Lesson 7: Reports and Dashboards

IW-How would a user be able to report on trending products associated with closed/won opportunities?

- Choose Opportunities & Products from the Report Type. - Create a summary report (because you want to end up with a hierarchical list) filtering on stage for closed/won - Group on # of products sold

What steps would you take to determine which territories do not have users?

- Find the standard report called "territory report". - Select No Users in the Users drop-down list - Click Run Report to see the territories in your organization that do not have any assigned users.

Difference between report format and report type?

- Report Format: The report format will decide how the results of a report are laid out. There are four possible report formats in Salesforce - Tabular, Summary, matrix, and Joined - 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.

What can you use filter logic for?

. Link multiple filters using "and," "or," and "not" operators to create sophisticated conditions. • Offset priority conditions using parentheses and nested parentheses. P193SG

What are 7 questions that you have answered before creating a new report?

1. Report Type: What object and related objects do you want to report on? 2. Scope: Whose records do you want to see and for what time frame? 3. Columns: What columns do you want to see? 4. Grouping: Which field(s) do you want to group by? 5. Summaries: Which numerical field(s) do you want to display as group subtotals and grand totals? 6. Filters: What additional filters do you want to limit the records you see? 7. Highlights/Charts: Do you want to display summarized data with highlights or as charts?

How many Component are there in Dashboard?

10 Horizontal Bar (Compare many items) Vertical Bar (Column) (Fewer items or overtime) Line (Overtime) Stacked Bar Chart (Compare absolute values side by side) Gauge (Show a single value in a range of custom values) Donut (Compare share of total) Tables (Show conditional highlighting and Chatter photos Funnel (Show the flow of Opptys through stages) Metric (Display one key-value) Combination Chart (Plot multiple types of data on a single chart)

What should you do if you want to temporarily prevent a user from logging in? A. Freeze user B. Deactivate User

A Since this option does not free up a license

What type of report format that the drill-down feature is available on? 2 choices A- Summary B - Matrix reports C - Joined Reports D - Tabula Reports

A & B The drill-down feature is available on the reports to run page for all reports with row groupings (summary and matrix reports)

What are the Tabular reports? A - Tabular reports in salesforce are those where the data is displayed in the form of a list. In Tabular reports, custom data is arranged without subtotals. B - Tabular reports in salesforce are those where the data is displayed in the form of a summary format. Sorting, sum-total of data can be available in this report. C - Tabular reports in salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format. D - Tabular reports let you combine multiple views, or "blocks," of related information in a single report. Each block can display data from the same report or from a different report type

A - Tabular reports **** B - Summary reports C - Matrix reports D - Joined reports

KH-which 2 report charts show # of leads in the marketing pipeline based on lead status and what % each lead status has A - donut chart B - funnel chart C - grouped bar chart D - line chart

A - donut chart B - funnel chart

What type of report format(s) that you can add Charts? A Joined format B. Summary Format C. Matrix Format D. Tabular Format

A Joined format B. Summary Format C. Matrix Format

What is dashboard?

A dashboard is a visual representation of data from multiple reports

How many blocks that a joined report consists of?

A joined report consists of up to five report blocks, which you add to the report to create multiple views of your data **** https://help.salesforce.com/articleView?id=reports_joined_format_concepts.htm&type=5

KH - Tabular report A. Good for: contact mailing lists, activity reports B. Good to see accounts related to products C. Good for summarizing total numbers

A. Good for: contact mailing lists, activity reports

Where is the Access to reports and dashboards controlled?

Access to reports and dashboards is controlled through folders on the Reports and Dashboards tab. P182SG

How many additional filters that you can add up to a report?

Add up to 20 additional filters to a report directly in the Filters, pane using the Add filter... button or by selecting fields from the Outline pane P193SG

What are the Summary Reports? A - Summary Reports in salesforce are those where the data is displayed in the form of a list. In Summary Reports, custom data is arranged without subtotals. B - Summary Reports in salesforce are those where the data is displayed in the form of a summary format. Sorting, sum-total of data can be available in this report. C - Summary Reports in salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format. D - Summary Reports let you combine multiple views, or "blocks," of related information in a single report. Each block can display data from the same report or from a different report type

B - Summary reports **** A - Tabular reports C - Matrix reports D - Joined reports

KH - Sales mngr wants a team of sales reps to know # of opps they have @ any given time, how can admin setup rpt 4 each: A - create a report schedule for each sales rep B - create a report filtered by My Opportunities C- create a report snapshot grouped by sales rep D- create a report with a cross filter by My Opportunities

