- Report Tab, Folders and Formats
- Navigate the reports tab to find suitable reports.
- Create report and dashboard folders.
- Describes the different formats of reports.
- Run and modify standard reports
- Using the Report Builder
- Understand the importance of a report building process.
- Explain what a report type is
- Determine when to use a standard report versus a custom report using a standard report type.
- Print and Export your report.
- Summarize Your Data
- Understand the difference between a Summary and a Matrix Report
- Use bucket fields to segment your data.
- Use custom summary formulas to perform calculations on your report data.
- Getting more Insight from your Data
- Add conditional highlighting to a report.
- Create charts to display summary data.
- Schedule and email a report to run.
- Dashboards
- Articulate what a dashboard is.
- Understand the concept of the running user
- Create a dashboard using the Dashboard Builder
- Understand drill downs, snapshots and push alerts.
Introduction to Reports
Students will learn the following:
-What are Reports and Why use them?
-Where are Reports?
-Create/Customise/Delete Reports
-Tabular, Summary, Joined and Matrix Reports
-Formula Fields in Reports
-Bucket Fields in Reports
-Report Types
-Visibility of Reports
-Schedule Reports
-Export Reports
+–Understanding Reports
Students will learn the general gist about Reports as well as the advantages about them.
What are Reports and Why use them?
Shows students where they can find Reports within the Salesforce platform.
Where are Reports?
+–Creating and Modifying Reports
Students will learn how to create all the different formats of Reports.
Creating Reports
Students will quickly learn how to modify and delete Reports.
Modifying and Deleting Reports
Students will learn how to specifically create a Tabular Report.
How to create a Tabular Report?
Students will learn how to specifically create a Summary Report.
How to create a Summary Report?
Students will learn how to specifically create a Matrix Report.
How to create a Matrix Report?
Students will learn how to specifically create a Joined Report.
How to create a Joined Report?
+–Report Features
Students will learn how to create Formula fields in reports.
Formula Fields in Reports
Students will learn the benefits of and how to create Bucket Fields
Bucket Fields in Reports
Students will learn about how to create different report types. Salesforce has standard report types built-in, this lecture will show students how to create custom report types.
Report Types
Visibility of Reports
Scheduling Report
Export Reports
Quiz on Reports
+–Introduction to Dashboards
+–Understanding Dashboards
Students will understand the basic principles about Dashboards and why they are used.
What are Dashboards and Why use them?
Navigation though the Salesforce platform showing students where they can find Dashboards.
Where can you find Dashboards?
+–Creating, Modifying and Deleting Dashboards
Student learn how to create and edit Dashboards.
Creating and Editing Dashboards
Graphs within a Dashboard are known as components. This lecture shows students how to edit these components to display data in different ways.
Customizing Dashboard Components
Student will learn the key features of Dashboards that differentiate it from other Objects.
Deleting Dashboards
+–Dashboard Features
Students will learn how to create Dynamic Dashboards and the advantages of them.
Dynamic Dashboards
Students will learn how to implement Dashboard Filters and the advantages of them.
Dashboard Filters
Students are informed of how to schedule Dashboards.
Scheduling Dashboards
Tip: Joined Reports and Dashboards
You will be tested on everything you've learned about Dashboards!
Quiz on Dashboards!
+–Understanding List Views
A general introduction to the understanding of what List Views are.
What are List Views?
01:55
Enables students to quickly identify where to find List Views on a page and on which objects.
Where are List Views?
Students will be able to distinguish between List Views and Reports including the pros and cons of List Views.
How are List Views and Reports different?
This lecture highlights the key benefits of using List Views.
Why use List Views?
Final evaluation
Quality Questionnaire
Note:
The content may vary to adapt to the group and Salesforce news.
