Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781788297387
Length 402 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
Arrow right icon
View More author details
Toc

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

Summary

In this chapter, we worked with reports, including opening a report, searching for a report, and adding a report to favorites. You also learned how to navigate a report and discussed each component available when running a report.

We walked through the Reports tab, where we will be presented with the recently opened reports; click on the header to sort the reports, and there are a few menu options under Reports. Under the Reports category is the Folders category, where we can check the folder that you created, the folders shared with you, and all the folders you have access to.

Next, we also learned about the action menu which is available for each report. Where they are available depends on the user permission in general and user access related to the specific report.

You also learned about subscribing to a report. For report delivery to an email, you need to have permissions...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image