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Salesforce Lightning Reporting and Dashboards
book

Salesforce Lightning Reporting and Dashboards

by Johan Yu
August 2017
Beginner to intermediate
402 pages
8h 32m
English
Packt Publishing
Content preview from Salesforce Lightning Reporting and Dashboards

Reports / Dashboards tab and menu

When you click on the Reports tab, by default, you will see a list of reports recently opened. In the left panel, you will find a menu with the following items:

  • Created by Me
  • Private Reports
  • Public Reports
  • All Reports

The following folders are present in the FOLDERS subsection:

  • Created by Me
  • Shared with Me
  • All Folders

If you have the permission to create report, you will see the New Report button at the top-right corner of this page.

To run a report, just click on the report name, and it will open the report. The report generated is live data pulled from your organization.

In the main panel, there are ...

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Publisher Resources

ISBN: 9781788297387