Lesson

Reporting (5%)

Reporting (5%)

Objectives of this section

  • Describe the features and capabilities available when creating reports, report types, and dashboards.

Describe the features and capabilities available when creating reports

Describe the features and capabilities available when creating report types

Describe the features and capabilities available when creating dashboards

Review

 

Comments

  1. Betty-Fleur Peralta

    I spent some time to figure out where the Conditional Formatting “button” was… eventually it’s quite discrete at the bottom right of the report same line as toggles. Just saying 🙂

  2. Admir

    Could you please explain what is meant by, “Dashboard places can be set for numbers in dashboard charts, tables, and metrics.” Thanks!

    1. Ian

      Hi Admir, we apologize for the typo. It’s supposed to be “Decimal numbers” instead of “Dashboard places”. We’ll have the section updated.

    1. Ian

      Hi Pons, their documentation does not provide information on why such field types are not supported. Such as each report supporting only 1 row-level formula, for example, they could probably be features that will only be supported or upgraded in a future release.

        1. Ian

          Hi Akshay, the detailed documentation about Joined Reports says otherwise. You can create joined reports in Lightning Experience. You can also create a joined report in Classic and continue editing the report in Lightning Experience, and vice versa.