Reports - Salesforce
WEBReport and Dashboard Limits, Limitations, Allocations, and Technical... Data Cloud Reports and Dashboards. CRM Analytics. Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand fo...
Canned Reports vs. Ad-hoc Analysis: Which to Use and When …
WEBThe key difference between a canned report and ad-hoc report is reusability. For reports on data pertaining to a recurring set of specifications or corporate interests, you will want a prebuilt or “canned” report that you can easily create (and recreate) using your organization's BI tool.
Salesforce: Custom Report Types and When to Use Them
WEBFeb 15, 2021 · What are Custom Report Types? Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.
10 Advanced Salesforce Reporting Features
WEBJan 19, 2022 · What are advanced reporting features in Salesforce? These are the tricks Salesforce power-users should know to ultimately create the reports users need – even with challenging data models – in the most efficient and scalable way (with minimal additional configuration).
Reports and Dashboards Best Practice Guide - Salesforce
WEBMay 9, 2024 · Reports and dashboards are a key Salesforce feature that give you the data you need to see the big picture and make informed business decisions. Anyone at your organization with access to your Salesforce instance can make reports and dashboards, so the burden is not all on the Salesforce admin.
Reports & Dashboards for Lightning Experience - Trailhead
WEBDiscover how to visualize key business metrics in real-time and create impactful reports with Lightning Experience dashboards.
Analyze Your Data with Reports and Dashboards | Salesforce
WEBReports and dashboards are ideal for collaborating on measured goals, like meeting a quota or closing cases. It’s easy to loop in your team with feeds and subscriptions. Once your Salesforce admin turns on feed tracking for reports and dashboards, each report and dashboard features its own feed.
How Building My First Salesforce Report Changed My Entire …
WEBJul 6, 2021 · Salesforce Admin Courtney Coen shares her three favorite uses for reports and dashboards, plus provides insight into how to use them to help drive success at your company and pave the way for a successful technology career.
My Two Favorite Salesforce Reports - cloudkettle.com
WEBDec 2, 2014 · We discussed the usual canned reports that come with Salesforce, but I also included two custom ones that are slightly more complex to configure. One I call “Opportunities You Need to Know About”.
Boost Your Business Insights with Lightning Reports | Salesforce
WEBBoost Your Business Insights with Lightning Reports | Salesforce. Get to Know Lightning Reports and Dashboards. Learning Objectives. After completing this unit, you'll be able to: Phrase business needs as answerable reporting questions. Explain the difference between a report, dashboard, and report type. Accessibility.