How to create reports and dashboards in salesforce

How do I create a dashboard in Salesforce?

What are reports and dashboards in Salesforce?

Dashboard is the graphical representation of the data generated by a report or multiple reports. Dashboard component types can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.

What kind of reports can be used in a Salesforce dashboard?

Types of Reports in Salesforce:
  • Tabular: This is a basic and simple form of a report which displays records in a tabular format.
  • Summary: Summary reports are mostly used to group rows of data.
  • Matrix: Matrix report is similar to summary report.
  • Joined Reports:
  • Fields:
  • Filters:
  • Preview:

How many reports can go on a Salesforce dashboard?

We can add maximum of 20 components (reports) in a dashboard.

What is difference between report and dashboard in Salesforce?

A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. Like reports, dashboards are stored in folders, which control who has access.

What’s the difference between report and dashboard?

A report is a more detailed collection of tables, charts, and graphs and it is used for a much more detailed, full analysis while a dashboard is used for monitoring what is going on.

How many types of reports are there in Salesforce?

The four types of Salesforce reports are Tabular, Matrix, Summary, and Joined. They will allow your Salesforce administrator to pull, send, and review the data in your Salesforce account in different formats. Below, we’ll expand on what each type of report is and how it displays the data.

What do reports do in Salesforce?

A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

Is Salesforce a reporting tool?

Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service.

How many types of dashboards are there in Salesforce?

There are four types of dashboard components in Salesforce.

Can you use standard reports when creating dashboards Salesforce?

Dashboards in Salesforce are a real-time visualization of Salesforce reports. You can create a dashboard item based on standard reports already in Salesforce (meaning you don’t even have to create a report first) or based on customized reports that you create.

How Do joined reports work in Salesforce?

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.

What is dynamic dashboard in Salesforce?

Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.

Who can see private reports in Salesforce?

If you save an item to your Salesforce Personal Folder, it cannot be seen by anyone, including Salesforce system administrators. The four Salesforce Personal Folders are: “My Personal Reports”, “My Personal Dashboards”, “My Personal Email Templates”, and “My Personal Documents”.

How do I query a private report in Salesforce?

Locate Reports and Dashboards Stored within Personal or Private Folders
  1. Ensure “Enhanced Folder Sharing ” has been activated for the organization in question.
  2. Enable the “Manage All Private Reports and Dashboards” profile perm for the Profile of the user performing the search.

Can Admin see private reports in Salesforce?

Salesforce Admins currently have no way of accessing Users Personal Reports, Dashboards, and Folders.

How do I move a personal report in Salesforce?

To do this:
  1. Click on: Setup | Administration Setup | Manage Users | Public Groups.
  2. Click “New”.
  3. Give the group a name (the name of the user), and then search Users to add the user to the group.
  4. Click “Save”.

How do I create a folder in Salesforce?

Here are some simple steps to follow in making a new folder.
  1. Open the Salesforce Studio.
  2. Click on the Overview tab.
  3. Hit the All Site Content view under the Type Site list.
  4. Click on Create New Folder.
  5. Enter the new folder’s name.
  6. Hit Create.

Which statement about report folders is true?

Which statement is true about Report Folders? The only way a System Administrator can get into another user’s personal report folder is if they are able to log in as that user and then navigate into it, so they can’t technically access a user’s personal folder directly.