In this Salesforce tutorial we are going to learn about how to convert business requirements to Reports and Dashboards. At the end of this Salesforce Tutorials you will learn about Salesforce Reports, Salesforce Dashboards and What are the different Salesforce Reports, How to use Salesforce Report builder and what are the different Salesforce Dashboard components.
Salesforce Reports and Dashboards.
Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.
Salesforce Reports.
Salesforce Reports are used to generated data and display the data in the form of Rows and Columns with rule criteria. Every reports in Salesforce is stored in Folders. We can set folder to hidden, Shared, read-only or read/write. There are two types of Reports in Salesforce.
- Standard Reports.
- Custom Reports.
Standard reports : Standard Reports in Salesforce are the one created when an object is created and can not be modified.
Custom Reports : Custom reports in Salesforce are one created by admin for custom object. Custom reports are of four types they are.
- Tabular Reports.
- Summary Reports.
- Matrix Report.
- Joined Report.
Salesforce Dashboards.
Salesforce dashboards are pictorial representation of reports data which can be displayed using Graphs, Bar charts, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.
To represent Salesforce dashboards we have to use Dashboard components. Some of them are
| Charts | Gauges | Tables | Metrics |
| Scatter Chart | Funnel Chart | Donut Chart | Pie Chart |
| Line Chart | Vertical bar chart | Horizontal Bar Chart | Visualforce pages |
Salesforce Report Types.
Report types in Salesforce are the like a template or framework used by salesforce to get data from objects, relationships and fields. There are two types of reports types in Salesforce. They are
- Standard Report types and
- Custom Report Types.
Standard report types : Standard report types are the one provided by salesforce.com by default and stored in Standard report folder. There are number of Standard report types some of them are
| Accounts | Activities | Contacts |
| Call Center Reports | Campaign | Salesforce CRM Content |
| Leads | Opportunities | Pricebook |
| Products | Assets | Administrative Reports |
Conclusion
In this Salesforce training tutorial we have learned about Salesforce Reports and Dashboards and Report types in Salesforce. In our upcoming Salesforce tutorial we are going to learn about how to use report builder in Salesforce.