B - create a report filtered by My Opportunities

KH- which report cannot be used to display a list of the top 10 accounts on a dashboard? A- Tabular report with rows to display set to 10 B- Tabular report sorted by account rating C - summary report with a chart D - summary report without a chart

B- Tabular report sorted by account rating

KH - what should an administrator do to organize the fields available on a report? A. Create a custom summary report and sort by the desired field B. Create a custom report type C. Customize a standard report and sort by the desired field

B. Create a custom report type

What type of report format(s) that you can use Conditional Highlighting? A Joined format B. Summary Format C. Matrix Format D. Tabular Format

B. Summary Format C. Matrix Format

What is a common field in a joined report? A - A field is a common field if it's shared by all report types. B - If all report types share a lookup relationship to the field C - Both D - None

Both

What are the Matrix reports? A - Matrix reports in salesforce are those where the data is displayed in the form of a list. In Matrix reports, custom data is arranged without subtotals. B - Matrix reports in salesforce are those where the data is displayed in the form of a summary format. Sorting, sum-total of data can be available in this report. C - Matrix reports in salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format. D - Matrix reports let you combine multiple views, or "blocks," of related information in a single report. Each block can display data from the same report or from a different report type

C - Matrix reports **** A - Tabular reports B - Summary reports D - Joined reports

KH- In a private org, pm's & sales reps are dif. branches of role hierarchy, how can pm's report on opps in thr product line: A - save all opportunity reports in a public folder B - move all product managers to a role below the sales representatives C - create a sharing rule based on criteria D- create a new rule for product managers and sales representatives

C - create a sharing rule based on criteria

KH - Report type (Select 2) A-Standard report type determines the layout of most Salesforce reports B-Custom report type allows you to format reports for custom objects. C-Standard report type gives you access to most Salesforce data. D-Custom report type gives you access to custom objects in Salesforce

C-Standard report type gives you access to most Salesforce data. D-Custom report type gives you access to custom objects in Salesforce

Where do you create new dashboard in lightning?

Dashboard tab

Which objects have teams?

Cases, Account, Opportunities

What are Charts?

Charts are graphical representations of the data in the summary rows or columns of a report.

How do you quickly change whose data to see and which time frame should apply in a report?

Click the Filter-Symbol (Funnel) to quickly change whose data you would like to see and which time frame should apply.

When you Mass Transfer Accounts, What are associated items transferred?

Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner, and optionally, closed opportunities and open opportunities owned by other users. *** https://help.salesforce.com/articleView?id=admin_transfer.htm&type=5

What are Custom Report Types?

Custom report types in salesforce allow us to build a framework in the report wizard when creating custom reports. These custom reports can be created between standard and custom objects.

KH-A sales user wants to add components to their dashboard. What's the max # of components that can be added to a single? A - 3 B - 9 C - 12 D - 20

D - 20

Reports and Dashboards folders can be shared with: A - Users B - Roles C - Roles and Subordinates D - Public Groups E - All

D - All P182SG

What type of permission that you can grant to access to reports and dashboards? A - View B - Edit C - Manage D - All

D - All P182SG Viewer - View, refresh, run Editor - The viewer, plus edit, move, save and delete Manager - Editor plus share and rename folder Note that the user must ALSO have appropriate permissions!

What are the Joined reports? A - Joined reports in salesforce are those where the data is displayed in the form of a list. In Joined reports, custom data is arranged without subtotals. B - Joined reports in salesforce are those where the data is displayed in the form of a summary format. Sorting, sum-total of data can be available in this report. C - Joined reports in salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format. D - Joined reports let you combine multiple views, or "blocks," of related information in a single report. Each block can display data from the same report or from a different report type

D - Joined reports **** A - Tabular reports B - Summary reports C - Matrix reports

KH - Use Data Loader When: A -The objects you need to import are supported by the wizard. B - You need to load less than 50,000 records. C - You don't need the import process to be automated. D - You want to schedule regular data loads, such as nightly

D - You want to schedule regular data loads, such as nightly

What should the assistant administrator do when users are unable to find a custom report type? A - add the new report type to the related objects B - add a button for the new report type to the report builder C - make sure that user profile includes the report type D - make sure the new report type is deployed

D - make sure the new report type is deployed

KH-A finance user w/ 'view all data' permissions sees no opps on a sales pipeline rprt but sales rep sees their opps. A - update the report filter to show all opportunities B - change the finance user to public read only for the opportunity sharing C - create a new report formula on the pipeline report D - select save hierarchy level on the pipeline report

D - select save hierarchy level on the pipeline report

KH-what should an admin configure to provide each sales rep a dashboard that shows their current opportunity pipeline? A - set a dashboard filter to the current user B - filter the dashboard with a dynamic view set to the VP of sales C - create a dashboard folder for each user D - set the dashboard running user to "the dashboard viewer"

D - set the dashboard running user to "the dashboard viewer"

KH - what report should an administrator use to display the number of contacts related to an account? A - summary report with a meter chart B- a tabular report with a formula C - summary report with a cross filter D -summary report with a report formula

D -summary report with a report formula

KH - How do you create a lightning app? A. From the App Launcher B. Click New App from the + menu C. With the LIghtning App Builder D. From Setup, under App Manager

D. From Setup, under App Manager

Does freezing a user free up a user license?

