Salesforce ReportingTraining

Introduction to reporting – creating, filtering & visualising reports in Salesforce

The Lightning Report Builder is a powerful, intuitive tool for analysing your Salesforce data. In this session you learn how to group, filter and summarise records. To get a visual overview of your data, you add a report chart. You then learn how to run a report to see the full result.

• Use cases & prerequisites for reporting
• Salesforce standard reports
• Customisation options for an existing report
• Creating a report
• Grouping a report
• Filters in reports
• Exercise – checking lead quality
• Report charts
• Exercise – visualising a report
• Reports & Chatter, subscribing to reports
• Further functions of an existing report

Advanced reporting – formulas, calculations & groupings in Salesforce reports

In this session you learn how to use features such as bucket fields or formulas in reports to aggregate and calculate information that is not available in the source data. First, basic mathematical functions (sum, average, minimum or maximum) are available that you can apply to numeric columns. Second, we show you how to write a formula to run advanced logic or more complex mathematical calculations. PREVGROUPVAL and PARENTGROUPVAL are two types of special summary formulas that are particularly useful when building reports.

• Grouping a report
• Bucket fields in reporting
• Exercise – reporting on your own sales pipeline
• Formula fields
• PARENTGROUPVAL & PREVGROUPVAL
• Exercise – calculating each sales rep's share of the total amount
• Q&A – Questions & Answers

Reporting on historical trends

In addition to standard, up-to-the-minute reporting on the current state of your business, you can analyse the daily and weekly changes & developments in opportunities, cases and custom objects. In this session you learn how to track changes over specific periods with historical trend reports and how to build reports on historical data using Reporting Snapshots.

• Historical trend reports
• Exercise – reporting on case history
• Reporting Snapshots
• Exercise – analysing opportunity history
• Tips for working with snapshots
• Q&A – Questions & Answers

Creating and using dashboards

Dashboards give you visual insight into your business data, so you can base your decisions on the real-time data you have gathered with reports. In this session you learn how to create dashboards, which charts you can use, and how to filter and subscribe to a dashboard. You also learn how to embed dashboards as a Lightning component and which further functions a finished dashboard provides.

• Creating a dashboard & dashboard properties
• Adding a component
• Available components
• Exercise – building a sales dashboard
• Dashboard filters
• Exercise – filtering the sales dashboard
• Viewing reports & enlarging components
• Dashboards & Chatter, subscribing, dashboard filters
• Dashboards as Lightning components
• Q&A – Questions & Answers

Managing custom report types & controlling access to reports & dashboards

Use report and dashboard folders to organise and share your reports and dashboards. In this session you gain a deeper understanding of the access levels for report and dashboard folders. You also learn how to create custom report types to give reporting users maximum flexibility when building reports, and how to handle the administrative settings for reporting & dashboards.

• Access to reports & folder sharing
• Exercise – setting up a folder structure for the service team
• Data visibility & profile settings
• Creating custom report types
• Exercise – creating a report type for the customer service team
• Available reports & administrative settings
• Q&A – Questions & Answers