Lightning Experience Productivity  - Analyze Your Data with Reports and Dashboards
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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?

    <p>The changes are saved only if you click Save</p> Signup and view all the answers

    How can you print a report in Lightning Experience?

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

    What is a dashboard in Lightning Experience?

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

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

    <p>After building a few reports</p> Signup and view all the answers

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

    <p>To analyze data by grouping, filtering, and charting</p> Signup and view all the answers

    Where can you create a new dashboard from?

    <p>The Dashboards tab</p> Signup and view all the answers

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

    <p>Collaborating on measured goals</p> Signup and view all the answers

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

    <p>The feed for the report or dashboard is opened</p> Signup and view all the answers

    How do you share a dashboard widget with your team?

    <p>Expand the widget and click the share button</p> Signup and view all the answers

    What is the purpose of subscriptions in Salesforce?

    <p>To refresh reports and dashboards on a schedule</p> Signup and view all the answers

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

    <p>Enhanced collaboration and alignment</p> Signup and view all the answers

    What is a dashboard in Salesforce comprised of?

    <p>Widgets that present data from source reports</p> Signup and view all the answers

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

    <p>Feed tracking turned on for reports and dashboards</p> 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.

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