Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Up Next in Salesforce Certified Administrator - Lightning Experience - Part 4

  • Summary Formulas

    Before adding a summary formula to your report, be sure to group report data.

    Summary formulas in joined reports are just like summary formulas in standard reports, except they can apply to multiple blocks or just one. When you add a summary formula to a block, you specify whether it should appl...

  • Summarizing Data in Reports

    When you want to know sum, average, highest, or lowest value of a numeric column (like Amount, Age, or Probability), summarize the column. Summaries calculate subtotals for every group in a report, as well as a grand total for all report data.

    Resource:
    Summarize Your Report Data - https://help....

  • Subscribing to Reports

    Schedule and Subscribe to Reports and receive notifications that keep you informed about metrics you care most about without having to manually run reports.

    Resource:
    Schedule and Subscribe to Reports - https://help.salesforce.com/articleView?id=reports_subscribe_overview.htm&type=5

1 Comment