Lightning Experience Features - Explore Reports and Dashboards
18 Questions
0 Views

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to Lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What is the main feature of the redesigned Reports and Dashboards home pages in Lightning Experience?

  • They are more interactive and easier to navigate. (correct)
  • They are only accessible through mobile devices.
  • They require advanced programming skills to edit.
  • They no longer allow user customization.

How can users create new reports or dashboards from the Reports and Dashboards home pages?

  • By selecting New Report or New Dashboard. (correct)
  • Through the settings menu.
  • By clicking on the New File button.
  • By using the keyboard shortcut Ctrl + N.

What feature helps users quickly locate a report they were recently viewing?

  • Filtered lists. (correct)
  • The Search tab.
  • Custom bookmarks.
  • The Analytics dashboard.

What can be done by clicking the gear icon on the Reports and Dashboards home page?

<p>Select fields to display. (B)</p> Signup and view all the answers

What does the more actions menu provide access to?

<p>Editing, subscribing, or favoriting options. (A)</p> Signup and view all the answers

How can users modify the order of sorted columns on the Reports and Dashboards home page?

<p>By clicking on a column heading. (C)</p> Signup and view all the answers

What tool in Lightning Experience enhances the creation of dashboards?

<p>The dashboard editor. (A)</p> Signup and view all the answers

What does the option to create a folder on the home page allow users to do?

<p>Group related reports or dashboards for easier access. (B)</p> Signup and view all the answers

What is a unique feature of Lightning Experience dashboards in terms of column layout?

<p>They can feature up to nine columns. (D)</p> Signup and view all the answers

What action can be performed from the chart properties menu in Lightning Experience?

<p>Customizing dashboard widget colors. (A)</p> Signup and view all the answers

How can you adjust the size of a dashboard widget in Lightning Experience?

<p>By dragging the corners and sides of the widget. (C)</p> Signup and view all the answers

What feature is unique to the Lightning table dashboard widget?

<p>It offers enhanced data presentation capabilities. (D)</p> Signup and view all the answers

What is a benefit of viewing dashboards as other people in Lightning Experience?

<p>It provides insights into user-specific configurations. (D)</p> Signup and view all the answers

What functionality allows users to view key metrics without scrolling through a report?

<p>Floating report headers. (D)</p> Signup and view all the answers

What is the purpose of locking filters on a report run page?

<p>To prevent unwanted changes to crucial data. (D)</p> Signup and view all the answers

Which option is NOT a feature of the interactive dashboard widgets?

<p>Offering real-time collaboration features. (D)</p> Signup and view all the answers

In Lightning Experience, which of the following actions cannot be performed from the report's header tools?

<p>Changing filter criteria. (C)</p> Signup and view all the answers

What happens when you expand a dashboard widget in Lightning Experience?

<p>The widget displays additional data and details. (D)</p> Signup and view all the answers

Study Notes

Reports and Dashboards in Lightning Experience

  • Reports and Dashboards home pages are redesigned in Lightning Experience for easier access and creation
  • Users can build new reports and dashboards, create folders, and customize the tab layout
  • Reports and dashboards can be sorted by name, folder, creator, or last modified date
  • Columns can be resized by hovering over the border area and dragging the border
  • Text in a column can be clipped or wrapped from the column actions menu
  • The more actions menu provides quick access to edit, subscribe, or favorite reports and dashboards

Create Beautiful Dashboards

  • Lightning Experience introduces a new dashboard editor with a feature-rich editor
  • The dashboard editor allows adding widgets and filters, undoing or redoing edits, editing chart properties, and performing administrative tasks
  • Chart colors and dashboard theme (background color) can be customized from the chart properties menu
  • Dashboard widgets can be arranged by dragging them anywhere on the grid
  • Lightning Experience dashboards can have up to nine columns and unlimited rows
  • Dashboard widgets can span multiple columns and rows and can be resized by dragging corners and sides
  • The Lightning table is a new dashboard widget available only in Lightning Experience

Present and Share Information

  • Interactive dashboard widgets provide more information and link to data-supplying reports
  • View dashboards as other users with the option to choose whom to view the dashboard as
  • Refresh, edit, and collaborate on dashboards from the toolbar
  • View source reports by clicking on a widget's source report
  • Hover over charts to see more details and click on a chart segment or datapoint to open a filtered source report
  • Expand dashboard widgets to see a larger version

Interactive Charts and Filters

  • The report run page in Lightning Experience has new features to answer tough questions
  • The report run page header provides tools to edit, save, clone, and delete reports
  • Key metrics are displayed at the top of every report
  • Report headers float on both the X and Y axes for easy navigation
  • Groupings on the report format are easier to read
  • Report filters can be added, removed, and edited right from the report's page
  • Filters can be locked to share a report with specific data
  • Charts can be customized from the chart options menu

Compatibility Between Lightning Experience and Salesforce Classic

  • Reports and dashboards created in Salesforce Classic are compatible with Lightning Experience
  • Reports and dashboards created in Lightning Experience may have limited functionality in Salesforce Classic

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Quiz Team

Description

Learn about the redesigned reports and dashboards in Lightning Experience, making them more interactive, easier to navigate, and easier to edit.

More Like This

Use Quizgecko on...
Browser
Open
Browser
Browser