1 - Introducing the Course
2 - Reports Tab, Folders, and Formats
Navigate the Reports Tab to Find Suitable ReportsCreate Custom Folders in Classic to be Used in LightningDescribe the Different Formats of ReportsRun and Modify Existing Reports
3 - Using the Report Builder
Establish a Report Building ProcessNavigate the Report BuilderCreate Custom Reports Using a Standard Report TypeUse Filters and Filter LogicExport Your Report
4 - Summarizing Your Data
Understand the Difference Between a Summary and Matrix ReportUse Bucket Fields to Segment Your DataUse Custom Summary Formulas to Perform Calculations on Your Report Data
5 - Getting More Insight from Your Data
Add Conditional Highlighting to a ReportCreate Charts to Display Summary DataSchedule and Email a Report to Run
6 - Dashboards
Articulate What a Dashboard IsUnderstand the Benefits of Creating Dashboards in LightningCreate a Dashboard Using the Dashboard Builder
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.
Prior experience with Salesforce and developing reports in Salesforce Classic
is highly recommended, but not required.