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Course Overview
In this course, students will learn how to utilize the basic and advanced analytic capabilities of the Salesforce Lightning Report Builder.
Who Should Attend
Salesforce Administrators, Business Analysts, and Report Writers
Course Objectives
- Introductions / Overview
- Set up a Practice Site
- List Views
- Report Folders and Report Security
- Tabular Reports
- Summary Reports
- Matrix Reports
- Report Filters
- Report Charts
- Bucket Fields
- Custom Summary Fields
- Exporting Report Data
- Custom Report Types
- Subscribing to Reports
- Joined Reports
- Dashboards
Course Outline
- Introductions / Overview
- Set up a Practice Site
- List Views
- Report Folders and Report Security
- Tabular Reports
- Summary Reports
- Matrix Reports
- Report Filters
- Report Charts
- Bucket Fields
- Custom Summary Fields
- Exporting Report Data
- Custom Report Types
- Subscribing to Reports
- Joined Reports
- Dashboards