A critical first choice we make when reporting in Salesforce is that first choice- which Report Type should we use to get at the data we need to report on? Report Types defines which records and fields are available for use on a Report, based on the relationships between the objects involved. The out-of-the-box Report Types harbor a secret hiding in plain sight related to the nature of joins which can take new Report writers time to sort out. Systerm Administrators, and those with permissions, can create Custom Report Types which introduce left outer joins, the ability to report on more than 50 other Objects in Salesforce, and a secret super power which allows us to flatten the database.
Past Recording Tags:
Adoption Analytics Tab Architecting Best Practices Bucket Charts Cleanup Components Conditional Formatting Cross-Object Formulas Custom Formula Fields Dashboard Dashboards Dreamforce Embedded Enhancements Escalations Export Favorites Folders Formulas Hands-on Interview Joined Reports Master Multiple Currencies New Features NPSP NPS Score Permissions Permission Sets Power of One release Report Formats Reports Reports Types Roadmap Sales Scatter Plot Service Cloud Slack Snapshots Summaries Summary Formulas Unlimited Edition
Recent Recordings:
- Recent Salesforce Report and Dashboard Enhancements and Dreamforce Reporting Roadmap
- Dashboard Dōjō – Masters in the Dōjō Series with Steve Molis
- Dashboard Dōjō – Setting Up and Using Multi Currency on Salesforce Reports and Dashboards
- Dashboard Dōjō – Salesforce Summer ’23 Release Report and Dashboard Features
- Dashboard Dōjō – Salesforce Security and Permissions for Reports and Dashboards