Reports are powerful analytical tools offered by Salesforce/Jungo to help users organize, view and analyze data. Reports help to predict trends and make decisions. In Salesforce, reports can be easily generated in different style in a short time to provide a quick reference to the large bulk of data in the org. This article discusses about Managing Reports in Salesforce/Jungo.
- A report is a list of records that meet a defined criteria.
- Unlike simple lists, reports help to analyze data easily by converting the business requirements into visual representations.
- It is displayed in Salesforce in rows and columns, and can be filtered, grouped, apply mathematical functions or displayed in a graphical chart.
- Reports are stored in folders. Reports can be accessed and run by whom depends on the folder
- Folders can be public to be available to the entire organization, shared by controlling the access with roles, permissions, public groups and license settings. Folders can be even private to make it accessible only for the owner.
Click Introduction to Reports and Dashboards Unit | Salesforce Trailhead to read more about Managing Reports in Salesforce/Jungo
Salesforce offers many advanced reporting features which seems quite beneficial to its users. This article briefs gives a brief understanding on those.
- Components of Reports in Lightning
- Object and Related object selection
- Field (column selection)
- Filters and summaries
- Export options
- Types of Reports
- Tabular: Easy to create and display simple listing of data without any subtotals. Use when a simple list with a grand total is needed.
- Summary: Allows to display totals and summaries based on Row data. Use when we want subtotals based on the value of a particular field or when you want to create a hierarchically grouped report
- Matrix: For interacting with dashboards. Allows to group records both by row and by column. Use matrix reports when we want to see data by two different dimensions that aren’t related, such as date and product.
- Joined Report: Blocks of related information in a single report. This type of reports enable you to adopt five different blocks to display different types of related data. Each block can own unique columns, summary fields, formulas, filters and sort order. Use joined reports to group and show data from multiple report types in different views.
- Managing Recurring Reports
- Schedule reports to be automatically distributed to users via subscriptions.
- Frequency, day and time of subscription can be customized.
- Creating Custom Reports
- Custom reports are created by utilizing advanced custom components like Charts and Conditional Formatting rules.
- Charts help to visualize data and provide a quick view of the report.
- Cells can be highlighted by applying conditional formatting rules to obtain a quick reference of records which are not matching a required criteria.
Looking for more information on Managing Reports in Salesforce/Jungo, leave us a message.
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.