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Joined Reports

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  • Joined Reports

    With up to five blocks, joined reports let you view different types of information in a single report. Each block shows data from one standard or custom report type.

    In this lesson we create a Joined Report.

    Create a Joined Report -

  • Cross Filters

    Use a cross filters to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.

    Filter Across Objects with Cross Filters - ...

  • Creating a Dynamic Dashboard

    Dynamic Dashboards enable you to choose who people view a dashboard as in Salesforce.

    Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience -