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

  • 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

  • Categorizing Data with Bucket Columns

    When you create a bucket column, you define multiple categories (buckets) used to group report values. Like any other column in your report, you can sort, filter, and group by bucket columns.

    Resource:
    Categorize Data with Bucket Columns - https://help.salesforce.com/articleView?id=reports_bucke...