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Reports & Dashboards for Lightning Experience 

  • Offered bySalesforce

Reports & Dashboards for Lightning Experience
 at 
Salesforce 
Overview

Visualize key business metrics in real-time using Lightning Experience

Duration

2 hours

Mode of learning

Online

Official Website

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Credential

Certificate

Reports & Dashboards for Lightning Experience
 at 
Salesforce 
Highlights

  • Earn a certification after completion
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Reports & Dashboards for Lightning Experience
 at 
Salesforce 
Course details

Skills you will learn
Who should do this course?
  • Salesforce administrators seeking to enhance their skills in data management and visualization
What are the course deliverables?
  • Understand the fundamentals of Lightning Experience interface
  • Learn how to create and customize reports tailored to specific business needs
  • Gain proficiency in building interactive dashboards for data visualization
  • Explore advanced features such as cross-filtering, bucketing, and formulas
More about this course
  • Reports and dashboards in Lightning Experience provide intuitive data visualization and analysis. Easily create, customize, and share dynamic reports with interactive dashboards, empowering users to make informed decisions
  • Access real-time insights, drill-down capabilities, and mobile compatibility for streamlined data management and enhanced productivity

Reports & Dashboards for Lightning Experience
 at 
Salesforce 
Curriculum

Get to Know Lightning Reports and Dashboards

Phrase business needs as answerable reporting questions

Explain the difference between a report, dashboard, and report type

Create Reports with the Report Builder

Use the drag-and-drop report builder

Explain what you can do on the Outline tab, Filter tab, and Fields panel in the report builder

Filter Your Report

Explain the value of the different types of report filters

Apply filters to your reports

Format Your Report

Describe report formats: tabular, summary, and matrix

Create a matrix report

Visualize Your Data with the Lightning Dashboard Builder

Explain the difference between report charts and dashboards

Create a dashboard and underlying report

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Reports & Dashboards for Lightning Experience
 at 
Salesforce 

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