what you will learn

Fundamentals of Salesforce Reports and Dashboards Salesforce Lightning Experience Navigating to reports and dashboards Reports / Dashboards tab and menu Types of report format The Tabular report format The Summary report format The Matrix report format The Joined report format Working with report filters Field filter The Filter Logic The Cross Filter The Row Limit filter Filtering by Role Hierarchy Filtering by Relative Date Filtering by clicking on a chart The Lock Filter Understanding Report Types Report type categories Standard Report Type Custom Report type Adding Charts in Reports and Pages Types of charts in reports The Horizontal Bar chart The Vertical Bar chart The Stacked Horizontal Bar chart The Stacked Vertical Bar chart The Line chart The Donut chart The Funnel chart The Scatter chart Embedding a report chart in an object page Opening a report The Reports tab The Reports menu The Folders menu adding an item to favorites Subscribe to Reports: Add Recipients Subscribe to Reports: Set Running User Building Dashboards in Lightning Experience Dynamic dashboards The Dashboards tab Navigating to a dashboard Dragging and dropping in the Dashboard Builder Refreshing dashboards Scheduling a dashboard refresh Creating your dashboard The dashboard components dashboard filters Dashboards and reports drill down Report dashboard from app exchange Advanced Tips and Tricks for Reports and Dashboards Dashboards and Reports in the Salesforce1 Mobile App The report and dashboard folder Export reports Creating and customizing dashboards permission Run reports permission Manage dynamic dashboards permission View My Team's Dashboards permission Schedule dashboards Securing private reports and dashboards Using Unfiled Public Reports Using public reports and dashboards Report folder permissions Dashboard folder permissions