Deactivating a user frees up a user's license. Freezing a user does not.

Each joined report has a principal report type. By default, What is the principal report?

Each joined report has a principal report type. By default, the principal type is the first one added to the report

KH - Can a dashboard use a standard report?

False

KH - Custom report types are configured by the end user.

False

KH - Dashboards refresh automatically.

False

KH -Filter logic on a report works the same as it does for list view

False

T/F: A Dashboard build or edited in Lightning can be viewed, and edited in Classic

False A Dashboard build or edited in Lightning can be viewed in Classic, but cannot be edited in Classic.

True/False: Dashboard can't be scheduled to be refreshed and emailed automatically.

False: Can be scheduled to be refreshed and emailed automatically.

If you have Viewer access to a reports folder and Create and Customize Reports permission to a report in the folder, you can view, rename but you can't delete the report.

False: If you have Viewer access to a reports folder and Create and Customize Reports permission to a report in the folder, you can rename or delete the report. **** Source: https://help.salesforce.com/articleView?id=analytics_folder_access.htm&type=5 Note that the user must ALSO have appropriate permissions!

T/F: Standard Sample Reports:Can be overwritten or deleted.

False: Cannot be overwritten or deleted. P181SG

The maximum length of a dashboard title is 40 characters.

False: The maximum length of a dashboard title is 80 characters. P183SG

T/F Viewer access allows you to view the reports or dashboards in a folder, It also determines access to folder contents.

False: Viewer access allows you to view the reports or dashboards in a folder, but does not determine access to folder contents. **** Source: https://help.salesforce.com/articleView?id=analytics_folder_access.htm&type=5

T/F: The maximum length of a folder label or report name is 80 characters

False: he maximum length of a folder label or report name is 40 characters P183SG

Which report allows you to see stacked summaries?

For matrix reports, the footer includes the option to switch between stacked and unstacked summaries view. Stacked summaries appear together, whereas unstacked summaries appear in distinct columns. *** https://help.salesforce.com/articleView?id=lightning_report_builder_run_page.htm&type=5

What makes a summary report to a matrix report?

Grouping of rows and columns data, and can do formula ****** Matrix reports in salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format.

Which report format doesn't have "Cross filter"?

Joined format ( Only Field filter and Filter Logic)

What are Joined reports?

Joined reports let you combine multiple views, or "blocks," of related information in a single report. Each block can display data from the same report or from a different report type

What can Joined report do?

Joined reports let you combine multiple views, or "blocks," of related information in a single report. Each block can display data from the same report or from a different report type

What is Mass Transfer Records tool?

Mass Transfer Records tool is used to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.

What is a Matrix Report?

Matrix reports is salesforce are those where the data is arranged in grid format having rows and columns. Data is arranged vertically and horizontally in tables like excel format.

When you Mass Transfer Leads, What are associated items transferred?

Open activities. When transferring leads to a queue, open activities are not transferred. *** https://help.salesforce.com/articleView?id=admin_transfer.htm&type=5

What Are Report Types?

Report types are predetermined combinations of related objects and their fields that you use as starting points when building new custom reports.

What are Reports?

Reports are lists or summaries that allow you to aggregate and analyze your data in different ways. P181SG

Where do you create new dashboard in classic?

Reports tab

Click Path for Mass Transfer Records

Setup | Data | Mass Transfer Records

IW - What steps would you take to determine which territories do not have users?

Step 1: Find the territory report which lists all territories in your organization. Step 2: Select No Users in the Users drop-down list Step 3: Click Run Report to see the territories in your organization that does not have any assigned users.

User Permissions Needed To subscribe to reports

Subscribe to Reports

User Permissions Needed To subscribe other people to reports

Subscribe to Reports: Add Recipients

User Permissions Needed To specify who runs the report in a report subscription

Subscribe to Reports: Set Running User

What makes a report to a summary report?

Summary reports are similar to Tabular Reports but these reports allow grouping of rows data. Rows data can be grouped up to four levels. Summary Report is the second Salesforce report format which allows users to group rows data which supports sorting and display subtotals

What is a Summary Report?

