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Home / Courses / Salesforce Reporting Fundamentals in Lightning Experience (RPX101)

Course Objectives

When you complete this course, you will be able to:

  • Work with standard reports. Establish a report building process. Build custom reports using different reporting formats in Lightning. Group and summarize reports in Lightning. Use field filters and filter logic. Add charts and conditional highlighting. Create dashboards in Lightning

Agenda

No Agenda Description available…

  • Navigate the Reports Tab to Find Suitable Reports
  • Create Custom Folders in Classic to be Used in Lightning
  • Describe the Different Formats of Reports
  • Run and Modify Existing Reports

  • Establish a Report Building Process
  • Navigate the Report Builder
  • Create Custom Reports Using a Standard Report Type
  • Use Filters and Filter Logic
  • Export Your Report

  • Understand the Difference Between a Summary and Matrix Report
  • Use Bucket Fields to Segment Your Data
  • Use Custom Summary Formulas to Perform Calculations on Your Report Data

  • Add Conditional Highlighting to a Report
  • Create Charts to Display Summary Data
  • Schedule and Email a Report to Run

  • Articulate What a Dashboard Is
  • Understand the Benefits of Creating Dashboards in Lightning
  • Create a Dashboard Using the Dashboard Builder
Tags
Applications Core Type: Core 0 Vendor: Salesforce Product Line: Business Skills
FREE

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Course Type: Instructor Led