Salesforce Lightning Reporting and Dashboards

Advanced Report Configuration

You learned about report types in detail in Chapter 5, Understanding Report Types. In that chapter, we introduced what a report type is and why the report type is so important for building reports. We also discussed the report type category, standard report type, custom report type and ended with a hands-on exercise to create a custom report type, extend a custom report type, and apply it by creating a new report.

In this chapter, we will onto bucket fields and custom summary formula. It is not like a report type, where you have to select a report type when creating a report, but bucket fields and custom summary formulas are optional; you may use or not use them. But in many scenarios, we can take advantage of ...