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Salesforce.com Customization Handbook by Sagar Pareek, Rakesh Gupta

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Chapter 8. Reports and Dashboards in Salesforce

In the previous chapter, we discussed various ways of managing data for your organization. We explored the import wizard, data loader, and various data management operations in Salesforce. We also discussed Sandbox management in Salesforce. In this chapter, we will discuss various concepts related to reports and dashboards in Salesforce. We will also discuss various ways to share reports and dashboards in Salesforce. The following topics will be covered in this chapter:

  • Report types
  • Different types of reports
  • Dashboard components and their types
  • Exporting a report
  • Using various methods to share reports and dashboards
  • Hiding unused report types
  • Exporting reports without footers
  • Floating headers in summary ...

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