Salesforce Analytics Overview Cheatsheet
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GETTING STARTED WITH SALESFORCE
REPORTS AND DASHBOARDS
Summary
Salesforce provides a
powerful suite of reporting
tools to help you organize
view and analyze your data
This tip sheet introduces the reporting and dashboard features explains how they work together and
points to video tutorials and help topics to get you started
Overview
Salesforce Reports and Dashboards can be summed up in just two sentences Report types are the templates
from which users build reports which organize data and are shared via folders Reports are also the source
for dashboard components which visually display data in dashboards which are also shared via folders
Okay two rather long sentencesbut thats it in a nutshell If you understand these relationships youre
already off to a great start
How Do the Pieces Work Together
Salesforce Reports and Dashboards consists of several integrated parts
Report Types
A report type defines the set of records and fields available to a report based on the relationships
between a primary object and its related objects Reports display only records that meet the criteria
defined in the report type Salesforce provides a set of predefined standard report types administrators
can create custom report types as well
For example an administrator can create a report type that shows only job applications that have an
associated resume applications without resumes wont show up in reports using that type An
administrator can also show records that may have related recordsfor example applications with
or without resumes In this case all applications whether or not they have resumes are available to
reports using that type
Last updated March
Getting Started with Salesforce Reports and Dashboards
Getting Started
Reports
A report returns a set of records that meets certain criteria and displays it in organized rows and
columns Report data can be filtered grouped and displayed graphically as a chart Reports are stored
in folders which control who has access
Dashboards
Administrators control access to dashboards by storing them in folders with certain visibility settings
Dashboard folders can be public hidden or restricted to groups roles or territories If you have access
to a folder you can view its dashboards
Follow a dashboard in Chatter to get updates about the dashboard posted to your feed
Each dashboard has a running user whose security settings determine which data to display in a
dashboard If the running user is a specific user all dashboard viewers see data based on the security
settings of that userregardless of their own personal security settings For dynamic dashboards
you can set the running user to be the loggedin user so that each user sees the dashboard according
to his or her own access level
Folders
A folder is a place where you can store reports dashboards documents or email templates Folders
can be public hidden or shared and can be set to readonly or readwrite You control who has access
to its contents based on roles permissions public groups and license types You can make a folder
available to your entire organization or make it private so that only the owner has access
Reporting Snapshots
A reporting snapshot lets you report on historical data Authorized users can save tabular or summary
report results to fields on a custom object then map those fields to corresponding fields on a target
object They can then schedule when to run the report to load the custom objects fields with the
reports data Reporting snapshots enable you to work with report data similarly to how you work
with other records in Salesforce
For example a customer support manager could set up a reporting snapshot that reports on the open
cases assigned to his or her team everyday at PM and store that data in a custom object to build
a history on open cases from which he or she could spot trends via reports Then the customer support
manager could report on pointintime or trend data stored in the custom object and use the report
as a source for a dashboard component
Getting Started
Check out the Reports Dashboards for Lightning ExperienceTrailhead module for an introduction to
dashboards and reports through a series of handson tutorials By the end of the trail youll have built a
sales manager dashboard with a few key components as well as their source reports Along the way youll
learn about features like filtering grouping and charting
