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Lesson 225 - Analytics Management with Reports and Dashboards

NEW - Salesforce Certified Administrator 2021 (Updated June 29, 2021) • 1m 36s

Up Next in NEW - Salesforce Certified Administrator 2021 (Updated June 29, 2021)

  • Lesson 226 - Creating a Tabular Report

    In this lesson, I create a Tabular report of all accounts owned by me that have been created in the past week.

    Resource:
    Choose a Report Format - https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=0

  • Lesson 227 - Creating a Summary Report

    In this lesson, I create a Summary report by changing our previously created Tabular report and grouping by row.

    Resource:
    Choose a Report Format - https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=0

  • Lesson 228 - Adding a Chart to a Summ...

    In this lesson, we add a chart to our Summary report.

    Resource:
    Add a Chart to a Report - https://help.salesforce.com/articleView?id=sf.reports_builder_charts.htm&type=5