Lightning Experience Productivity - Analyze Your Data with Reports and Dashboards

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Questions and Answers

What do reports and dashboards help you do?

Track your pipeline and cases, close deals, and see where your business is headed (correct)

Create and edit accounts and contacts

Track your email campaigns

Manage your tasks and events

Where can you create a new report in Lightning Experience?

On the Dashboards tab, click New Report

On the Accounts tab, click New Report

On the Analytics tab, select Create | Report (correct)

On the Reports tab, click New Report (correct)

Why is the report type important when creating a new report?

It determines the layout of the report

It determines the color scheme of the report

It determines the size of the report

It determines what fields and objects are available in your report (correct)

What happens when you make changes to a report while reading it?

The changes are saved only if you click Save Signup and view all the answers

How can you print a report in Lightning Experience?

Using your browser's print function or exporting the report as an xlsx file Signup and view all the answers

What is a dashboard in Lightning Experience?

A visual display of key metrics and trends for records in your org Signup and view all the answers

When do you build a dashboard in relation to building reports?

After building a few reports Signup and view all the answers

What is the purpose of the report builder in Lightning Experience?

To analyze data by grouping, filtering, and charting Signup and view all the answers

Where can you create a new dashboard from?

The Dashboards tab Signup and view all the answers

What is a common use case for reports and dashboards in Salesforce?

Collaborating on measured goals Signup and view all the answers

What happens when you click the collaborate button on a report or dashboard?

The feed for the report or dashboard is opened Signup and view all the answers

How do you share a dashboard widget with your team?

Expand the widget and click the share button Signup and view all the answers

What is the purpose of subscriptions in Salesforce?

To refresh reports and dashboards on a schedule Signup and view all the answers

What is a key benefit of using feeds and subscriptions in Salesforce?

Enhanced collaboration and alignment Signup and view all the answers

What is a dashboard in Salesforce comprised of?

Widgets that present data from source reports Signup and view all the answers

What is a prerequisite for using feeds and subscriptions in Salesforce?

Feed tracking turned on for reports and dashboards Signup and view all the answers

Study Notes

Discover Reports and Dashboards

Reports and dashboards provide insights into key business metrics, enabling pipeline and case tracking, deal closure, and business growth analysis.
Reports reveal information, while dashboards tell a compelling visual story using the revealed data.

Building a Report

To build a report, navigate to the Analytics tab, select Create | Report, or on the Reports tab, click New Report.
Choose a report type (e.g., Opportunities) to determine the available fields and objects.
The report builder allows grouping, filtering, and charting of data.

Reading a Report

While reading a report, changes aren't saved unless you click Save.
You can print a report using your browser's print function or by exporting it as an .xlsx file.

Building a Dashboard

A dashboard is a visual display of key metrics and trends for records in your org.
To build a dashboard, navigate to the Analytics tab, select Create | Lightning Dashboard, or from the Dashboards tab, click New Dashboard.
Dashboards consist of widgets, each presenting data from a source report as a table, chart, or metric.

Viewing a Dashboard

While viewing a dashboard, you can loop in your team with feeds and subscriptions.
Feeds allow mentioning people and groups, posting widget snapshots, and sharing dashboard widgets.
Subscriptions enable refreshing reports and dashboards, then automatically emailing them on a scheduled basis.

Collaboration

Feed tracking allows collaboration on measured goals, like meeting a quota or closing cases.
Subscriptions enable sharing reports and dashboards with team members on a scheduled basis.

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Description

Learn how to create reports and dashboards to track key business metrics and make data-driven decisions. Discover how to build reports and add dashboards to visualize your data.