An administrator can also add fields from a related object by creating a lookup relationship to that object, allowing for even more reporting possibilities. In this case, all applications, whether or not they have resumes, are available to reports using that type. An administrator can also show records that may have related records-for example, applications with or without resumes. They can be used as the source report for dashboard components. Don’t see all the fields you want? You might need to create a custom report type.įor example, an administrator can create a report type that shows only job applications that have an associated resume applications without resumes won't show up in reports using that type. Matrix Reports:- allow you to group and summarize data by both rows and columns. Out of the box, Salesforce provides a set of predefined standard report types. Reports display only records that meet the criteria defined in the report type. For example, with the ‘Contacts and Accounts’ report type, ‘Contacts’ is the primary object and ‘Accounts’ is the related object. This is based on the relationships between a primary object and its related objects. The report type determines which fields and records are available for use when creating a report. If you’re concerned about too much access, dynamic dashboards might be the way to go.Ī report type is like a template which makes reporting easier. This way, each user sees the dashboard according to his or her own access level. This allows her team members to view the leaderboard for their individual team, but not other teams.ĭynamic dashboards are dashboards for which the running user is always the logged-in user. For example, set the Sales Manager as the running user for a leaderboard for her team. For this reason, you’ll want to choose the running user wisely, so as not to open up too much visibility. If the running user is a specific user, all dashboard viewers see data based on the security settings of that user-regardless of their own personal security settings. You can also follow a dashboard in Chatter to get updates about the dashboard posted to your feed.Įach dashboard has a running user, whose security settings determine which data to display in a dashboard. However, to view the dashboard components, you need access to the underlying reports as well. If you have access to a folder, you can view its dashboards. Like reports, dashboards are stored in folders, which control who has access. Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance, customer support, etc. However, you can use the same report in multiple dashboard components on a single dashboard (e.g., use the same report in both a bar chart and pie chart). The relationship between a dashboard component and report is 1:1 for each dashboard component, there is a single underlying report. when requirement is to group both Rows as well as Columns.A dashboard is a visual display of key metrics and trends for records in your org. Matrix Reports:- These reports are used when the requirement is to summarize both the Axis i.e.
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