Salesforce: Reports and dashboards for Lightning Experience
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14 Terms
What is report?
A list of records (like opportunities or accounts) that meet the criteria you define. But reports are much more than simple lists. To get the data you need, you can filter, group, and do math on records. You can even display them graphically in a chart!
Where are reports stored?
In folders
What is report type?
Like a template with objects and sometimes related objects.
What is a dashboard?
A visual display of key metrics and trends for records in your org. Each dashboard widget is based on a single source report.
Vilken dashboard bör man använda om man är orolig över access?
Dynamic dashboards
Hur skapa rapport?
Skriv “Reports” under App Launcher och sen “New Report” och välj typ och sen kan du filtrera osv.
Vilka rapportformat finns?
Tabular, Summary och Matrix
Vad används Tabular för?
Göra en lista
Vad används matrix för?
Group and summarize, by row and column
Vad används summary för?
Group and summary
Note 
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