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Teach Yourself VISUALLY Salesforce.com, 2nd Edition by Justin Davis, Kristine Curington, Dan Streetman

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CHAPTER 5

Configuring Reports and Dashboards

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You can use reports to summarize the data in Salesforce records, and share these summaries across your organization. Dashboards display a collection of up to 20 charts, called components, which further summarize the data in reports.

Understanding Report Formats

Create a Leads Report

Create a Contacts & Accounts Report

Create an Opportunity Report

Add Leads to a Campaign

Create Report Charts

Create a Custom Report Type

Schedule Reports

Create a Campaign Report

Summarize Report Data

Create a Joined Report

Export Reports to Excel

Add Grouping to Reports

Create a Report Formula

Understanding Dashboard ...

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