Salesforce Reporting Basics
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Questions and Answers

What is the first step to save a personalized view of an existing report?

  • Click the dropdown arrow next to EDIT in the top right corner
  • Click on All Reports from the left pane (correct)
  • Choose Save As
  • Click on the report title

What action needs to be taken after clicking the dropdown arrow next to EDIT to save a new report?

  • Click 'Submit'
  • Select 'Save As' (correct)
  • Choose 'Rename Report'
  • Select 'Delete Report'

Which option must be selected to choose where to save a personalized report?

  • Select Folder (correct)
  • Set Permissions
  • Add to Favorites
  • Select Category

What should you do after clicking on 'New Report' in the Reports Tab?

<p>Choose a Report Type (A)</p> Signup and view all the answers

How can you see what changes will look like as the report is being built?

<p>By turning on 'Update Preview Auto..' toggle (B)</p> Signup and view all the answers

What must be done to filter the report after starting it?

<p>Select 'Filters' at the top of the left pane (C)</p> Signup and view all the answers

What feature allows you to add customizable columns to a report?

<p>Add Column field (D)</p> Signup and view all the answers

What should you check under the Details section after selecting a report type?

<p>The Objects this type will pull data from (A)</p> Signup and view all the answers

Flashcards

Finding existing reports

Searching for previously created reports to reuse or adapt.

Saving a report view

Creating a personalized copy of an existing report with changes.

Saving location for reports

Storing personalized reports in a 'Private Reports' folder.

Creating a new report

Building a new report from scratch if no suitable existing one is found.

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Report Type selection

Choosing the category of data the report will analyze.

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Adding report columns

Selecting the relevant fields to include in a report, displayed alphabetically.

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Filters in reports

Applying conditions or criteria to narrow data selection in a report.

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Dynamic report refresh

Enabling automatic report updates to see changes in real time.

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Study Notes

Searching Existing Reports

  • Search existing reports to avoid creating new ones if similar reports already exist.
  • Save a copy of a desired report to make changes.

Creating a New Report

  • Navigate to the "Reports" tab in Salesforce.
  • Click "New Report."
  • Choose a report type (e.g., "Customer Support Reports").
  • Browse for the needed report type.
  • Click a report type to review.
  • Identify data sources for the report type.
  • Add needed fields for the report.
  • Start the report.
  • Turn on auto preview update.
  • Customize report columns.
  • Save changes.

Saving a Personalized View

  • Click on the report title.
  • (Using the right corner dropdown menu) Select "Save As".
  • Rename the saved report.
  • Choose a report folder ("Private Reports").

Additional Notes

  • Use the "Add Column" field to select columns.
  • Use the "Filters" option to apply filters.
  • The filter options appear alphabetically.
  • Save to "Private Reports" unless you intend to share the report.
  • Edit reports by selecting "edit" in the upper right corner.

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Related Documents

Salesforce Reports Guide PDF

Description

This quiz covers the essential steps for searching existing reports, creating new reports, and saving personalized views in Salesforce. Test your understanding of the reporting process and the specific options available for customization.

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