Summary reports in salesforce are those where the data is displayed in the form of a summary format. Sorting, sum-total of data can be available in this report.

T/F: You can build report in Classic or Lightning, view in Classic or Lightning, Edit in Classic or Lightning

T

How many report formats in LEX?

Tabular Report, Summary Report, Matrix Report, and Joined Report

What is a Tabular report ?

Tabular reports in salesforce are those where the data is displayed in the form of a list. In Tabular reports, custom data is arranged without subtotals.

What is the quickest way to Show the details on a report?

Use the toggles in the report footer.

What are Territory Reports?

The territory report lists all territories in your organization. Use territory reports to analyze your sales territories. Identify which users have been assigned to which territories, which users have been assigned more than one territory, or which users have no territories.

What is the NPS Group ?

The values in a field called "NPS" are "grouped" as "Detractors," "Neutral", and "Promoters"

T/F: You can create groups of data or charts in Tabular Reports

They can't be used to create groups of data or charts

Which options do you have when you use Mass Transfer Records?

Transfer open opportunities not owned by the existing account owner Transfer closed opportunities Transfer open cases owned by the existing account owner Transfer closed cases Keep Account Team

Attachments are read only in Iightning experience

True

Dashboards in Lightning: Create beautiful 9-12-column leaderboards with conditional highlighting and chatter photos.

True

KH - A Sys Admin can make files uploaded to the Attachments related list save as Salesforce Files.

True

KH - The permission structure used for both reports and dashboards is the same.

True

KH - To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.

True

KH - Validation rules checked prior to importing with Data Import Wizard.

True

T/F When you change record ownership, some associated items that are owned by the current record owner are also transferred to the new owner.

True

T/F: Dashboard built or edited in Lightning must forever be edited in Lightning

True

T/F: A joined report can contain data from multiple standards or custom report types. You can add report types to a joined report if they have relationships with the same object or objects

True **** https://help.salesforce.com/articleView?id=reports_joined_format_concepts.htm&type=5

T/F: If you schedule a report to run on a specific day of every month, the report runs only on months that have that specific day

True For example: If you schedule a report to run on the 31st day of every month, then the report runs only on months that have 31 days.

Custom summary formulas: Only display on summary rows, not detail (record) rows.

True P197SG

T/F: Custom summary formulas can reference formula fields, but not other summary formulas.

True P197SG

T/F: When you drill down into a grouped column, the report filters by that column

True: When you drill down into a grouped column, the report filters by that column

True/False: Different groups of users can be given different access to the same folder.

True: Different groups of users can be given different access to the same folder. **** View, Edit, Manage P182SG

Who does Dashboard to determine what data is visible.?

Use a running user to determine what data is visible.

What do you use Use relative date values in filters to?

Use relative date values in filters to create dynamic date ranges, based on the report run date to create dynamic date ranges P195-SG

What does determine your access to the contents of the reports or dashboards in a folder?

Viewer access allows you to view the reports or dashboards in a folder but does not determine access to folder contents. Permissions set for the reports and dashboards themselves determine your access to the contents. **** Source: https://help.salesforce.com/articleView?id=analytics_folder_access.htm&type=5

Can you change the report format?

Yes, we can

Can you Subscribe to a dashboard and share with multiple users?

Yes, you can Subscribe to a dashboard and share with multiple users

In addition to the standard summaries, How many custom summary formulas you can add to summary and matrix reports to create calculated summaries of your numerical fields?

You can add up to five custom summary formulas to summary and matrix reports to create calculated summaries of your numerical fields, in addition to the standard summaries

Can you create a schedules for a joined report?

You can't create schedules for joined reports.

If you create the joined report by selecting the Opportunities report type, and then add the Cases type, What is the principal report type in this case?

the Opportunities type is the principal report type.

What do you use the blocks in a joined report for?

to create multiple views of your data **** https://help.salesforce.com/articleView?id=reports_joined_format_concepts.htm&type=5

If you want a report that contains the Opportunities report type and the Cases report type as well, Can you do that?

yes, if you have a joined report that contains the Opportunities report type, you can add the Cases report type as well because both have a relationship with the Accounts object. **** https://help.salesforce.com/articleView?id=reports_joined_format_concepts.htm&type=5

What are characteristics of Standard Sample Reports?

• Are built-in and can be used as templates. • Are stored in the Public Reports folder. • Cannot be overwritten or deleted. • Can be customized and saved as custom reports. P181SG

What are characteristics of Custom reports?

• Can be created from standard reports. • Can be built from scratch using available report types. • Must be saved in a custom, private, or public folder. • Can be overwritten or deleted. P181SG