CHAPTER 5

Configuring Reports and Dashboards

image

You can use reports to summarize the data in Salesforce records, and share these summaries across your organization. Dashboards display a collection of up to 20 charts, called components, which further summarize the data in reports.

Understanding Report Formats

Create a Leads Report

Create a Contacts & Accounts Report

Create an Opportunity Report

Add Leads to a Campaign

Create Report Charts

Create a Custom Report Type

Schedule Reports

Create a Campaign Report

Summarize Report Data

Create a Joined Report

Export Reports to Excel

Add Grouping to Reports

Create a Report Formula

Understanding Dashboard ...

Get Teach Yourself VISUALLY Salesforce.com, 2nd Edition now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.