Salesforce Lightning Reporting and Dashboards

Summary

In this chapter, we worked with reports, including opening a report, searching for a report, and adding a report to favorites. You also learned how to navigate a report and discussed each component available when running a report.

We walked through the Reports tab, where we will be presented with the recently opened reports; click on the header to sort the reports, and there are a few menu options under Reports. Under the Reports category is the Folders category, where we can check the folder that you created, the folders shared with you, and all the folders you have access to.

Next, we also learned about the action menu which is available for each report. Where they are available depends on the user permission in general and user ...