Reports & Dashboards (10%) Flashcards
• Report creation • Custom reports • Editing and customizing reports • Dashboard components • Data sharing • Report and dashboard filters
What report should an administrator use to display the number of contacts related to an account?
Summary report with a report formula
What are three reports that can be used to display a list of the top 10 accounts on a dashboard?
Tabular report with Rows to Display set to 10
Summary report with a chart
Summary report without a chart
What should an administrator do to organize the fields available on a report?
Create a custom report type.
Tabular Report
This report is the simplest and fastest way to look at data. Similar to spreadsheets, it consist simply of an ordered set of fields in columns, with each matching record listed in a row. Use this report type for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
Summary Report
This report is similar to a tabular report, but allow users also to group rows of data, view subtotals, and create charts. It can be used as the source report for dashboard components. Use this type of report to show subtotals based on the value of a particular field, or when you want to create a hierarchical list, such as all opportunities for your team, subtotal by Stage and Owner.
Matrix Report
Matrix reports allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type of report for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
Report Type
Two kinds of report Wipes:
• Standard report
• Custom report
Standard report type gives you access to most Salesforce data. For example, the opportunities report type gives you access to opportunity records and fields in your report.
Custom report type gives you access to custom objects in Salesforce, or custom views of standard objects, which an admin configures.
Filter Logic
Use filter logic to customize how existing filters apply to a report. Each filter is assigned a number. If you’d like your report to return records that meet the criteria of Filter 1 and either Filter 2 or Filter 3, use this filter logic: Filter 1 AND (Filter 2 OR Filter 3). Filter logic requires at least one field filter.
A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities they have at any given time. How should an administrator configure a report for each sales rep to see their own open opportunities?
a. Create a reporting snapshot grouped by sales rep.
b. Create a report with a cross filter by My Opportunities.
c. Create a report filtered by My Opportunities.
d. Create a report schedule for each sales rep.
c. Create a report filtered by My Opportunities.
Correct. This report shows a sales rep their own open opportunities.
Which three report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents? (Choose three answers.)
a. Grouped bar chart
b. Pie chart
c. Donut chart
d. Line chart
e. Funnel chart
b. Pie chart
Correct. A pie chart shows the number of leads and the percentage of leads as part of the whole.
c. Donut chart
Correct. A donut chart shows the number of leads and the percentage of leads as part of the whole.
e. Funnel chart
Correct. A funnel chart shows the number of leads and the percentage of leads as part of the whole.
A finance user with the View All Data permission enabled sees no opportunities when opening a sales pipeline report. However, a sales rep sees opportunities as expected. Opportunities should be visible to only those with permission. Which two actions should the administrator perform to ensure that the finance user sees opportunities in the pipeline report? (Choose two answers.)
a. Select Save Hierarchy Level on the pipeline report.
b. Create a new report formula on the pipeline report.
c. Update the report filter to show all opportunities.
d. Change the org-wide opportunity sharing default to Public Read.
a. Select Save Hierarchy Level on the pipeline report.
Correct. The Save Hierarchy Level checkbox being selected ensures that the hierarchy level that was used when creating a report stays intact. So if the finance user had permission to see reports origina//y; the same applies when any subsequent report is created
c. Update the report filter to show all opportunities.
Correct. Using a filter to show all opportunities allows users with the View All Data permission enabled to see al/ of the opportunities on the report
What should an administrator configure to provide each sales rep a dashboard that shows their current Opportunity pipeline?
a. Set a dashboard filter to the current user.
b. Create a dashboard folder for each user.
c. Filter the dashboard with a dynamic view set to the VP of sales.
d. Set the dashboard running user to “the dashboard viewer.”
d. Set the dashboard running user to “the dashboard viewer.”
Correct. This ensures that the dashboard shows data relevant to only the user viewing it
A sales user wants to add components to their dashboard. What is the maximum number of components that can be added to a single dashboard?
a. 3
b. 15
c. 20
d. 50
c. 20
Correct. Each dashboard can have up to 20 components.
What should the system administrator do when users are unable to find a custom report type?
a. Make sure the new report type is deployed.
b. Make sure the user profile includes the report type.
c. Add the new report type to the related objects.
d. Add a button for the new report type to the Report Builder.
a. Make sure the new report type is deployed.
Correct. Users are not able to access a custom report type if it hasnt been deployed.
Ursa Major Solar uses a private data access rnodel. Product managers and sales representatives are in different branches of the role hierarchy. What should an administrator do to ensure that product managers can report on opportunities in their product line?
a. Create a sharing rule based on criteria.
b. Save all opportunity reports in a public folder.
c. Move all product managers to a role below the sales representatives.
d. Create a new role for product managers and sales representatives.
a. Create a sharing rule based on criteria.
Correct. Criteria-based sharing rules determine what records to share based on field values other than ownership.
