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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

Navigating to a report

When you open a report, what items can we customize in the report result without edit the report? The following screenshot is taken from a pipeline report in Lightning experience:

Let's start by looking all the components in a :

  1. Title: This is purely just the report title that is derived from report name, and when you change the report name, the title will automatically follow.
  2. Total Records: This is the number of records returned by the report. You can hide this by disabling Record Count under Settings (the gear icon), as shown in the preceding screenshot.
  3. Summarize: For each field's summarization, the total will be shown here. If a field has two summarize options configured, such as Sum and Average, you will see two values for the same field. You can hide these values from Settings (the gear icon) marked with number 10 in the preceding screenshot...
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