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Mike Wheeler has taught over 150,000 students how to use the Salesforce platform and pass a multitude of Salesforce Certification Exams.
In this lecture, I show the new look of Reports in Lightning Experience. We visit some of the reports that are available from the different apps that I installed from the AppExchange in the previous lecture. I show you how to modify reports, adjust filters, add column and row groupings, and more.
Custom Report Types enable you to report on 3 or 4 related objects. This lecture goes through the example of reporting on accounts with contacts and cases. We then run through cross-filters and grouping in reports.