In this lesson we work through creating a Custom Report Type.
Resource:
Create a Custom Report Type - https://help.salesforce.com/articleView?id=reports_defining_report_types.htm&type=5
In this lesson we review the four primary report formats available in Salesforce - Tabular, Summary, Matrix, and Joined.
Resource:
Choose a Report Format - https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=5
In this lesson, I create a custom object and a source report for a Reporting Snapshot. I then schedule the Reporting Snapshot to run.
In this lesson I walk through creating a Historical Trend Report.
Resource:
Historical Trend Reporting Help Article - https://help.salesforce.com/articleView?id=reports_historical_concepts.htm&type=5
