Standard reports include standard objects and can not be customized.It also has different filters and all the reports can be customized as per users' requirements. Salesforce has visual tools that help to create and edit reports, where you can choose a type, a format, and all the necessary fields. Salesforce report presents a list of filtered records that can be used for organizations of all types and sizes.Įxample of Salesforce report How to create a Salesforce report Salesforce reports together with dashboards are a part of analytical tools that aims to provide you with the most relevant information about your data and make the information more user-friendly. Salesforce offers you some essential analytical tools to bring more benefits to your business. You can continue your journey and dive deeper by following the links in the Resources sections of this project.Nowadays when business becomes more tech-oriented and fast-paced, data analysis plays an increasingly important role. Finally, you created some reports and dashboards to monitor and analyze your business data. Next, you added business logic with the formula language and flow builder. You then customized the user experience by using drag-and-drop editors. You started by creating the simple data model and the default user interface for managing suggestions. You did it! You built a simple suggestions management app, all without a single line of code. Choose the donut chart and in the Value dropdown select Record Count.In the Report Search, look for Suggestions: By Status and select it.Click the +Component button to add a component.Type the Dashboard Name as Suggestions Dashboard and create it on the default Private Dashboards folder.Go to the Dashboards tab and click New Dashboard.Dashboards can show data in charts, gauges, tables, and metrics. Create a Dashboardĭashboards in Salesforce are like a dashboard in your car, showing you important information at a glance. The donut chart displays above the report results and shows the total number of open suggestions by status. Click the dropdown by the Edit button and then click Save.In the Chart Title type Suggestions Status and in Value dropdown, choose Record Count.Click the c hart properties gear icon and choose Donut chart.Click Save and then Save & Run which leads to the Report Results view click the Add Chart button to Add chart to this report.Click the Edit button, then in the Groups search, enter Status and select Status.Type Suggestions: By Status as the report name.From the Report Results view of the Suggestions: Status of Open Suggestions report, click the dropdown by Edit and choose Save As.Tabular reports don’t include charts, so let’s copy the report and make a Summary report. It’s often a good idea to give users a visual way to understand the data in your report. (If you don’t want this report to be accessible to everyone, create a folder and give different people different levels of access to it.)Ĭreate a Summary Report and a Report Chart For Folder, click Select Folder and select Public Reports so that everyone can access it.Click Save, and name your report Suggestions: Status of Open Suggestions.In the Filter by Status, change operator to not equal to and change Value(s) to Implemented. In Add filter search, enter Status and select Status. To make sure that you’re viewing only suggestions that still need to be implemented, select Filters.Note: You can also drag the fields from the Fields pane into the Columns section. Similarly, enter Number of Days Open in the Columns search and select Number of Days Open. Enter Status in the Add Columns search and select Status.In the preview screen, you can see the sample Suggestion records you created in previous steps. In the Report Builder, notice that the Suggestion Name field is already on the report.Under Optional Features, check Allow Reports. Click the arrow next to Suggestion and then click Edit. (If you don't see the Suggestions report type, go back to Setup and click Object Manager. In the Search Report Types, enter Suggestions and choose Suggestions.Select the Reports tab, click New Report. Click the app launcher and select Suggestion Box. ![]() ![]() You can use it to show column summaries, like sum, average, maximum, and minimum. A tabular report presents data in simple rows and columns, much like a spreadsheet. Start with a simple tabular report to show the number of suggestions received and the status of each one. ![]() ![]() These features make an app more useful by providing the business with valuable insights. The Suggestion Box app you created includes a Reports tab and a Dashboards tab, where you can create, edit, and run reports and dashboards.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |