In this short, introductory lesson, I prepare you for the topics we will cover in the Analytics - Reports and Dashboards knowledge area.
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
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
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
