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Watch this video and more on Mike Wheeler Media +

Analytics - Reports and Dashboards Introduction

The Complete Salesforce Classic Administrator Certification Course • 1m 1s

Up Next in The Complete Salesforce Classic Administrator Certification Course

  • Creating and Customizing Reports

    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.

  • Creating Report Folders, Bucket Field...

    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.

  • Sharing Model Impact on Reports

    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.