Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples.
As a system admin, I worked on Salesforce reports. Recently, the sales manager asked me to create the account’s annual revenue report. However, some account records fields are blank and include null values in the “Annual Revenue” field. To ensure the correct analysis, I need to create a Salesforce report with only records with non-null … Read more >>>
I recently created a sales performance report, which contains specific information about quarterly sales activities. The sales manager asked me to share this report with the sales team and upper management to discuss future plans. In Salesforce, we cannot share a single report directly. However, there are other ways to share a single report. In … Read more >>>
While working in a Sales team of an organization that uses Salesforce CRM, we used to regularly review the quarterly sales performance report. Recently, we had to create a report for a specific product category, and we checked that we already had a report similar to that. So, we decided to clone that report instead … Read more >>>
While working as a system admin for an organization that uses Salesforce CRM, the sales team informed me about an issue; when creating a sales report, they could not review and analyze it because of the large amount of data. The requirement was that the sales team wanted to filter out the data quarterly. To … Read more >>>
In Salesforce, we can create a lightning table dashboard component using a tabular report and a grouped report. In this Salesforce tutorial, we will learn about creating a Lightning Table dashboard component in Salesforce. We will learn what a lightning table dashboard component is, its uses, and what to consider while creating one. Additionally, we … Read more >>>
In Salesforce, the stacked bar charts can be used for the exact comparison between two or more values in a single bar. To use stacked bar charts, we must need at least two grouping fields in the report. The Stacked Bar Chart Dashboard can only be used in Salesforce Lightning. In this Salesforce tutorial, we … Read more >>>
In Salesforce, security is very important, and when we don’t want to show our records to another user or want to see only the current user’s records, then Salesforce gives functionality in the report to do so. In this Salesforce article, we are going to learn about filtering reports by current users in Salesforce, what … Read more >>>
In Salesforce, sometimes we want to compare one field value with another field; with the name of compare, you must want to know the difference between them and display a particular result after comparison. Compare field-to-field value filter only works in Salesforce Lightning. In this Salesforce tutorial, we are going to learn about field comparison … Read more >>>
We use contains as an operator that is used for the filter reports as per our requirements. When we want all records that hold a particular value, the value can be a string or number. That time, we can use a contains filter. In this tutorial, we will learn about the contains filter report, what … Read more >>>
In this Salesforce tutorial, we are going to learn how to create a user call activity report in Salesforce. We will understand the uses of this report and also discuss the method of creating this report in Salesforce Lightning and Salesforce Classic edition. While working as a System administrator for an organization that uses Salesforce … Read more >>>
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