Salesforce Reports & Dashboards in Lightning Experience

This online class is delivered by a live instructor and is specifically designed to teach administrators, business analysts or report writers how to utilize the basic and advanced analytic capabilities of the Salesforce Lightning Report Builder. This class is an alternative to the Reporting Fundamentals in Lightning Experience (RPX101) offered by Salesforce. 

Stony Point's Reports and Dashboards in Salesforce Lightning training course is recommended for new administrators, business analysts or report writers who are new to creating reports or dashboards within the Salesforce Lightning Report Builder.

A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through hands-on exercises to create tabular, summary, matrix and join reports. Students will learn advanced reporting functionality such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters and building custom report types. Finally, the student will learn how to create and run dashboards and schedule and email reports and dashboards.

Each student will be given a practice learning environment to participate in hands-on exercises during the class. The student will be able to use that learning environment indefinitely after the class without any additional fee.

Agenda

• Introductions / Overview
• Set up a Practice Site
• List Views
• Report Folders and Report Security
• Tabular Reports
• Summary Reports
• Matrix Reports
• Report Filters
• Report Charts
• Bucket Fields
• Custom Summary Fields
• Exporting Report Data
• Custom Report Types
• Subscribing to Reports
• Joined Reports
• Dashboards

Prerequisites

• None; some experience using Salesforce Classic or Lightning is helpful but not required

Format

• In-person
• Virtual