Live Chat
Monday - Friday 8am - 6pm EST Chat Now
Contact Us
Monday - Friday 8am - 8pm EST 1-866-716-6688 Other Contact Options
Checkout

Cart () Loading...

    • Quantity:
    • Delivery:
    • Dates:
    • Location:

    $

Reporting Fundamentals (RPT-101)

Reporting Fundamentals is a must for all users who need to report on the data managed within their Salesforce instance.

GK# 7258

Course Overview

TOP

Reporting Fundamentals is a must for all users who need to report on the data managed within their Salesforce instance. The course covers Salesforce’s existing reports as well as the Salesforce reporting toolset, designed to help you customize existing reports and create your own reports. Information on building dashboards and enhancing your reports using formulas and filters is provided to help you analyze your business.

Schedule

TOP
  • Delivery Format:
  • Date:
  • Location:
  • Access Period:

$

What You'll Learn

TOP
  • Work with standard reports
  • Establish a report building process
  • Build custom reports using different reporting formats
  • Group and summarize reports
  • Use field filters and filter logic
  • Add charts and conditional highlighting
  • Create dashboards

Outline

TOP
Viewing outline for:

Classroom Live Outline

  • Reports Tab, Folders and Formats
  • Navigate the reports tab to find suitable reports
  • Create report and dashboard folders
  • Describe the different formats of reports.
  • Run and modify standard reports Using the Report Builder
  • Understand the importance of a report building process
  • Explain what a report type is
  • Determine when to use a standard report versus a custom report using a standard report type
  • Print and Export your report Summarize Your Data
  • Understand the difference between a Summary and a Matrix Report
  • Use bucket fields to segment your data
  • Use custom summary formulas to perform calculations on your report data Getting more Insight from your Data
  • Add conditional highlighting to a report
  • Create charts to display summary data
  • Schedule and email a report to run Dashboards
  • Articulate what a dashboard is
  • Understand the concept of the running user
  • Create a dashboard using the Dashboard Builder
  • Understand drill downs, snapshots and push alerts

Who Should Attend

TOP
  • Sales Managers
  • Service Managers
  • Business Analysts
  • Business Administrators
Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 1 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 1 day

Request this course in a different delivery format.
Enroll