Reports and Dashboards

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7 Terms

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Report

A Salesforce feature used to summarize, organize, and present database information in a useful format.

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Report Purpose

Helps businesses analyze and understand their stored data.

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Dashboard

A visual display of important metrics and trends from records in a Salesforce organization.

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Dashboard Component

A visual element on a dashboard that displays information from a single source report.

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Dashboard and Report Relationship

Each dashboard component has a 1:1 relationship with its source report. Each component has one source report.

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Reports vs. Dashboards

Reports display organized data, while dashboards visually display key metrics and trends.

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Report Output

Reports present information from data stored in the database.