August 2017
Beginner to intermediate
402 pages
8h 32m
English
Content preview from Salesforce Lightning Reporting and Dashboards
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The Custom Report type
A report type defines the set of records and fields available to a report. The source of a report type can be only from an object, or it can include related objects. The report type also determines only those records that meet the criteria defined in the report displayed in it.
When the standard report types provided do not meet your reporting needs, your admin can create a custom report type. The custom report type supports multi-level object relationships, defined from the parent level object as the Primary object and related to the child object and grandchild object, not the other way.
Let's look at an example--you have an object relationship of Customer > Claim > Claim Payment; in this relationship, you can build ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.