About this course

Course code TPRPT-101
Duration 1 Day

Reporting Fundamentals is a must for all users who need to report on the data managed within their Salesforce instance. The course covers Salesforce's existing reports as well as the Salesforce reporting tool set, to teach you how to customize existing reports and create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is provided to help you analyse your business.

Prerequisites

  • The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses.

Who should attend?

  • Managers, business analysts and administrators who need to use Salesforce reports to analyse their data.

Delegates will learn how to

  • Work with standard reports
  • Establish a report building process
  • Build custom reports using different reporting formats
  • Group and summarize reports
  • Use field filters and filter logic
  • Add charts and conditional highlighting
  • Create dashboards

Outline

Reports Tab, Folders and Formats

  • Navigate the reports tab to find suitable reports
  • Create report and dashboard folders
  • Describe the different formats of reports.
  • Run and modify standard reports


Using the Report Builder

  • Understand the importance of a report building process
  • Explain what a report type is
  • Determine when to use a standard report versus a custom report using a standard report type
  • Print and Export your report


Getting more Insight from your Data

  • Add conditional highlighting to a report
  • Create charts to display summary data
  • Schedule and email a report to run


Dashboards

  • Articulate what a dashboard is
  • Understand the concept of the running user
  • Create a dashboard using the Dashboard Builder
  • Understand drill downs, snapshots and push alerts

1 Day

Duration
Salesforce
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

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