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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

Report permissions

When we discussed the report and dashboard folders in the chapter earlier, you may have noticed that we talked about permissions to create report, to create report folder, and so on. Permission is the basic setting that controls the ability of a user to do things in Salesforce including reports and dashboards.

Before we start to create a report, we'll discuss a few permissions, which determine the ability of a user to run, create, edit, export, schedule, and subscribe reports in Salesforce.

Run reports

This is the basic permission needed to run a report. Without the Run Reports permission, you will not be able to run any report in Salesforce. When you try to click on the report, you will get an error...

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