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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

Refreshing dashboards

Dashboards are not the same as reports. When you open a report, the report data will be generated based on current data. On the other hand, for dashboards, when you open a dashboard, it will show the data as of the latest dashboard refreshed by any users or by a schedule.

All users able to view the dashboard will be able to refresh the dashboard by simply clicking on the Refresh button after opening the dashboard. Even users who do not have permission to edit the dashboard are able to refresh the dashboard. Once refreshed, the other user that sees the dashboard will be based on latest refreshed data.

Notice that in the following screenshot, information under the dashboard title will show us the data used for the dashboard, ...

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Publisher Resources

ISBN: 9781788297387