Salesforce Lightning Reporting and Dashboards

Creating reports as a data source

Perform the following steps to create reports required to serve as the data source for dashboard components:

1. From the Reports tab, create a report folder called Global Sales.
2. Switch to Classic, share the report folder visibility to everyone, by adding Public Group as All Internal Users with Viewer access, and then switch back to Lightning Experience.
3. Create a report called Pipeline for 120 days by Stage with the the following details:
   • Select Report Type as Opportunities
   • Set Opportunity Status to Open
   • Select Next 120 Days for Close Date filter
   • Remove all columns, then add Opportunity Name, Account Name, Amount, Opportunity Owner, Stage and Close Date to the report
   • Change the report format to Summary, with ...