Salesforce Advanced Administrator Certification Guide

Summary

By completing this chapter, you have a clear view of how reporting works in the Lightning platform, as well as the features and tools you can use to implement an effective reporting system. In this chapter, we learned how to create reports using standard and custom report types and how to properly format the results using advanced filtering. We also learned how to chart reports using different configurations. Finally, we learned how to get historic trends using historical reports and Reporting Snapshots, as well as how to subscribe to reports to get periodic insights into our organization's data.

In the next chapter, we'll complete the analytics section of this book by covering dashboards so that we can organize reports into full-featured ...