Course:

Course Description

Reporting Fundamentals in Lightning Experience is a must for all users who need to report on the data managed within their Salesforce instance. This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is also provided to help you better analyze your business.

Outline

Reports Tab, Folders, and Formats

Navigate the Reports Tab to Find Suitable Reports
Create Custom Folders in Classic to be Used in Lightning
Describe the Different Formats of Reports
Run and Modify Existing Reports

Using the Report Builder

Establish a Report Building Process
Navigate the Report Builder
Create Custom Reports Using a Standard Report Type
Use Filters and Filter Logic
Export Your Report

Summarizing Your Data

Understand the Difference Between a Summary and Matrix Report
Use Bucket Fields to Segment Your Data
Use Custom Summary Formulas to Perform Calculations on Your Report Data

Getting More Insight from Your Data

Add Conditional Highlighting to a Report
Create Charts to Display Summary Data
Schedule and Email a Report to Run

Dashboards

Articulate What a Dashboard Is
Understand the Benefits of Creating Dashboards in Lightning
Create a Dashboard Using the Dashboard Builder

Audience

Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

What You Will Learn

Work with standard reports.
Establish a report building process.
Build custom reports using different reporting formats in Lightning.
Group and summarize reports in Lightning.
Use field filters and filter logic.
Add charts and conditional highlighting.
Create dashboards in Lightning.

RPX101: Reporting Fundamentals in Lightning Experience