optionally one or more related objects

Question 5

field layout

Answer 5

determines which fields report type includes

Question 6

reports format

Answer 6

tabular - make a list summary - group and summarise

matrix - group and summarise, by row and column

Question 7

tabular reports

Answer 7

simplest and fastest way to look at the data. Similar to spreadsheet, consist of an ordered set of fields in columns each matching record listed in a row

Question 8

summary reports

Answer 8

similar to tabular reports, but also allow to group rows of data view subtotals and create charts

Question 9

matrix reports

Answer 9

allow to group records both by rows and column, most time consuming to set-up, but provides the most detailed view

Question 10

salesforce dashboard

Answer 10

presents multiple reports side by side using dashboard components on a single dashboard page layout

Question 11

dynamic dashboard

Answer 11

each user sees the data they have access to without needing to create separate dashboards for each user