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Salesforce Lightning Reporting and Dashboards

You're reading from   Salesforce Lightning Reporting and Dashboards Create, customize, and manage your Salesforce reports and dashboards in depth with Lightning Experience

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Table of Contents (13) Chapters Close

Preface 1. Fundamentals of Salesforce Reports and Dashboards FREE CHAPTER 2. Concepts and Permissions in Reports and Dashboards 3. Implementing Security in Reports and Dashboards 4. Creating and Managing Reports 5. Understanding Report Types 6. Advanced Report Configuration 7. Adding Charts in Reports and Pages 8. Working with Reports 9. Building Dashboards in Lightning Experience 10. Learning Advanced Dashboard Configuration 11. Advanced Tips and Tricks for Reports and Dashboards 12. Dashboards and Reports in the Salesforce1 Mobile App

Securing private reports and dashboards

Private Reports are reports that are accessible to the report owner only (the user who creates the report) regardless of the user role or profile. The same also applies to Private Dashboards.

In Chapter 2, Concepts and Permissions in Reports and Dashboards, we explained that your admin may be able to access your private reports and dashboards. This is possible when the setting for Administrators Can Log in as Any User is enabled--the setting is located under the Login Access Policies setup. You can imagine this similar scenario with your office email, which can be accessed by the email server admin--they should not do this unless it is necessary and this activity is logged.

Users with the permission to create reports or create dashboards will be able to store the reports and dashboards that they create in their private folder. For reports...

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