Salesforce.com Certified Administrator

Analytics
Describe the administrative restrictions on Standard Reports
Each dashboard has a running user, whose security settings determine which data to display in a dashboard.
All users with access to the folder see the same data, regardless of their own personal security settings.
The running user's security settings only apply to the dashboard view. Once a user drills down into a source
report or detail page off the dashboard, the user will view the data based on his or her normal security
settings.
For example, suppose a system administrator with the “Modify All Data” permission is the running user
for our recruiting dashboard. In this case, every recruiting-related record is counted in all of the report
totals on our dashboard, including users who'd normally be restricted from viewing certain records (like
those assigned to the Standard Employee profile). Although those users would be able to see the summary
data for all records in the dashboard, if they navigated to the source reports, they'd see just the records
they have access to.
When you're designing a dashboard, keep the dashboard's audience in mind. Ask whether any of the
information is sensitive and how much you want them to see. If you do give a user access to dashboards
that include more data than he or she normally has permission to view, be sure to communicate that they
might see different values when they click through the dashboard to view the associated reports. And if
you need to restrict a dashboard from certain users, just save it to a restricted-access folder.
Run a Standard Report

Glossary
Downloadable User Guides

Run a Report | Salesforce
Run a Report
To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. If you’re already viewing a report, click Run Report to run it immediately or schedule a future run. In Lightning Experience, the Run Report button only appears after you save a report
Create a Custom Report
Users with the “Manage Custom Report Types” permission can define custom report types that extend the types of reports from which all users in their organization can create or update custom reports. 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 pre-defined standard report types; administrators can create custom report types as well.
Users with the “Manage Reporting Snapshots” permission can create and schedule 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 object's fields with the report's data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.


To create a new custom report using the custom report wizard:
From the Reports tab, choose the Create New Custom Report button.
Select the type of data for the report, and click Next.
To create reports on custom objects, choose the Other Reports report type category unless the custom object has a relationship with a standard object. When the custom object has a master-detail relationship with a standard object, or is a lookup object on a standard object, select the standard object for the report type category instead.
Choose the report format.
Follow the steps of the wizard using the Next button. For each report, customize the following:
Specify Row and Column Headers: On the Select Grouping page for summary and matrix reports, choose the fields by which you want to group and subtotal the data. In a summary report, choosing more than one sort field allows you to subsort your data. For matrix reports, select summary fields for the row labels and column headings. When grouping by a date field, you can further group the data by a specific time period such as days, weeks, or months.
Note
On the Select Grouping page, if you set Group Dates By to "Calendar Month in Year" or "Calendar Day in Month," you won't be able to drill down to those date groupings in reports or dashboards. Users are taken to the unfiltered report instead.
Summarize Data: On the Select Columns to Total page, choose the types of summary information to display for numeric fields.
Build Custom Summary Formulas: On the Select Columns to Total page for summary and matrix reports, create custom summary formulas to calculate additional totals based on existing report summaries. A formula is an algorithm that derives its value from other fields, expressions, or values. See Build a Custom Summary Formula.
Choose Fields: On the Select Columns page, choose the fields to display in the report. You can display only those fields that are visible in your page layout and field-level security settings. If you choose the Description field or any other long text field, only the first 255 characters are displayed.
Only the first 254 characters in a rich text area or a long text area are displayed in a report.
Order Columns: On the Order Columns page, select the order for displaying the chosen fields.
Limit Report Results: On the Select Criteria page, choose the appropriate settings from the drop-down lists, then use the filter options filter options to limit the report to records with specific data.
The report wizard supports up to 10 filters. On reports with more than 10, additional filters are dropped and the report shows an error for any filter logic.
Tip
To use a tabular report on a dashboard, first limit the row count, by setting the Rows to Display option, the sort column, and the order on the Select Criteria page of the report. You can't use gauge or metric components on dashboards using tabular reports.
Chart Settings: On the Select the Chart Type and Report Highlights step of the report wizard, set chart properties to display your report data in a chart. Charts are available only for summary and matrix reports.
Click Run Report to view the report, or click Export Details to save the report as an Excel file or other format.
Tip
Search for Custom Reports and Dashboards
Currently find reports only works for custom report
Explain the differences among report types
Explain Custom Report Types
Create charts to display Report results
Use Advanced Filter criteria to narrow Report results
Create Custom Summary Formulas for Summary Reports
Choose settings for Conditional Highlighting
Describe the capabilities and purpose of a Dashboard
List Dashboard component types
Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.
Create a Dashboard and add components to it
Print and export Reports
Email and schedule Reports and Dashboard refresh
Define Running User and how it affects the Dashboard results
 

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