Salesforce Lightning Report and Dashboard

Name: Salesforce Lightning Report and Dashboard
Rating: 4.1 (195 reviews)

Learn Salesforce Report Builder and Dashboards in the salesforce classic and lightning interface.

Created byDebasis Jena

Last updated 6/2022

English

English [Auto],

What you'll learn

Fundamentals of Salesforce Reports and Dashboards
Salesforce Lightning Experience
Navigating to reports and dashboards
Reports / Dashboards tab and menu
Types of report format
The Tabular report format
The Summary report format
The Matrix report format
The Joined report format
Working with report filters
Field filter
The Filter Logic
The Cross Filter
The Row Limit filter
Filtering by Role Hierarchy
Filtering by Relative Date
Filtering by clicking on a chart
The Lock Filter
Understanding Report Types
Report type categories
Standard Report Type
Custom Report type
Adding Charts in Reports and Pages
Types of charts in reports
The Horizontal Bar chart
The Vertical Bar chart
The Stacked Horizontal Bar chart
The Stacked Vertical Bar chart
The Line chart
The Donut chart
The Funnel chart
The Scatter chart
Embedding a report chart in an object page
Opening a report
The Reports tab
The Reports menu
The Folders menu
adding an item to favorites
Subscribe to Reports: Add Recipients
Subscribe to Reports: Set Running User
Building Dashboards in Lightning Experience
Dynamic dashboards
The Dashboards tab
Navigating to a dashboard
Dragging and dropping in the Dashboard Builder
Refreshing dashboards
Scheduling a dashboard refresh
Creating your dashboard
The dashboard components
dashboard filters
Dashboards and reports drill down
Report dashboard from app exchange
Advanced Tips and Tricks for Reports and Dashboards
Dashboards and Reports in the Salesforce1 Mobile App
The report and dashboard folder
Export reports
Creating and customizing dashboards permission
Run reports permission
Manage dynamic dashboards permission
View My Team's Dashboards permission
Schedule dashboards
Securing private reports and dashboards
Using Unfiled Public Reports
Using public reports and dashboards
Report folder permissions
Dashboard folder permissions

Course content

38 sections • 46 lectures • 7h 51m total length

What is Salesforce and Why is it a CRM application?16:32
Explore how Salesforce as a cloud crm delivers marketing, sales, and services on a software as a service model, with standard and custom objects, fields, and reports.

What is Tabular Format and when to use it?8:37
Learn how tabular reports provide a simple, spreadsheet-like row and column view that supports bucketing, sorting, and exporting to Excel, while noting limitations such as no charts and grouping restrictions.
Scenario-Create Tabular Report from scratch14:50
Create a tabular report from scratch in Salesforce Lightning, selecting the account data source, sorting by number of employees in descending order, and applying filters to tailor the results.
Scenario-Create Tabular Report from scratch continued16:28
Create a tabular report from scratch using Lightning report builder, compare classic and Lightning views, apply filters and sort by number of employees in descending order, then save and export.

What is Summary Report and why to use in salesforce?4:28
Learn how to use summary reports in Salesforce to group data by fields up to three levels, summarize numeric values, and display charts.
Scenario-Create Summary Report from scratch18:53
Learn to create a Salesforce report from scratch, choose a report type, and group data by calendar year and donor, with filters, sorting, and export options in Lightning and classic.

What is Matrix Report and when to use it?2:32
Learn what a matrix report is and when to use it in Salesforce Lightning; grasp row and column grouping with two-level grouping and how it differs from summary reports.
Scenario-Create Matrix report from scratch10:17
Create a matrix report from scratch by selecting a report type, dragging fields, and grouping by rows and columns (e.g., account and calendar year) in Lightning or Classic, then export.
Scenario-Create Matrix report with adding summary field9:57
Create a matrix report in Salesforce Lightning to group by rows from the opportunity object and add a summary field to total amounts on the report.

What is Joined report and why to use it?2:33
Explore how joined reports in Salesforce Lightning combine data from multiple reports into a single view. Group blocks by common features and apply per-block filters for integrated insights.
Scenario-Create Joined report from scratch16:38
Learn to create a joined report from scratch in Salesforce lightning, combining opportunities and cases into a single multi-block report with common fields and filters.

What is Field Filter and how to use Filter logic?10:51
Learn to build Salesforce reports using a field filter and filter logic, including cross filters and multiple criteria, to craft precise, customizable dashboards.
Scenario- Use field filter logic example9:06
Learn to build a Salesforce report using field filter logic, selecting accounts by type, billing state, and employee count, then replicate in Lightning Experience.

Requirements

salesforce Admin
designed from scratch to advance level to mastery in salesforce report and dashboard

Description

This is one unique course that covers both classic and lightning reports & dashboards.

The "Salesforce Lightning Report and Dashboard" course is designed to provide participants with an in-depth understanding of how to leverage Salesforce's powerful reporting and dashboard tools within the Lightning Experience. This course is ideal for Salesforce administrators, business analysts, and anyone responsible for generating and analyzing data-driven insights within their organization.

Throughout this course, participants will learn how to create, customize, and manage reports and dashboards to meet various business needs. The curriculum covers the fundamentals of Salesforce reports, including the different types of reports, report formats, and how to use filters and groupings to organize data effectively. Participants will also explore advanced reporting features such as cross filters, joined reports, and custom report types.

In addition to reports, the course delves into the creation and customization of dashboards. Participants will learn how to design visually appealing and informative dashboards that provide real-time insights into key performance indicators (KPIs) and business metrics. The course will cover best practices for selecting the right dashboard components, setting up dynamic dashboards, and sharing dashboards with different user groups.

Hands-on exercises and real-world scenarios will be used throughout the course to reinforce learning and ensure participants can apply their new skills in practical situations. By the end of the course, participants will be equipped with the knowledge and skills to create powerful reports and dashboards that drive informed decision-making and enhance business performance.

This course designed from scratch with taking care each and every concept to make you mastery in report & dashboard. Every thing discussed with live implementation of multiple scenarios covering from basic to advanced levels.

This course includes important topics such as the use of reports and dashboards, AppExchange, and Security and access applications, and many more.

Most importantly, I will work with you throughout this course journey to support you till you become a master in Salesforce reports and dashboards.

Who this course is for:

salesforce
salesforce manager
salesforc adminstrator
salesforce consultant
salesforce architet
salesforce developer
business analyst

Salesforce Lightning Report and Dashboard

What you'll learn

Explore related topics

Course content

What is Salesforce and Why is it a CRM application?1 lecture • 17min

Setting up Lifetime free salesforce Developer Account1 lecture • 4min

Navigate to Report and Dashboard Tab1 lecture • 13min

Different types of Report Format use in salesforce1 lecture • 7min

Bonus Lecture1 lecture • 1min

What is Tabular Format and when to use it?3 lectures • 40min

What is Summary Report and why to use in salesforce?2 lectures • 23min

What is Matrix Report and when to use it?3 lectures • 23min

What is Joined report and why to use it?2 lectures • 19min

What is Field Filter and how to use Filter logic?2 lectures • 20min

Requirements

Description

Who this course is for: