This lecture shows you how to create summary, tabular and matrix reports in Salesforce. You will also be introduced to filters, cross-filters, and various core functionalities in the report building process. I also demonstrate how to make the different types of reports in Salesforce, such as Summary, Tabular and Matrix reports.
This lecture shows you how to customize reports in Salesforce. I also demonstrate bucket fields.
In this lecture, I cover how to schedule reports to be generated and sent to a distribution list. I also cover how to subscribe to a report, which entails setting conditions that once met, will send you an email of the report.
This lecture covers common types of dashboards you will find in Salesforce. I also discuss and demo the various types of dashboard components that are available for use. You can go to appexchange.salesforce.com to search for and download various Dashboard apps to install in your own Salesforce or...