Step By Step
Reports & Dashboards | |
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Report A report returns a set of records that meets certain criteria, and displays it in organized rows and columns Data can be filtered, grouped, and displayed graphically as a chart Dashboard A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages Snapshot of key metrics and performance indicators for the organization |  |
Dashboard Component Each dashboard can have up to 20 components in 3 columns Each dashboard component has a source report that filters the data to display Reporting Folder Place where reports and dashboards are stored Controls who has access to which reports and dashboards. |  |
Notes about folders & accesses |
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•There are 2 types of folders : report folders & dashboard folders. It is impossible to have both reports and dashboards in the same folder. •Visibility is managed at folder level: if you have access to a folder, you will have access to all dashboards in this folder. |
Folder accesses management | |
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Each GBU has: → 1 report folder to store reports created by GBU users → 1 report foler to store source reports of GBU dashboards → 1 dashboard folder to store dashboards specific to the GBU. Each user of the GBU will access those 3 folders.
There is also Cross GBU folders (source reports and dashboards) to store dashboard used by all GBUs. All users have access to those folders. |
Definitions: Types of Reports | |
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Tabular Report Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row Summary Report Summary Reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts Matrix Report Matrix Reports are similar to summary reports but allow grouping and summarizing data by both rows and columns |
Illustration of the different report types | |
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Viewing a Dashboard | |
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Click on the Dashboards tab and select to view a Dashboard name. |  |
Refreshing a Dashboard | |
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Dashboards do not dynamically refresh to show the latest data. You need to Refresh your Dashboard to see the current data represented in the charts by clicking on the Refresh button.
The display on the right hand side of the screen shows you the last time the Dashboard was refreshed.
Note that if you refresh a Dashboard, it refreshes automatically for all users who have access to it. |
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