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. | Access to folders is managed with Public Groups only.
•Easiest way to manage accesses •Reduce the risk for user to not be able to access dashboard they should view. •No need for CRM champions/GBU data steward to ask for access for each new user creation (automatic access based on role defined at user creation) Thus, each GBU have to fill in an Excel document to provide : Public group to create and folder access for those public groups. |
Folder accesses management | |
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How to build your Public Groups ?
Those public group must contains only ROLES. Let’s take an example, Novecare wants to create a public group to give access to people in charge of Quality: |  |
Give accesses to public groups :
Once you have defined your public groups, you need to associated them to 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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