The next Knowledge Area from the Exam Guide is Analytics - Reports and Dashboards. In this introductory lesson I discuss the topics covered in this Knowledge Area, such as the various report formats, dashboards, dashboard components and more.
This lecture covers how to create and customize reports. We cover filters, along with the different types of reports, demonstrating each:
Summary Reports
Tabular Reports
Matrix Reports
We also address scheduling and subscribing to reports.
In this lecture, I walk you through the process of creating report folders. I also demonstrate the creation of Bucket Fields in reports. We also discuss the different export options from a report.
Your Salesforce organization's Sharing Model can greatly impact the visibility of individual records and thus create data skew between different report viewers. This lecture explains the role that the Role Hierarchy plays in data visibility and the impact upon reports.
