Salesforce Reporting Tools

Question 1

How can the number of records displayed on a report be limited?

Answer 1

Row Limit

Question 2

On a report how can a value be compared to a group value or total group value?

Answer 2

ParentGroupValFunction

Question 3

On a report, how can a summary value be compared to a previous group value?

Answer 3

PrevGroupVal Function

Question 4

What reporting technique can identify trends on data that is changing

Answer 4

Reporting Snapshot

Question 5

On a report, how can a summary value from two diferent but related objects be compared?

Answer 5

Cross Block Summary Formulas

Question 6

How can a defined range of values (vs. individual values) be reported on?

Answer 6

Bucket Fields

Question 7

Highlight summarized values if they meet a condition

Answer 7

Conditional Highlighting

Question 8

Create a report on two related objects that show parents with and without related records

Answer 8

Create a custom report type

Question 9

How canmultiple sets of data be shownin one chart?

Answer 9

Complex Charting

Question 10

How can the dataset that shows in a dashboard be limited?

Answer 10

Dashboard Filter

Question 11

How can personalized data for each user be shown in a Dashboard

Answer 11

Dynamic Dashboard

Question 12

How can the changes in a sales pipeline over the last quarter be compared with historical values of key opportunity attributes?

Answer 12

Historical Trending report

Question 13

How can a history of the status of open cases assined to the case team at 7pm daily be viewed?

Answer 13

Reporting snapshots

Question 14

An organization needs a report for 3 different people, and each needs data specific to an assigned region. The refreshed dashboard needs to be sent to each person via email at the end of every day. How should this be done?

Answer 14

Create seperate dashboards and schedule a dashboard refresh for each.